Version 1.12

Enhancements

  • Inbound Referrals - Added new option to allow selection of the assigned user when completing a Task Profile task and chosing to auto-schedule the next task.
  • Referral Activation Report - new report to show partner providers who have referred for the first time (new) or are referring again after more than 365 days (re-activated) during a specified time interval.
  • Schedule Assist Report - new report/tool designed to help new patient coordinators refine and standardize their consult schedule based on previous practice consult scheduled ratios.
  • Notes Snapshot - Added new option to allow filtering the results based on whether the note contains a text string entered by the user.
  • Tasks Snapshot - Added new option to allow filtering the results based on whether the task description or note contains a text string entered by the user.
  • Added Previous Month Selection In The Reports For Inbound Volume By Case Type, By Practice, By Provider, By Time.
  • Added Previous Month Selection In The Reports For Earnings By Case Type, By Coordinator, By Practice, By Provider, By Time.
  • Added Previous Month Selection In The Reports For Treatment Coordinator Conversion, Practice/Provider Breakdown, Treatment Opportunities, Referral Method By Time.
  • Added Previous Month Selection In The Reports For Outbound Volume By Case Type, By Provider, By Time.
  • Added Previous Month Selection In The Reports For Expense By Time, By Type, By Practice, By Provider.