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PINNED Interactive Map with Account Pins by Address
Similar to the market spotlight Map but focused on users BoB Accounts. This would show ALL Accounts in a reps BoB. When they select the pin they should have an option for Details and Schedule Event.
PINNED Marketing Automation - Email Marking Integration
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.

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Showing 297 of 297

Attach documentation

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.
Jessi Owens 3 months ago in Referrals 0 Future consideration

Mobile App - Manual addition of intake notes with templates

Part 1 - Ability to manually add referral intake notes Part 2 - Develop note templates for manual intake
Jessi Owens 3 months ago in Referrals 0

Mobile App - Stats

Include in Stats Admission calculation those referrals and orders with a date entered outside of the criteria window. Have these represented not just in the numbers as they are today, but also in the drilldown admission data.
Jessi Owens 3 months ago in Reporting 0

CRM Mobile - Admin visibility to team

Allow Admins / Leaders to see Referrals and Orders that their Team Owns
Jessi Owens 3 months ago in Referrals 0 Already exists

CRM Mobile: Match referral to Order view

Streamline visibility for Orders and Referrals and make searching more efficient by presenting as "My", "Recent" and "All" with filters of status type
Jessi Owens 3 months ago in Referrals 0 Will not implement

Create a feature in the CRM to easily identify top accounts by referrals and admits that is fluid and real time

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...
Laura Green over 1 year ago in Reporting 2 Already exists

Need to have address add it to Contact when we are adding a new contact to a facility

Address needs to automatically populate when adding a new contact to a facility from the facility tab
Guest 6 months ago in Accounts & Contacts 1

Interactive Map with Account Pins by Address

Similar to the market spotlight Map but focused on users BoB Accounts. This would show ALL Accounts in a reps BoB. When they select the pin they should have an option for Details and Schedule Event.
Bryan Costreie almost 2 years ago in Accounts & Contacts 0 Future consideration

Have option to duplicate time when duplicating events

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.
Madison Burns about 2 years ago in Calendar & Events 1 Already exists

Market Spotlight Defaults

Provide the ability to set a default search option within Market Spotlight (Ex: TPN, IG, etc)
Jessi Owens 3 months ago in Market Data 0