All ideas

This is requested that only Admins should be able to modify the demographics section of a hospice or home health agency, especially aliases.

All HME and Infusion organizations that are not affiliated with a physician group (about 75% of the market) are calling on providers in order to get scripts from them. When a provider is fulfilling their own scripts, it's a "dead" lead as they wil...

Create Client-branded presentations from talking points within the solution. Depending upon work impact, via one of these options: Anything/any bit of data from the site Reflect the leave behind template: https://hhasupport.trellahealth.com/hc/en-...

This could also be for HME/Inf as the product for that area evolves. Enhance user experience and efficiency. We sell that we make the users' processes easier, yet this is a slightly complex/glitchy process.

Productize the presentations and minimize steps and complexity

right now, patient volume in phys sales spotlight/conversation starters doesn't note that this patient count is the count of 3 months prior - it would be helpful to note this in the text or include an i button so it is clear what the count is.

we have a filter that shows hospital affiliation, but what we don't have is Phys SNF affiliation which is helpful for our HOS customers especially because they want to see what Physicians are visiting or are Med Directors at a particular SNF

Right now when you add graphs from an agency page to your clipboard and then into a presentation, it does not label above the graph where a particular table came from/which agency the data in the table or chart respresents.

Insert and Update can be useful in many scenarios. Are are a few: Uploading new accounts and contacts for a campaign Setting the value of an attribute that wasn't previously used. Creating a large number of new users from an acquired company.

one of my customers is requesting a way to search for providers (Doctors mostly) who may have high patient population of patients that travel from a neighboring county. this happens in rural markets - patients may travel from a neighboring rural c...