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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
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PINNED Marketing Automation - Email Marking Integration
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.
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    Showing 359 of 359

    Episodic Level Reporting - Adding a section to dashboards/reporting/charts/stats to see episodic care information.

    Episodic Level Reporting
    Ashley Orris over 3 years ago in  1 Already exists

    All Referral Hospice LOS Summary Report

    As it stands in CRM, we have to pull a separate report for each individual referral source which can be labor intensive and time consuming.
    Guest over 3 years ago in Reporting 0 Future consideration

    Characters on Sales Notes

    A few clients noticed that anytime a sales person puts an apostrophe in their sales notes the weekly reports reflect that with strange characters.
    Nica Yabut over 3 years ago in Calendar & Events 0 Already exists

    Account Rankings

    Account rankings should be displayed on the contacts that are associated with them.
    Nica Yabut almost 4 years ago in Accounts & Contacts 0 Will not implement

    Add Global Notes

    I wanted to be able to add notes anywhere in the platform aside from activities so that I can take note any important details easily when needed. I don't see neither the option for pipeline nor notes.
    Nica Yabut almost 4 years ago in  0 Will not implement

    Making Bulk Changes

    Making a change to a field value in multiple accounts/contacts at one time
    Nica Yabut almost 4 years ago in Accounts & Contacts 0 Already exists

    Column Alignment

    Ability to customize what columns show and arrange them in certain order
    Alex Chesnutt almost 4 years ago in Accounts & Contacts 0 Already exists

    Reporting - Pending Reason Report

    Ability to see referrals that are in pending status, the reason, and how long they've been pending.
    Alex Chesnutt almost 4 years ago in Reporting 0 Future consideration

    Re-Admit EHR Data Reporting

    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.
    Alex Chesnutt about 4 years ago in Reporting 0 Future consideration

    Marketing Automation - Email Marking Integration

    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.
    Alex Chesnutt about 4 years ago in  0 Future consideration