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User Experience

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Please add the ability for the My Agency NPI lists to be overrided or updated with a bulk upload list.

Please add the ability in admin to override or update an existing My Agency NPI list with a new bulk upload list and give the options to either override the current "My Agency list" with the NPI list that has been uploaded (which would remove any ...
Ashley Scrimo about 1 year 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

MAR INS > Better login error messages

Any time the login process does not allow a user to progress to the portal of choice the interface should explain the reason to the user so they can relay that to their admin. For example, if the HME user does not have an active code set or there ...
Geethika Nandam about 1 year ago in User Experience 0 Future consideration

Presentation Print to work with Larger Data

When you have detailed data clipped on a presentation instead of a chart, and you try to Print the presentation on Landscape, Portrait, PDF, it doesn't matter, it gets cut off on each page.
Maegan Williams about 1 year ago in User Experience 0 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

To enhance the current layout to fully utilize the screen real estate, requiring unnecessary scrolling to access additional columns.

Modify the layout to ensure that the Order Share table spans the entire width of the page, optimizing screen real estate.Enhance compatibility with browser zoom settings, such as the user's preference for 90% zoom. Ensure that the table and its as...
Marc Angelo De Guzman over 1 year ago in User Experience 0 Future consideration

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 over 1 year ago in User Experience 0 Future consideration

Clicking tiles takes me to the table where the data lives

When I am on an Analyze page, I'd like to see more details on the metrics provided in the Sales Spotlight/Insights dashboard, but I am not sure where the data lives. I'd like to be able to click on the tile and be taken to the table for the data l...
Garrison Young about 4 years ago in User Experience 0 Future consideration