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User Experience

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Please add a generic list of all agencies or facilities in an area to choose from as an option for selecting comparisons in reports & presentations.

Right now users do not have an easy way to search for any agency or facility they want to compare to when they are on the select comparisons pop-up on the Total Patient Cost report or in presentations. Not having a generic list to search through t...
Ashley Scrimo almost 2 years ago in User Experience 0 Future consideration

Add the definition and timeframe to charts that are shown in presentations/jpeg downloads

It would be very helpful if, for the charts that one can download throughout the platform, the definitions of the metrics shown on the "i's" at the top of the columns, were to download with the chart so that the definition and timeframe were visib...
Laura Green about 2 years ago in User Experience 0 Coming Soon!

Include legend that explains information on what data elements are included.

I feel that it would be most beneficial to be able to include this information when building presentations so that when they are printed and shared with providers, they understand the detail after the marketer leaves. I think this is especially im...
Brandon Culp about 2 years ago in User Experience 1 Coming Soon!

Deleting a saved share (contact) list on sharing Presentation

For users to be able to delete saved (contact) share list. When users accidentally creates a share list there is no way to delete it. A lot of workarounds were done but not successful such as unticking the emails of the users from the list.
Nica Yabut about 2 years ago in User Experience 0 Future consideration

Add the following columns & metrics to the Explore page for Facilities: Facility's Intended HHA Utilization, Facility's Actual HHA Utilization from Sales Spotlight, Inpatient HHA Patients & Outpatient HHA Patients Totals from the Destinations table

These metrics would be helpful to include on the explore page so they could be compared in one view to other facilties in the area.
Ashley Scrimo about 2 years ago in User Experience 0 Future consideration

Market Share Excel Report >Request for columns were sequential with the numerical column adjacent to the corresponding percent representation.

When downloading a market share report on the hospice solution by county (1 or multiples), the excel file splits the numbers and the percent into two tables. This is very confusing and would be easier to translate if the columns were sequential wi...
Guest over 2 years ago in User Experience 1 Future consideration

Add Trella as a source on Presentations

Although Trella is mentioned as the source on the leave behind, it is not marked on presentations. It would be very helpful to add to presentations a footnote that explains the Trella data as the source for the charts as well as the time period th...
Laura Green over 2 years ago in User Experience 0 Coming Soon!

Show Physician Data by Patient Location Rather than by NPI

Many physicians do not update their NPI and are registered in states that are not available to a customer, but the physician is providing care in the market in which they serve. The customer is unable to see this information.
Laura Green over 2 years ago in User Experience 0 On Roadmap

As a sales rep- provide an easier way to create leave behinds

Productize the presentations and minimize steps and complexity
Jessica Owens over 2 years ago in User Experience 0 On Roadmap

Adding Diag Breakouts section to Conversation Starters for Hospice - Physician Sales Spotlight

Hospice needs to be the same as Home Health in that the conversation starters should offer key insights for Diagnostic Group (or even better might be Chronic Conditions)
Nikki Condra over 3 years ago in User Experience 1 Future consideration