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Add IRF as a sources tab for hh and hospices and destination for hospitals

IRF is considerd post acute and we are currently unable to see the complete flow of patients from a hospital. And patients go to other post acute from IRF.
Laura Green 6 months ago in Data Metric 0 Future consideration

Add Owenership for AL and LTC

Similar to ownership tab that is now available on analyze pages in marketscape Insights for agencies and facilities- it is helpful to have ownership info for AL/LTC
Laura Green 6 months ago in Data Metric 0 Future consideration

Add Payer Mix to AL/LTC Table in Marketscape Insights

Add columns that show Medicare/MA/Medicaid payer mix for each facility in the table showing AL/LTC facilities.
Laura Green 6 months ago in Data Metric 0 Future consideration

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 6 months ago in User Experience 0

User mgmt alerting

Cadenced alerting to account Admin to verify/update accuracy of active users
Jessi Owens 6 months ago in  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 6 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 6 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 7 months ago in User Experience 0 On Roadmap

CRM Goals: Add Contact as a filter

Please add a Goal filter of Contact
Jessi Owens 7 months ago in  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 7 months ago in User Experience 0