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

When you call someone out of the mobile app, it automatically creates an event but doesn't default the event type to "Call".

my customers would like the option to target accounts by line of business. example, i'd like to target xyz account for hospice only, not home health. in addition, they'd like for the ability to have different call frequency options depending on th...

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

Would be great if we can have a default view Zoomed in or out for laptops and multiple display sizes to avoid scrolling and be able to view the whole columns and tabs without the need to scroll on bars and sliders.

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