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.

The client requested that they would like to be able to copy contact details when creating a new account as well as being able to copy account information to child accounts. The functionality would be similar to when a contact is created from and ...

Sort by and filtering updates Daily Visit Report - client would like to be able to filter by multiple Territories (in the Select Territory drop down). Right now you can only select one territory per report. client would like there to be more optio...

client provided some insight into the initiatives that HOSF and the hospice world generally are starting to ramp up on. He advised that LOS analytics are "on the radar" more than ever before - lots of investing is happening to help companies ident...

Client needed to know more info on the duplicate checker results (when and how the records were created). The problem we’ve run in to is that the “Source” field is not visible by default within the duplicate checker itself. The only way to get it ...

Client has requested that the Trending admit by referral owner by referring facility be updated to include additional information: - Add facility type - column report- Add facility type filter to head of column- Primary facility category is the fi...