CRM Web

May 2025

New Feature - Patient Appointment Table

• What? Additional Appointment section in Patients
  
  • Benefit
    
    • Refocus CRM on patients and away from referrals or orders to better support clinical reps in CRM.
• What's included?
  
  • Added more details in the Patients > Appointment section
• Location
  
  • Patients

New Feature - Zendesk Messaging

• What? Update Zendesk Chat to Zendesk Messaging
  
  • Benefit
    
    • Zendesk recently had an update to migrate from live chat to messaging
  • Location
    
    • Support Chat

New Feature - Calendar Updates

• What? Update the calendar to the latest version.
  
  • Benefit
    
    • Latest patches includes small features and bug fixes
  • Location
    
    • Calendar

Other Enhancements - Web

• What? IMON Enhancements
  
  • What's included?
    
    • Improve parsing custom master query
    • UI Improvements
  • Location
    
    • IMON

April 2025

CRM Web:

New Feature: Goal Sharing

• What: A feature that enables users to share their goals with managers, admins, and leaders, providing enhanced visibility and alignment across the organization.​

  • Benefit

    • Allow users at any level to share active goals with other leaders. ​

    • Improved visibility among users for goals

  • What's included?

  • Ability to share a goal

  • Visibility of whom the goal is shared with

  • Admin users visibility to all user's goals

  • Location

    • Goals

New Feature: Improve Web Searching

• What: Update existing search functionality to utilize a combination of fields return a more compressive list of possible results vs designating specific fields that can be used to return results.

  • Benefit

    • Improved Search Accuracy and Better user Experience

  • Location

    • Global Search

Other Enhancements: Web

• What: Coaching Enhancements

  • What's included?

    • Duplicate Templates

    • Edit Sessions on Web

    • Submit Session on Web

  • Location

    • Coaching

    • Coaching Template" } ], "type": "paragraph" }" data-slate-object="block" data-key="950"Settings > Coaching Template

CRM Mobile:

• Versions Released

  • Android: 24.5.1

  • iOS: 24.5.1

  Versions Released

  • Android: 24.5.1

  • iOS: 24.5.1

New Feature: Coaching Enhancements

• What: Sales reps are now able to Create Coaching on Mobile

• Benefit

  • Sales rep are now able to create coaching sessions directly from their mobile devices

   

New Feature: Improve Mobile Searching

• What: Update existing search functionality to utilize a combination of fields return a more compressive list of possible results vs designating specific fields that can be used to return results.

  • Benefit

    • Improved Search Accuracy and Better user Experience

  • Location

    • Global Search