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CRM Idea Center
Categories Market Data
Created by Amery Zita
Created on Aug 26, 2024

Improved Talking Points

  • Automatically bring forward talking points for an account or contact associated to an event.

  • Include things like EHR data (DX, LOS (Length of Stay), Education opportunities), INS Conversation Starters, relevant sales tools, review past notes for additional insight, recent and past patient updates.

  • Attach files