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PINNED Email Marking Integration
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.
PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.

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Showing 236 of 236

Add Existing Field - Add Event End Date to Daily Visit Report

requested that the event end date be added to the Daily Visit Report as several events that were scheduled over 1 day only showed as one event. The manager was unable to tell that the user was at an event or on PTO when reconciling against their p...
Alex Chesnutt over 2 years ago in  0 Coming Soon!

LOS Reporting Enhancements

client provided some insight into the initiatives that HOSF and the hospice world generally are starting to ramp up on. He advised that LOS analytics are "on the radar" more than ever before - lots of investing is happening to help companies ident...
Alex Chesnutt over 2 years ago in  0 Future consideration

Update or Export of Duplicate Checker Report (Accounts and Contacts)

Client needed to know more info on the duplicate checker results (when and how the records were created). The problem we’ve run in to is that the “Source” field is not visible by default within the duplicate checker itself. The only way to get it ...
Alex Chesnutt over 2 years ago in Accounts & Contacts 0 Future consideration

Reporting by Payer Type (Insurance Type)

Steve would like to see more robust reporting on Payer Type, as their marketers are goals specifically on Medicare admit volume (vs just admits as a whole) and therefore much of the Reporting tab, Charts, and Goals aren't helpful for their KPIs. C...
Alex Chesnutt over 2 years ago in  0 On Roadmap

Day-to-Day Census Report

During our chat earlier, you had inquired if there was a report or configurable dashboard panel that allows users to see a day-to-day census comparison over a period of time (such as a week). We presently do not have this ability available in Play...
Alex Chesnutt over 2 years ago in  0 On Roadmap

User Adoption Report request

*What is the problem the client is having? Client wants to have a location column in the User Adoption and Usage Report. Use Branches for the Location**A few sentences briefly describing the purpose of the feature request: To show the location of ...
Alex Chesnutt over 2 years ago in Reporting 0 Coming Soon!