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If you filter to a certain geography on Explore, the Medical Group filter should show results for that specific location, not the whole country.

It would be nice if you filter on a geography like a county and state, then filter for medical group, if the results could be specific to the chosen geography instead of listing everybody in the whole country.
Ashley Scrimo 20 days ago in User Experience 0

Common Admin: Accept characters in email addresses

remove the restriction in Common Admin and tools that disallows special characters like (') in email addresses.
Jessi Owens 20 days ago in User Experience 0

Send Sales Spotlight emails to any email

Want to be a hero for Trella and blow people's minds ? Add a text box to the UI for emailing sales spotlights directly to doctors/referral sources! Think about the viral growth potential and Trella branding. Make it easier for the sales reps to sh...
Albert Rynkiewicz 13 days ago in Sales Rep Feature 0

Add i button to Sales Spotlight

adding definitions to Sales Spotlight so the user knows what they are looking at & can more confidently speak to it.
Mary Nichols 13 days ago in User Experience 0

Identify related NPI's and/or identify when there aren't related FFS claims

If you pick an NPI that has no claims a page pops up suggesting related NPI's If you pick an NPI that has no FFS claims and/or no related NPI's a message presents advising this
Jessi Owens 6 months ago in User Experience 0

Add N/A option to the manager filter and make "N/A" the default for any managed users who have a disabled manager

Today if a manager is disabled in the system, nothing at all happens to the users they manage. These users will still show as being managed by the disabled user. It would be helpful if any managed users of a disabled manager automatically defaulte...
Ashley Scrimo 2 months ago in User Experience 0

Ability to Customize Welcome Emails

Admin Request: I would like to be able to customize the Welcome email template to add links, additional directions, attach documents.
Alex Chesnutt 4 months ago in User Experience 0

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 5 months ago in User Experience 0

Highest Affiliated Owner for HME/INF

Can we add another column to include the Highest affiliated owner for HME/Infusion. Example, 180 Medical, Adapt, Lincare, etc.
Chandler Hoffmann about 1 month ago in Data Metric 0

MAR CRM - Copy User Permissions when creating new users

prevent a user from having to manually do it every time they add multiple users. There are many people that need the same permissions and access, but only need to change the user information, so it would be helpful to have a “duplicate user inform...
Chandler Hoffmann about 1 month ago in User Experience 0