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Referrals

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Connect to HCHB

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.
Guest 11 days ago in Referrals 0 Already exists

Date of birth

Include patient dare of birth in the notifications
Guest 30 days ago in Referrals 0 Already exists

Save documents to a referral/order

Add the ability to upload and save documents to a patient/referral
Jessi Owens about 1 month ago in Referrals 0

Discharge push notifications on mobile

Add a push notification when a referral status is changed to Discharge
Jessi Owens about 1 month ago in Referrals 0

a comment/additional info section for Events notes

If we have enter an event note and have complete it/ Can a section be created if additional information regarding that Events notes was provided?
Guest 6 months ago in Referrals 0

capability togenerate a report that includes details of all events for a parent account encompassing multiple sub-accounts

we have a 'Parishes and Churches' parent account, which primarily serves to group together all the parishes we market to. However, we are wondering if it's possible to view all the events, as well as historical call notes from the past 30 days, in...
Guest about 1 year ago in Referrals 0 Future consideration

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 p...
Guest 7 months ago in Referrals 0

Referral Tracking Capability

We need to be able to input a type of new referral (example: oxygen, enteral, or ventilator) and tie it to a Hospital (and the Social Worker that sent it), and which Sales Rep the new referral was awarded to. We need to be able to pull monthly rep...
Guest 7 months ago in Referrals 0

Detailed AE Summary Report Visit frequency to Last Vist

When analyzing visit frequency it would be nice to highlight accounts that calls out accounts that have not been visited in the visit frequency defined. IE if I define weekly visit frequency and I have not visited the account in a month it is high...
Bryan Costreie about 1 year ago in Referrals / Reporting 0 Future consideration

Please create an option for an admin or manager to "lock" certain views so they cannot be edited by other users.

CRM admins and managers would like the ability to turn on or off editing capabilities for other users on certain views in the CRM. Users currently can edit global views that have been shared with them, resulting in view display issues for other us...
Ashley Scrimo 10 months ago in Referrals 0