Goals When Feb 1 hits, my goals reset, which I want - but I also want to look back at January and I can't. Or even a quarter lookback

The scanner ends up having more errors which causes more editing for a rep which does not = time savings.

NTUC/Non-admit reason (map from HCHB) CSM is Madison Discussed on Jedi

User would like to have the ability to add Referral owner when creating new referral instead of editing and adding this information after they created the referral.

user is more familiar in using Doctor's last name and would be more convenient if there is an option to arrange the contacts list using doctor's last name.

Certain Event Types to have different requirements. For example - OOO doesn't need to have call/visit notes be required.

Event Type Date Span needs to go across each day of span chosen. For example - if you choose OOO Event Type and put a week timeframe in the Event, it only shows on the first day, it does not span the timeframe entered on the calendar. It needs to ...

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