All ideas

on the patient demographics page, under analyze, could we add a sticky filter (preferably enter the Dx code in specifically instead of choosing from a list of filters) that customers could use to target referral sources seeing the specific patient...

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

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Target physicians who recently saw patients who died and did not refer that patient to hospice care.

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.

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.

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...

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...

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 ...

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...