my customers would like the option to target accounts by line of business. example, i'd like to target xyz account for hospice only, not home health. in addition, they'd like for the ability to have different call frequency options depending on th...

A report function to retrieve account hierarchies. Parent accounts down to subordinate accounts. This is already being generated in the Account details section of the parent account.

A client had a great recommendation to help with work flow. He would like for there to be an automatic pop up when an activity is completed to schedule a follow up to that activity.

While on Market Spotlight in mobile looking at the map view, make it easy for the rep to see who has the most HHA, Hospice, FFS, or SNF patients (depending on the users default) in whatever map area they are looking at without having to click into...

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.

Feature Request: The client wants to have the receipts in the expenses be included when exporting the report into a PDF file What the client wants: When exporting Expenses, the client wants to have the photos of the receipts be included in the PD...

I wanted to be able to save files on my accounts and contacts for documentation references

Ability to see referrals that are in pending status, the reason, and how long they've been pending.

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.

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.