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PINNED Remove Shared Owner Report
Create an action mimic the request owner workflow for removing ownership
PINNED HCPC Goals
Add additional filters to allow us to create goals based on codes and recurring vs new orders.

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Showing 45

Primary Specialty, Clients

to help properly categorize clients need other specialties : Wound Care
Guest about 2 months ago in Accounts & Contacts 3 Already exists

Contacts within an account

It would be very helpful if the contacts within an Account were listed alphabetically.
Guest 3 months ago in Accounts & Contacts 0 Already exists

Add notification for incomplete calendar events

This would help users remember the events they need to complete each week so they are not forgotten. It would also act as a reminder to reschedule or remove any of the events that did not occur that week.
Ashley Scrimo 7 months ago in Calendar & Events 0 Already exists

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 about 2 years ago in Reporting 2 Already exists

Weekday reoccurrence for CRM calendar

Please add an options for: "Week days" when adding a reoccurring event so that Saturday and Sunday are not added check box Day options - Example "every Monday and Thursday"
Jessi Owens about 1 year ago in Calendar & Events 0 Already exists

Have option to duplicate time when duplicating events

When you duplicate an event, it gives the option to select what elements you want duplicated. It would be nice to have the option to select the time.
Madison Burns over 2 years ago in Calendar & Events 1 Already exists

Mobile Admin: full calendar visibility for Admin

Introduce functionality within the mobile app that enables Admin users (leaders) to view the calendars of their direct reports.
Jessi Owens 4 months ago in Calendar & Events 0 Already exists

Can you please add additional titles (receptionist, administrative, etc) to the contact group?

N/A
Guest 7 months ago in Accounts & Contacts 1 Already exists

Title missing

please add LT or CLT to allow designation for lymphedema therapist under title (one of our main targets)
Guest 7 months ago in Accounts & Contacts 1 Already exists

Primary and Secondary specialties needed

vascular surgeon And cardiovascular are both needed in our buisness for primary and secondary specialist
Guest 7 months ago in Accounts & Contacts 3 Already exists