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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

Send email alert to csm@trellahealth.com anytime an NPI is added or deleted from a MAR account.

Send email alert to csm@trellahealth.com anytime an NPI is added or deleted from a MAR account. This would allow the CSM to verify that the NPIs are in SFDC and if there is a pricing change that we must prepare for. Also, if it is a removal of NPI...
Bernie Segura over 1 year ago in  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 Metric: Physician Hospitalization Rates

Physicians that are a part of an ACO are under pressure to ensure patients stay out of the hospital, so we should consider this as an additional quality metric
Mary Nichols 11 months ago in Data Metric 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 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

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 11 months ago in User Experience 0 Future consideration

Add Contact and Pt demographics info on Explore tab columns

There appears to be no easy way to pull a couple items for various HHA efficiently à currently have to click into each HHA profile individually and click drop down. Is there a way you could pull home health agencies information and/or include on t...
Jessica Owens 11 months ago in  0 Future consideration

MAR INS HME/INF - Code set permission for users to only have certain code sets

A large data only customer has requested that their sales team only be permitted to see the code sets that pertain to their specific job, not all of the code sets that the company has purchased. We are wondering if we might be able to assign code ...
Chandler Hoffmann 11 months ago in  0 Coming Soon!

Need to Add Star Rating on Home Health/Hospice under Facilities, Destination Tab

The star rating is on the Home Health Agencies but not when you are comparing Facilities destination tab. Currently you have to pull each competitor info to find the star rating
Michael Schwegler over 3 years ago in Data Metric 5 Future consideration