All ideas

For clients who primarily use Outlook or Google Calendar to manage their emails and event invites, it's incredibly useful to have real-time synchronization with their CRM. This ensures that as they enter events into the CRM, they can seamlessly vi...

Our team would like to see an automated alert that generates from contact birthdays. Ideally the alert could be turned on or off. It would create either an annual Calendar event for the Shared Owners, or it would generate a pop-up reminder that co...

We are working with Hospice of River Valley regarding goals. They wanted to change where we pull out the data on the referral tab. As we observe that the number indicated on the Goal Type are based on the SOC Date. They wanted to pull the data usi...

add star rating, nursing/therapy visits to facility destinations in Insights for Home Health. when doing a competitive analysis, having these quality & operational metrics on the facility destinations page will help put all competitive metrics...

Looking for ability to target physicians by size of population by PDGM group- especially wound care.

For facilities such as hospitals and SNFs, add facility specific acuity for hospices

Discharge pattern is important to understand from hospice agency standpoint. What types of patients are discharged into GIP vs. home from the hospital. This is in line with other requests to see more detail on what patients, by diagnosis are disch...

There are some instances that a User would like to remove the My Default agency rather than changing it to something else.

on the new ALF/LTC Explore data...knowing if an ALF has a high affiliation with a given hospice will help our customers know the opportunity they have within an ALF & also will help them with which direction to go in talking points

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...