Version 1.17

Enhancements

  • Inbound Referrals - Added new fields and processes to capture the Date/Time and User who scheduled the referral to Consult.
  • Activity Snapshot - Added a Daily Scheduled to Consult section that will list the referrals that were Scheduled to Consult on the specified day.
  • Outbound Referrals - Added ability to use manual Tasks and Task Profiles, with similar functionality as Inbound Referrals.
  • Task Profiles - Added another category for Outbound Referral so that Task Profiles can be created for use with Outbound Referrals.
  • Tasks Snapshot - Added a Outbound Referral Tasks section that will list the tasks related to Outbound Referrals based on the specified criteria.
  • Partner Practices - Added the overall ranking number/link to the Provider list displayed at the bottom of the Partner Practice information. Clicking the ranking will load the Partner Provider Scorecard in a new tab.
  • Inbound Referrals - Added new feature to allow the user to specify the Assigned User when setting a Task Profile for the Referral.
  • Partner Practices - Added new feature to allow the user to specify the Assigned User when setting a Task Profile for the Partner Practice.
  • Partner Providers - Added new feature to allow the user to specify the Assigned User when setting a Task Profile for the Partner Provider.
  • Partner Providers - Added the overall ranking number/link to the results list. Clicking the ranking will load the Partern Provider Scorecard in a new tab.
  • All Notes (Inbound Referrals, Outbound Referrals, Partner Practices, Partner Providers) - Added new feature to allow for "pinning" a single note to the top of the list for easier reference.
  • Partner Provider Referral Log Report - New report that will shows a Partner Provider friendly listing of referrals for a specific Partner Provider over a specified time period.
  • Inbound Volume By Specialty - new report to show referral volume (previous vs. current) by Specialty categories defined on the Partner Providers.
  • Inbound Earnings By Specialty - new report to show earnings (previous vs. current) by Specialty categories defined on the Partner Providers.