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PINNED HCPC Goals
Add additional filters to allow us to create goals based on codes and recurring vs new orders.
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Goals

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HCPC Goals

Add additional filters to allow us to create goals based on codes and recurring vs new orders.
Alex Chesnutt 12 days ago in Goals 0 Future consideration

ability to email/share goals via email

custmers want the ability to email goals outside of the system to execs & folks that don't access every day
Mary Nichols 4 months ago in Goals 0

Allow "Lead" to be auto-generated from Accounts module.

Saves duplication of effort in Accounts to Leads.
Guest 2 months ago in Goals 0

ability to edit goals that are shared with you

sometimes an admin may initially create the goal, but then a sales leader may then be in charge of updating it monthly
Guest 2 months ago in Goals 0

add "on track" number to goals

add an on-track number to goals. so if my goal is x, i need x per day to meet my goal. (add this in addition to needed per day
Guest 3 months ago in Goals 0 Will not implement

email notification on goal sharing

now that goals can be shared, we should add a notification (via email) so the person that the goal is shared with knows that it's there
Guest 3 months ago in Goals 0 On Roadmap

customize goal filters

customers are looking to customize additional goal filters based on other criteria. for example, given the integration, a customer may want to choose a field they are getting from the EHR to filter by.
Guest 7 months ago in Goals 0

allow goals to come in from customer's EHR

customers already have goals in their EHR - it would be ideal for this to be a part of the integration
Mary Nichols 4 months ago in Goals 0

ability to set goals once a quarter and auto-update/reset monthly

add the ability to goals to set once a quarter & each month, the goal will auto-update to the new goal at the beginning of the month.
Mary Nichols about 1 year ago in Goals 0

Goals - previous month/quarter look back/drill down

Goals When Feb 1 hits, my goals reset, which I want - but I also want to look back at January and I can't. Or even a quarter lookback
Ellen Knowles 8 months ago in Goals 0