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CRM Idea Center
Status Will not implement
Created by Bryan Costreie
Created on Sep 7, 2022

For all Integrations add in Date Of Birth for more visibility

Most EHRs already send us patient demographics. This is low hanging fruit to add value of data we are already receiving

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  • Admin
    Alex Chesnutt
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    Sep 30, 2022

    Hello! Thanks for your idea! The ability to add this to referrals depends on the EHR being used and is at the digression of the client and integration team to determine if it's a viable option. If you're interested in this option, please reach out to our support team or your CSM to discuss!