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

All ideas

Showing 348 of 348

AI in the microphone for notes so that it can summarize and condense notes and put it in a organized way.

please do this
Guest about 2 months ago in Calendar & Events 0

Add a way for admins to bulk complete draft status coaching sessions

It would be helpful for admins to have a wait to bulk complete draft status personal growth plans in the coaching tabs.
Ashley Scrimo 4 months ago in Coaching 0

Monthly View on MAR CRM Mobile

ive received feedback that having the ability to see your calendar from a monthly view may help when confirming appointments with referral sources. If you have to move an appointment from today, you may want to see other days (outside of tomorrow)...
Guest 8 months ago in Calendar & Events 0

Add the account scores field to the remove owner/approve owner change report.

It would be helpful for their RVPs to know that information about the accounts before they approve those changes for the users.
Ashley Scrimo 6 months ago in Reporting 0

Many to Many - Automatic association for Primary Account

When reps are on mobile, creating new contacts in the field requires multiple steps to associate accounts and contacts. There is no option to add associations when creating new contacts on mobile and requires two steps for accounts.
Bryan Costreie 10 months ago in Accounts & Contacts 0 Already exists

for visit frequency - if you select the freq from the dropdown, it should create an event for you using that contact

users expect that when you add a visit frequency, for the system to automatically create an event with the contact or account that you add the visit frequency too
Guest 2 months ago in Calendar & Events 0

Ability to view all referrals within their agency on Mobile app

Specifically, we need each marketer to view all referrals within their agency, not just their own.
Guest 2 months ago in Referrals 0

Add photo to a contact

Add a Provider photo to their contact
Guest about 1 year ago in Accounts & Contacts 2 Future consideration

Calendar - Add Search Box to Account & Contact Panel on the Right!

Add a search box on the account and contact panel list to easily locate a record to drag and drop on the calendar.
Alex Chesnutt 12 months ago in Calendar & Events 0

Discharge push notifications on mobile

Add a push notification when a referral status is changed to Discharge
Jessi Owens about 1 year ago in Referrals 0