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.

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.

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...

Add a role permission type that includes required approval to REMOVE ownership from an individuals book of business. This would match the logic for required approval to REQUEST ownership.

Historical Performance Analysis: Conversion Rates by Source: Analyze how many leads from each referral source convert into admissions. Look at historical data (e.g., month-over-month, year-over-year). Revenue Contribution: Track the total revenu...

Create ability to assign multiple branches more easily and across the board versus individually

The ability to hid / turn off certain fields and/or objects based on the type of sales person/ business line that is using the CRM.