Skip to Main Content
CRM Idea Center
Categories Accounts & Contacts
Created by Guest
Created on Sep 3, 2025

Contact Type - Bring over from EHR Integration

specifically HCHB, add contact type to the integraiton fields. for customers that have their contacts coming over as a part of the integration, add contact type as a field that we integrate with so the user doesn't have to manually update (non-physician contacts)

  • Attach files