All ideas

Most EHRs already send us patient demographics. This is low hanging fruit to add value of data we are already receiving

Episodic Level Reporting

As it stands in CRM, we have to pull a separate report for each individual referral source which can be labor intensive and time consuming.

A few clients noticed that anytime a sales person puts an apostrophe in their sales notes the weekly reports reflect that with strange characters.

Account rankings should be displayed on the contacts that are associated with them.

I wanted to be able to add notes anywhere in the platform aside from activities so that I can take note any important details easily when needed. I don't see neither the option for pipeline nor notes.

Making a change to a field value in multiple accounts/contacts at one time

Ability to customize what columns show and arrange them in certain order

It would be good practice to know acceptance and who to target as we do with claims data.

If I am creating a meeting invite within the Spark mobile application, it gives me the option to invite other users from my agency. However, if I invite those users, they have to go into the Web App to be able to accept that invite. I think it wou...