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PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.
PINNED Interactive Map with Account Pins by Address
Similar to the market spotlight Map but focused on users BoB Accounts. This would show ALL Accounts in a reps BoB. When they select the pin they should have an option for Details and Schedule Event.

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Showing 295 of 295

Manage Users Being Locked Out

Right now there is no way for another user within the customer to unlock a fellow user if they get locked out. A Support ticket has to be created and there is a time lapse.
Madison Burns over 2 years ago in Admin & Settings 0 Will not implement

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 almost 3 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 almost 3 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 almost 3 years ago in Calendar & Events 0 Already exists