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.

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...

Include patient dare of birth in the notifications

With the new face of CRM, Fonts are not easy to be read

It was like this before the update, so when I had multiple contacts in a single account that I need to add events for, it was much easier and faster. Now, it adds additional clicks to get right back to the same spot to add a new event for a new co...

For clients who primarily use Outlook or Google Calendar to manage their emails and event invites, it's incredibly useful to have real-time synchronization with their CRM. This ensures that as they enter events into the CRM, they can seamlessly vi...

All sales people would benefit

Is there a way we can merge accounts that are the same?

Request to assign multiple items simultaneously in Market Spotlight page, streamlining the process and ensuring efficiency.