User Experience

One less step to share info. Not everyone in the org has access to Trella.

This is requested that only Admins should be able to modify the demographics section of a hospice or home health agency, especially aliases.

Create Client-branded presentations from talking points within the solution. Depending upon work impact, via one of these options: Anything/any bit of data from the site Reflect the leave behind template: https://hhasupport.trellahealth.com/hc/en-...

This could also be for HME/Inf as the product for that area evolves. Enhance user experience and efficiency. We sell that we make the users' processes easier, yet this is a slightly complex/glitchy process.

right now, patient volume in phys sales spotlight/conversation starters doesn't note that this patient count is the count of 3 months prior - it would be helpful to note this in the text or include an i button so it is clear what the count is.