Certain Event Types to have different requirements. For example - OOO doesn't need to have call/visit notes be required.

Event Type Date Span needs to go across each day of span chosen. For example - if you choose OOO Event Type and put a week timeframe in the Event, it only shows on the first day, it does not span the timeframe entered on the calendar. It needs to ...

it would help to have a better view when planning out schedule for the Weeks ahead in the month

Month-over-Month historical user trending report

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

To provide Users to add notes without setting up an event.

Expand the amount of Accounts/ Contacts that can be merged from 4 to 10

Alert the Referral/Order owner once there has been an update to the associated notes.

Team members in the field who rely on clinical documentation for referral source updates would benefit greatly as this data is part of their intake process and update process.

Part 1 - Ability to manually add referral intake notes Part 2 - Develop note templates for manual intake