Referrals

Allows sales reps to add notes for the intake/clinical team to view inside their EHR. Typically, sales has access only to the CRM, and intake/clinicians have access only to the EHR. There needs to be a way for these systems to communicate with eac...

Add a push notification when a referral status is changed to Discharge

In the Trella mobile APP, under the upper right corner where the bell is- the notification of referral or admit, it would be great if it could show the Physician name versus the patient. This would allow users to quickly check for any new referral...

Specifically, we need each marketer to view all referrals within their agency, not just their own.

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...

NTUC/Non-admit reason (map from HCHB) CSM is Madison Discussed on Jedi

User would like to have the ability to add Referral owner when creating new referral instead of editing and adding this information after they created the referral.

Team members in the field who rely on clinical documentation for referral source updates would benefit greatly as this data is part of their intake process and update process.

Part 1 - Ability to manually add referral intake notes Part 2 - Develop note templates for manual intake

Allow Admins / Leaders to see Referrals and Orders that their Team Owns