January 2024 Release Highlights

  • Updated

January Release Highlights

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[New CRM Feature]: Boost Collaboration with Discussions and User Tagging

Engage in contextual conversations, tag users, and drive action faster with the all-new Discussions feature. 

Explore Discussions

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[CRM Enhancements]: EMR API and User Interface Design 

We’ve beefed up the API with the Kipu EMR to pass along more information —including referral info, insurance contact information, and more—to cut the need to for duplicate entry. Check them all out here under the API heading.

 

We also updated the look and feel in areas like facility contacts, tasks, and history logs to provide better access to the information you need at-hand. Check out more about our updated design here

What's Next for the CRM?

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Description automatically generated with medium confidence We're advancing security measures and developing an outbound call list application. More updates to follow! 

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