Alert the Referral/Order owner once there has been an update to the associated notes.

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

It saves time entering when you talk to multiple contacts but you need so many calls per week

When in the CRM Mobile app and events, you are able to see the map for Yesterday, Today and Tomorrow. It would be incredibly helpful in planning if all days represented with the map.

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