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PINNED Many to Many - Ability to associate contacts to multiple accounts!
It's very common that contacts that I meet with on a regular basis work at more than one account within my CRM.
PINNED Search by Address for Accounts & Contacts
there are occasions where I am near an account that is small and I don’t remember the account name. If I could type in the street name, it would be a quick way to look up the account details. This doesn’t happen daily, but it has happened on sever...

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Showing 294 of 294

Collapse Audit Details in Screens

We would like these collapsed to allow for easier navigation to lower portion of the screen that contains headings such as Contacts, Monthly Events, Referrals, etc.
Guest over 2 years ago in Accounts & Contacts 0

When activity completed, have auto pop-up to schedule follow-up

A client had a great recommendation to help with work flow. He would like for there to be an automatic pop up when an activity is completed to schedule a follow up to that activity.
Guest over 2 years ago in Calendar & Events 1 Future consideration

Printing / exporting in ER the font needs to be increased

In printing / exporting the ER the font needs to be increased because it is too small.
Nica Yabut over 2 years ago in Expenses 1 Will not implement

Connect targets to Marketscape

When a physician shows as targeted on the detail page, it would be nice if that status was reflected in Marketscape too.
Tim Arrowsmith over 2 years ago in Accounts & Contacts 0 Will not implement

For all Integrations add in Date Of Birth for more visibility

Most EHRs already send us patient demographics. This is low hanging fruit to add value of data we are already receiving
Bryan Costreie over 2 years ago in  1 Will not implement

Add # of HHA, HOS, FFS, or SNF patients next to name on map view

While on Market Spotlight in mobile looking at the map view, make it easy for the rep to see who has the most HHA, Hospice, FFS, or SNF patients (depending on the users default) in whatever map area they are looking at without having to click into...
Mimi Freleaux over 2 years ago in Market Data 0 Future consideration

Episodic Level Reporting - Adding a section to dashboards/reporting/charts/stats to see episodic care information.

Episodic Level Reporting
Ashley Orris over 2 years ago in  1 Already exists

All Referral Hospice LOS Summary Report

As it stands in CRM, we have to pull a separate report for each individual referral source which can be labor intensive and time consuming.
Guest over 2 years ago in Reporting 0 Future consideration

Characters on Sales Notes

A few clients noticed that anytime a sales person puts an apostrophe in their sales notes the weekly reports reflect that with strange characters.
Nica Yabut over 2 years ago in Calendar & Events 0 Already exists

Account Rankings

Account rankings should be displayed on the contacts that are associated with them.
Nica Yabut over 2 years ago in Accounts & Contacts 0 Will not implement