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Add as Account Option in Marketscape Insights

Within Marketscape Insights - add an option for a rep to Add that physician or facility as an account within CRM. Right now, it only allows you to add as a contact.
Guest over 1 year ago in  0 Future consideration

adding HHA patients entered to explore tab

I would like to be able to see the number of patients who entered HH within 30 days of d/c but didn't have HH coded at the time of d/c on the explore page so i can look at that metric for multiple facilities at once.
Kristi Wimberly over 1 year ago in  0 Future consideration

Add bulk editing capabilities in admin for Insights users.

Please add the ability for multiple user profiles to be updated in bulk by an admin. It would be ideal if users listed manager, state and product access, role, and enabled status could all be updated by an admin in bulk. This would alleviate the n...
Ashley Scrimo 8 months ago in User Experience 0 On Roadmap

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 6 months ago in Data Metric 0 Future consideration

create a chart/presentation from any table in Marketscape Insights

customers want to create charts/graphs from any/all tables in Insights as a visual way of presenting the data
Mary Nichols 2 months ago in User Experience 0

Options to clear out saved My Default Location.

Would like to have an option to clear saved Default location in the Filter section in Explore
Guest 2 months ago in User Experience 0

Add CPT Filter to Marketscape

Add CPT Filter to Marketscape. Requested in order to search by CPT code because it aligns with the way in which customer handles referrals and new business partnerships.
Laura Green over 3 years ago in  8 Future consideration

Additional Columns, filters and export abilities in Common Admin Users View

Ability to see CRM Roles with an added Column & Filter Ability to see the last activity date for CRM Ability to see which users are in CRM "demo" status With an added column and filter to see a list of users not being counted toward the licens...
Michelle mmalone@trellahealth.com 4 months ago in User Experience 0

Have Saved Views available for entire organization

This would be useful to predefine a particular market and filter criteria, and have all users be looking at the same list
Guest 2 months ago in User Experience 0

Quarterly Market Share Reports - Customized by Customer

Carter provides a quarterly Market Share report that to be shared with customers, must be customized for each customer based on the business lines and states they subscribe to. The CSM that is customizing each of these reports takes a significant ...
Bernie Segura over 1 year ago in User Experience 0 Future consideration