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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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PINNED HCPC Goals
Add additional filters to allow us to create goals based on codes and recurring vs new orders.
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All ideas

    Showing 353 of 353

    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 about 1 year ago in Calendar & Events 0

    Discharge push notifications on mobile

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

    Customize Ratings

    Customers want the ability to customize what is in the Account/Contact Rating field.
    Madison Levine over 2 years ago in Accounts & Contacts 0 On Roadmap

    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 3 months ago in Calendar & Events 0

    Could the current Top 10 accounts show next to them if they are owned by the user or not owned?

    Since accounts pull through on the Top 10 overview page based on referrals and not necessarily ownership, it would be helpful to quickly see if that account is owned/not owned by the user.
    Ashley Scrimo 6 months ago in Accounts & Contacts 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 3 months ago in Referrals 0

    Add expense report receipts into reporting

    Add the ability to view associated Expense-related receipts into the Expense reports
    Jessi Owens 6 months ago in Reporting 0

    Ability to change Default date range for Historical Notes

    Would be great if there is an option to set the default beginning date of Historical notes to reflect year-to-date, or 3 or 6 months prior
    Guest over 1 year ago in Accounts & Contacts 1 Future consideration

    Add quick tip button next to call note template

    Add a "quick tip" "i" button next to each of the call visit note template options so end users can have an example of what kind of notes their team is looking for.
    Ashley Scrimo 9 months ago in Calendar & Events 0