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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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PINNED Saving Documents To Accounts and Contacts
I wanted to be able to save files on my accounts and contacts for documentation references
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All ideas

Showing 295 of 295

Move/Delete Calendar Days

Allow me to move or delete entire calendar days more easily vs having to change one by one.
Alex Chesnutt 4 months ago in Calendar & Events 0

Automatically associate newly created contacts to accounts

When associated to an event and account is associated as well, automatically associate newly create contacts to the account.
Alex Chesnutt 4 months ago in Accounts & Contacts / Calendar & Events 0

Alphabetize Available fields in Views

Request to present the available fields within the view section alphabetically first and integration fields last
Jessi Owens 4 months ago in Admin & Settings 0 Future consideration

Need the ownership of an account when updated to propagate to all associated contacts.

When a new user comes in and they're assigned ownership of an account, it would be helpful if all the associated contacts for the account were also assigned to the new account owner.
Ashley Scrimo 9 months ago in Accounts & Contacts 0

Connect to HCHB

If the sales team could connect to Home Care home base from their CRM that would be life changing. We need to be able to see if a patient is current or has ever been current on our services.
Guest 4 months ago in Referrals 0 Already exists

ability to set goals once a quarter and auto-update/reset monthly

add the ability to goals to set once a quarter & each month, the goal will auto-update to the new goal at the beginning of the month.
Mary Nichols 9 months ago in Goals 0

NPI HYPERLINK

WHEN YOU ENTER THE NPI NUMBER FOR A PHYSICIAN HAVE THE OPTION TO PULL THE DATA FROM NPI REGISTRY TO AUTO FILL ADDRESS, PHONE, FAX, ETX.
Guest 5 months ago in Accounts & Contacts 0 Already exists

Customer Fields - Customize Required Fields

allow for other custom objects to be required in addition to name.
Guest 5 months ago in Accounts & Contacts 0

Date of birth

Include patient dare of birth in the notifications
Guest 5 months ago in Referrals 0 Already exists

Save documents to a referral/order

Add the ability to upload and save documents to a patient/referral
Jessi Owens 5 months ago in Referrals 0 Future consideration