Add the ability to upload and save documents to a patient/referral

This would be useful to explain high level and high impact fields and/or terms within the CRM. It can provide clarity and support proper use of the CRM for all users.

we should support pdf at some point, but we are not there at all

Add a push notification when a referral status is changed to Discharge

I would like to be able to pull a report of all the times a user added quick notes to their scheduled and completed events.

It would be helpful to have the ability in the CRM to easily run a report that identifies top accounts by highest number of referrals and highest number of admits. Ideally this report is fluid so customer can regularly identify top accounts on whi...

To check if check if Customized Object> Step 2 Restrict Access Actually works. We tested editing this setup for a BT field in QA and It's not saving at all. To check if there is an option to select multiple Roles across all business lines for t...

On calendar, once you choose an account and go to the drop down to choose contact- as a newer rep it has happened frequently that i have forgotten to add in a contact and i have to exit event screen and do the addition then come back and re-enter ...

When you duplicate an event, it gives the option to select what elements you want duplicated. It would be nice to have the option to select the time.

Need a way to trigger new fields to appear based on prior selections like recurrence in events.