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Referrals

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Reporting - Parent Account Reports

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

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 over 1 year ago in Referrals / Reporting 0 Future consideration

Attach documentation

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.
Jessi Owens about 2 months ago in Referrals 0 Future consideration

Save documents to a referral/order

Add the ability to upload and save documents to a patient/referral
Jessi Owens 3 months ago in Referrals 0 Future consideration

Disable the end user permission to change or update Referral Ownership

End users (non admin roles) should not be able to update referral ownership in Marketscape CRM.
Nica Yabut about 1 year ago in Referrals 0 Future consideration