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User Experience

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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 over 1 year 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 over 1 year ago in User Experience 0 Future consideration

Create Sales Spotlight for Skilled Nursing Facilities

Need this for SNF similar to needs for hospital in the hospice solution Longer length of stay patients (room and board patients, not skilled); care about how deeply they can penetrate the old people who are getting old only capture the rehabing pa...
Guest over 2 years ago in User Experience 0 Future consideration

add ownership filter to explore page

on the explore page, it would be helpful to have a filter that allows you to filter by owner to find all agencies owned by that entity.
Mary Nichols 10 months ago in User Experience 0 Coming Soon!

Ability to customize the Top 5 Physician Sources on the home page

The top 5 physician sources are not meaningful for most reps, and in some cases managers. We need users to be able to customize the physicians included in the list.
Jess Chew 10 months 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 1 year 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 almost 2 years ago in User Experience 0 Coming Soon!

Move the navigation from the globe to the LOB name

The globe is not intuitive. The thought process is, "I am in Home Health, I want to go to Hospice," so I click on "Home Health" which is visible at the top. In addition, quite often the globe is invisible off the bottom of the screen.
Charles Fox over 2 years ago in User Experience 1 Already exists

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 almost 2 years ago in User Experience 0 On Roadmap

search function in Usage Reporting

add a search bar to search by name or email domain for the users weekly/monthly usage report.
Mary Nichols 12 months ago in User Experience 0 Future consideration