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User Experience

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Automated emails for sales reps in the field

What I have in mind is a feature that Gong has where it's sending me automated email recommendations of where I should spend my time that day. It makes it easier to understand where to prioritize because when you go in to the platform the options ...
Connor Armstrong 11 months 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 almost 2 years ago in User Experience 0 Future consideration

Expand Salesforce ID Column in Admin

Forces user to click into the account to see the Salesforce ID. If user is trying to compare multiple accounts' SF IDs then this increases number of clicks.
Max Rothman 12 months ago in User Experience 0 Future consideration

Custom Presentations - Show all data from each table

while there is a workaround to put the custom presentation in landscape when printing & move columns that you want to show to the left, there are still some columns that are not shown when creating a custom presenation. example attached. there...
Mary Nichols 12 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 almost 2 years ago in User Experience 1 Future consideration

The ability to filter by City or Town for the Market Share Report.

Counties are sometimes very large and often drawn in an irregular way so it would be nice to have a way to more specifically filter the data down by Cities or Towns. That way you can focus your search more and exclude any cities or towns that are ...
Ashley Scrimo almost 3 years ago in User Experience 1 Future consideration

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 about 3 years ago in User Experience 1 Already exists

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 about 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 about 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 about 2 years ago in User Experience 0 On Roadmap