All ideas

Users need a way to use standard selection tools like the "Command" key to choose individual records and the "Shift" key to choose a range of records between top and bottom clicks.

Right now Assign Anywhere only allows you to assign accounts/contacts to one single user.

adding the Medicaid patient counts from analyze to explore will allow fro users to compare on the explore page

When setting up reps it would be helpful for admins to be able to log in as them without having to change passwords back and forth.

Admin Request: I would like to be able to customize the Welcome email template to add links, additional directions, attach documents.

it would be helpful to pull the SNF bed count that we have in the SNF module over to HH & HOS

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 ...

if an agency has multiple npis, i would like to see my competitors roll up as well as my own agency as a whole

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...

This feature serves the purpose of sending welcome emails and facilitating password resets for multiple users concurrently. It essentially replicates the functionality of the "Resend Welcome Email" and "Reset Password" options found within individ...