Need more canned reports that can accurately provide a total number of readmits by referring facility, referring person, and attending physician within a time frame.

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.

Users would like an easier way to see changes in referral trends. Below are two examples where users would like to have visibility to trends that they currently have to sift through data for:New referral sources. Presently, when new referral sourc...

Client has requested that the Trending admit by referral owner by referring facility be updated to include additional information: - Add facility type - column report- Add facility type filter to head of column- Primary facility category is the fi...

As a sales rep, I want to be notified if there is a significant change in data for sources (quarterly) or other data points that may be critical to my interactions with referral sources.

Integrate Expense Module within CRM to Corporate-wide reimbursement tools such as Concur, Expensify and others

Automatically sync and logs relevant email communications into a CRM from a user's email host (e.g., Gmail, Outlook).

Aggregated Referral source productivity reporting Month over Month Aggregated Marketer productivity reporting Month over Month Aggregated Marketer coaching reporting Month over Month Aggregated Goal reporting Month over Month

When searching Contact details in a view, using DATE criteria, it would be helpful to have the option for Future date ranges.

Historical Performance Analysis: Conversion Rates by Source: Analyze how many leads from each referral source convert into admissions. Look at historical data (e.g., month-over-month, year-over-year). Revenue Contribution: Track the total revenu...