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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.

All ideas

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 about 2 years 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 about 2 years ago in Calendar & Events 0 Will not implement

Add an option to complete events in bulk

Users would have an option to complete events in bulk.
Marc Angelo De Guzman about 2 years ago in Calendar & Events 0 Will not implement

Google Voice Integration with Mobile App

Update the app to work with Google Voice as the default phone app for iOS.
Alex Chesnutt about 2 years ago in Accounts & Contacts 0 Will not implement

Expense by contact

We use "Account" for the facility name and this doesn't give us the ability to track physician spend individually. We'd love to have the option of "contact" to assign a specifi dollar amount spent on a physician.
Jill Cisco over 2 years ago in Expenses 0 Already exists

Using SOC for Admit Goals

If our goals are tracking Admits by Date Entered this will provide an inaccurate Measure of Admits
Bryan Costreie over 2 years ago in Reporting 0 Already exists

Market spotlight

It would be helpful not having to restart every time you go to market spotlight to view a doctor's profile.. As well as being able to search for the doctor after you've been in market spotlight if you didnt assigning yourself as The rep prior to e...
Hannnah Mercer-Mills over 2 years ago in Market Data 0

"All" filter view for orders in mobile application

Need to see more than just my orders and a few recents
Coy Privette over 2 years ago in Accounts & Contacts 1 Will not implement

MAR Edge > Ability to Change the Naming Convention on the Dashboard Charts

Ability to Change the Naming Convention on the Dashboard Charts
Nica Yabut over 2 years ago in Reporting 0 Will not implement

Auto populate Account for an order based on Physician selected

List associated account for prescriber in orders view
Coy Privette over 2 years ago in Accounts & Contacts 0