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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.
PINNED HCPC Goals
Add additional filters to allow us to create goals based on codes and recurring vs new orders.

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Showing 330 of 330

separate call notes for managers during ride alongs

add another call/visit notes box that is for managers only. this box should only be allowed to be editable by a manager or admin role
Guest over 2 years ago in Calendar & Events 0

add a section for phone extensions

There should be a section for main phone number, direct office phone number, and extension.
Guest over 2 years ago in Accounts & Contacts 0

count contacts within single calendar event

When calling on multiple contacts within single event, would be helpful if each contact would be counted individually rather than as only one for the visit. So if I meet with 4 different people in a hospital today, I can add each contact I met wit...
Guest over 2 years ago in Calendar & Events 0

Market Spotlight - Add a sub-specialty filter

This filter will help customers to Specialty on Market Spotlight like foir Internal Medicine's sub category.
Guest over 2 years ago in Market Data 0

Field to Update the "Has subordinates" for Custom Roles

Be able to change the Has subordinates YES or NO field in Custom Roles. This should be in sync to reflect the capability of user assignments same as the other default roles.
Nica Yabut over 2 years ago in Admin & Settings 0 Future consideration

Add Calendar

The addition of a calendar will allow user to track progress and maintain appointments efficiently.
Guest over 2 years ago in  1 Will not implement

Reduce the space of the Agency Overview

The Agency Overview is taking up too much space in the Overview page that it leads to users scrolling to the right which makes it inconvenient.
John Agravante over 2 years ago in Reporting 0 Will not implement

Market Spotlight - Calculating and export functionality

Client would like to have the ability to export and calculate in Market Spotlight.
Guest over 2 years ago in Market Data 1 Already exists

Alignment of Dates in Calendar after Update

Request to Align Dates in the Calendar as it sits on top of created events after the update. Dates are sitting on top of Events which would be easier to read when properly aligned like a Calendar. This is noticeable when multiple events are presen...
Guest over 2 years ago in Calendar & Events 0 Already exists

Remove or improve the Support button so that it does not interfere with the page.

Remove the support button on the lower right side of the page of every Trella Health app as it covers some important details on the page. This can be placed on the upper right side of the page with a collapsable small icon.
john Agravante over 2 years ago in  0 Will not implement