Skip to Main Content
Marketscape Insights Idea Center
ADD A NEW IDEA

All ideas

Showing 463 of 463

Weekday reoccurrence for CRM calendar

Please add an options for: "Week days" when adding a reoccurring event so that Saturday and Sunday are not added check box Day options - Example "every Monday and Thursday"
Jessi Owens about 1 month ago in User Experience 0

User mgmt alerting

Cadenced alerting to account Admin to verify/update accuracy of active users
Jessi Owens about 1 month ago in CRM 0

Identify related NPI's and/or identify when there aren't related FFS claims

If you pick an NPI that has no claims a page pops up suggesting related NPI's If you pick an NPI that has no FFS claims and/or no related NPI's a message presents advising this
Jessi Owens about 2 months ago in User Experience 0

Provide highest affiliated agency for facilities in HH/HOS/SNF in Insights

On the explore tab we provide the highest affiliated agencies for physicians but do not provide this information on the Facilities tab. Please add this information.
Laura Green about 2 months ago in Data Metric 0 Future consideration

Refreshed welcome email from mar ins

Refresh copy and header image with new resources linked to help improve users onboarding experience. Work with Ellen and Katherine. https://excelhealthgroup.sharepoint.com/:w:/g/mkt/EYLwVmtCCmNOhDb0dIhYcfwBx12Wdp3P7p1QEDF_OyKl-w?e=EfJDyW
Ellen Knowles about 2 months ago in User Experience 0 On Roadmap

CRM Goals: Add Contact as a filter

Please add a Goal filter of Contact
Jessi Owens 2 months ago in CRM 0

Print to word, ppt

currently, there is only a print to PDF option. while this option is great, there's no way to edit the charts/graphs you don't want once you save to PDF AND some of the longer tables get cut off. having an option to either "print to word" or open ...
Mary Nichols 2 months ago in User Experience 0

CRM Contact Birthday Alerts

Our team would like to see an automated alert that generates from contact birthdays. Ideally the alert could be turned on or off. It would create either an annual Calendar event for the Shared Owners, or it would generate a pop-up reminder that co...
Erica Smith 2 months ago in CRM 0

Goal Type: Referral should measure Date Entered

We are working with Hospice of River Valley regarding goals. They wanted to change where we pull out the data on the referral tab. As we observe that the number indicated on the Goal Type are based on the SOC Date. They wanted to pull the data usi...
Bryan Henry Bernil 3 months ago in CRM 0

add star rating, nursing/therapy visits to facility destinations in Insights for Home Health

add star rating, nursing/therapy visits to facility destinations in Insights for Home Health. when doing a competitive analysis, having these quality & operational metrics on the facility destinations page will help put all competitive metrics...
Mary Nichols 3 months ago in User Experience 0 Future consideration