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.

Ability to see referrals that are in pending status, the reason, and how long they've been pending.

Need more canned reports that can accurately provide a total number of readmits by referring facility, referring person, and attending physician within a time frame.

Assist with Marketing Campaigns. Ideally this feature would allow for agencies to integrate with their marketing platforms. During evaluation it was thought this would be a partner rather than build.

The client requested that they would like to be able to copy contact details when creating a new account as well as being able to copy account information to child accounts. The functionality would be similar to when a contact is created from and ...

Users would like an easier way to see changes in referral trends. Below are two examples where users would like to have visibility to trends that they currently have to sift through data for:New referral sources. Presently, when new referral sourc...

Client has requested that the Trending admit by referral owner by referring facility be updated to include additional information: - Add facility type - column report- Add facility type filter to head of column- Primary facility category is the fi...

As a sales rep, I want to be notified if there is a significant change in data for sources (quarterly) or other data points that may be critical to my interactions with referral sources.