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Ability to bulk assign to more than one user.

Right now Assign Anywhere only allows you to assign accounts/contacts to one single user.
Marissa Atwell 12 months ago in User Experience 0

Mar Ins-Only: Grant admins single-click access to login to reps accounts

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.
Kate Work 12 months ago in User Experience 0

Add SNF Bed Count to HH & HOS Insights

it would be helpful to pull the SNF bed count that we have in the SNF module over to HH & HOS
Mary Nichols 12 months ago in Data Metric 0

Add Patient Days to HOS destinations chart for SNF

Customer would like hospice patient days in the destinations table.
Michelle mmalone@trellahealth.com 12 months ago in Data Metric 1

Ability to choose Account or Contact for CRM when using assign anywhere

Need an option in Insights to choose assignment destination of Account or Contact
Jessi Owens about 1 year ago in User Experience 0

Add Admin to navigation pane

Within the tools themselves, where the navigation dropdown is located that allows navigation between modules, please add Admin as an option as well.
Jessi Owens about 1 year ago in User Experience 0

Add City, Zip Code, County, and Address as column options to the HHA/HOS Analyze physician sources table.

It would be helpful to have an option to pull in City, Zip Code, County, and Address as column options in the physician sources table on a HHA or HOS Analyze page. This would allow users to quickly access that information without having to click i...
Ashley Scrimo about 1 year ago in User Experience 0

Automate data push to assigned users

Push specific data sets (high RTA DRGs, SNF utilization %, or our SNF volume from an assigned hospital) monthly, weekly, or at some prescribed frequency.
TJ Brocker about 1 year ago in User Experience 0

Dark Mode for MARINS + CRM

Vision imparities make it hard to view the UI with so much whit space, more and more requests are coming from prospects to have a dark mode.
Taylor Faucette about 1 year ago in User Experience 0

Send Sales Spotlight emails to any email

Want to be a hero for Trella and blow people's minds ? Add a text box to the UI for emailing sales spotlights directly to doctors/referral sources! Think about the viral growth potential and Trella branding. Make it easier for the sales reps to sh...
Albert Rynkiewicz about 1 year ago in Sales Rep Feature 0