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CRM Idea Center
Categories Referrals
Created by Guest
Created on May 24, 2024

Adding an update for a referral that has passed.... Deceased.

Trella does a great job at telling us about a referral and the stage that it is in... pending and admit, but can Trella tell us when a referral has passed away. Perhaps labeling them deceased? That way we can check Trella for real time about our patients before entering a community or physician's office.

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