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PINNED Saving Documents To Accounts and Contacts
I wanted to be able to save files on my accounts and contacts for documentation references
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 346 of 346

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 almost 3 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 almost 3 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 almost 3 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 almost 3 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 about 3 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 about 3 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 about 3 years ago in  0 Will not implement

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 about 3 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 3 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 3 years ago in Calendar & Events 1 Future consideration