Team members in the field who rely on clinical documentation for referral source updates would benefit greatly as this data is part of their intake process and update process.

Part 1 - Ability to manually add referral intake notes Part 2 - Develop note templates for manual intake

Include in Stats Admission calculation those referrals and orders with a date entered outside of the criteria window. Have these represented not just in the numbers as they are today, but also in the drilldown admission data.

Allow Admins / Leaders to see Referrals and Orders that their Team Owns

Streamline visibility for Orders and Referrals and make searching more efficient by presenting as "My", "Recent" and "All" with filters of status type

Provide the ability to set a default search option within Market Spotlight (Ex: TPN, IG, etc)

Add an option to reassign historical events from: 1) existing user to new or existing user 2) inactive user to new or existing user

On the Inactivity Report the CONTACTS AND ACCOUNTS section we need to add an option to include or exclude Parent Companies. Parent Companies are not included currently in this report.

when I type info in the additional notes section and format them with line breaks, when I save the record, the formatting is lost. Paragraphs and unordered/ordered lists would be amazing

Default my event type based on a user, group of users, or LOB