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Referrals

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CRM Mobile - Admin visibility to team

Allow Admins / Leaders to see Referrals and Orders that their Team Owns
Jessi Owens about 2 months ago in Referrals 0 Already exists

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 2 months ago in Referrals 0 Already exists

Date of birth

Include patient dare of birth in the notifications
Guest 3 months ago in Referrals 0 Already exists