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AE Productivity Report - Ratio as %

Change the format of the Event Close Rate Ratio from : ratio to match the Conversion Ratio % and be a %
Guest about 2 months ago in Reporting 0 Will not implement

Create a feature in the CRM to easily identify top accounts by referrals and admits that is fluid and real time

It would be helpful to have the ability in the CRM to easily run a report that identifies top accounts by highest number of referrals and highest number of admits. Ideally this report is fluid so customer can regularly identify top accounts on whi...
Laura Green 8 months ago in Reporting 2 Already exists

Report>Calls Per Day

we have a report (AE Advanced Summary Report) that shows calls WTD, but a quick call summary count by day would helpful to get a quick snapshot of a liaison's week. example: Mary completed 30 calls this week - Monday: 3 calls, Tuesday: 5 calls, etc.
Mary Nichols 2 months ago in Reporting 0 On Roadmap

Referral to Admission Time Report by Team & Agency

We currently have this at the user level but not at the Team & Agency
Maegan Williams about 1 month ago in Reporting 0

Spell correct in app

When putting in Call/Visit note or Business purpose, the app does not correct misspelled words. It doesn't even highlight them
Victoria Poppino 3 months ago in Reporting 0

To enable the selection of multiple branches simultaneously within the Daily Visit Report.

Regional Managers will have the capability to retrieve all their territories simultaneously, rather than generating one report at a time.
Marc Angelo De Guzman 3 months ago in Reporting 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 7 months ago in Referrals / Reporting 0 Future consideration

CRM Views- Assigned to specific users

Create a custom view and have the ability to assign it to specific users/roles
Guest 4 months ago in Reporting 0

report on orders that pulls insurance, code, was it billed, referring provider for CRM for HME/infusion

Provides insight into Specific codes/ insurance/ if it was billed? Not sure if the integration picks this up? and referring or primary provider.
Bryan Costreie 5 months ago in Reporting 0 Future consideration

seperate events by rep DVR

events to be grouped by rep with total count of events and actual completed time. This will allow managers to pull daily reports to see who planned their day prior to the day in an organized manor. by specific dates, unlike advance ae summary report
Bryan Costreie 5 months ago in Reporting 0