Introduce functionality within the mobile app that enables Admin users (leaders) to view the calendars of their direct reports.

This would help users remember the events they need to complete each week so they are not forgotten. It would also act as a reminder to reschedule or remove any of the events that did not occur that week.

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...

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.

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please add LT or CLT to allow designation for lymphedema therapist under title (one of our main targets)

vascular surgeon And cardiovascular are both needed in our buisness for primary and secondary specialist

Allow Admins / Leaders to see Referrals and Orders that their Team Owns

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.

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.