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PINNED HCPC Goals
Add additional filters to allow us to create goals based on codes and recurring vs new orders.
PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.

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Showing 330 of 330

Move conversation starters and spotlight in mobile

Move Conversation Starters and Market spotlight to the first items on the list versus the last 2 on the screen wipe
Jessi Owens about 1 year ago in Admin & Settings 0

Grant access permission from Mobile App

Add ability to grant account access to the mobile app
Jessi Owens about 1 year ago in Admin & Settings 0 Future consideration

Goals: charts by user in group goals

On Group goals - under the user detail section allow the clicking of the individual users and present the associated charts (per user)
Jessi Owens about 1 year ago in Goals 0 Already exists

auto-populate Account to contact or Event when creating in mobile

On the mobile app, when adding a contact or creating an event from within an account - auto-populate that account name so that it removes the duplicated work.
Jessi Owens about 1 year ago in Accounts & Contacts 0

Event time defaults in settings

Create an org setting for default event times (15 minutes, 30 minutes, 60 minutes)
Jessi Owens about 1 year ago in Calendar & Events 0 Already exists

Facility Type Filter on Goals Page for Admissions

Customers are looking to increase length of stay for hospice admissions and are looking at ALFs and SNFs as a way to do that. They are encouraging and compensating reps to find patients at these locations and so creating a goals filter for facilit...
Josh Price about 1 year ago in Goals / Reporting 0

Remove the pop-up window that automatically shows up behind the cursor.

Please consider removing the pop-up window that shows as the cursor scrolls the list of accounts/appointments in the calendar. Instead, adjust the command so that it must be clicked on to open the window.
Guest over 1 year ago in Calendar & Events 0

A way to set default range for historical call note

A way to set default range for historical call notes for one year instead of just the current.
Marc Angelo De Guzman over 1 year ago in Calendar & Events 0

Require a contact to be attached to an account

In mobile it is very easy to miss adding an account to a contact
Theresa Stewart over 1 year ago in Accounts & Contacts 0

getting last event/visit with either accounts or contacts and event type added to choices for the view

User said a lot of CRMS has this functionality
Marc Angelo De Guzman over 1 year ago in Calendar & Events 0 Will not implement