Customer Ideas Portal

The Customer Ideas Portal gives you the opportunity to submit Ideas for new features and functions to add to the products and vote up existing ideas that are important to your organization.

Ideas that you create are viewable by other customers, so please be mindful of the details you include in the title and description.

Your feedback is important and valuable. Thank you for taking the time to provide it!

Note: Product bugs or configuration requests that are specific to your organization should be submitted through a case on the Customer Success Portal.

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Default the fields to be "auto-modifiable"

In the merge form, have the system default the fields in the last column to be "auto-modifiable" instead having the user click on the pencil icon for every field they need to edit.
Guest about 3 years ago in  0 Included in Release

HC Event Reviews - Add AdHoc Reviewers to Parent Event Sharing Rules

Currently, when a new reviewer is assigned to an existing event (patient, feedback, resident, ambulatory, etc) they may or may not have access to the event based on hiershare. Frequently these additional reviewers are NOT assigned to the location(...
Guest over 3 years ago in Healthcare - General 0 Included in Release

Align Picklist values from incident detail to match those on claim

Picklist values on Cause, Nature, Part, etc. need to be reviewed for consistency between Incident_Detail__c and Claim__c objects. Most likely the claim object was updated here to align to carrier values. However these changes were not done in inci...
Guest almost 4 years ago in  0 Included in Release

Rounding - Ability to assign users to individual sections to complete one form (questionnaire)

Assign sections to individual users to identify who is responsible for a specific section within a form (questionnaire)
Guest almost 4 years ago in Healthcare - Rounding / Non-Product Specific & RK/Salesforce Platform 0 Included in Release

Rounding - Trigger form directly from an event record (Patient Event, Patient Feedback, etc)

Ability to kick-off a specific form from an event record. The process would pull over specific data from the event record onto the Form (not filling out specific data elements located within the individual sections on the form)
Guest almost 4 years ago in Healthcare - Rounding / Non-Product Specific & RK/Salesforce Platform 0 Included in Release

Rounding - Summary section on the top of each page with form specific data

Add a section at the top of each form that has specific data from the form. For example, the user selects a patient, location and date of event from the first page, this information would be displayed on the top of each page in the form.
Guest almost 4 years ago in Healthcare - Rounding / Non-Product Specific & RK/Salesforce Platform 0 Included in Release

Rounding - Enhanced Lookup Functionality - Ability to define and display multiple search and results

The lookup functionality is limited within the Non-Clinical Rounding tool (RKQF). Clients need the ability to search on multiple fields and have multiple results returned in order to pick the right record.
Guest almost 4 years ago in Healthcare - Rounding / Non-Product Specific & RK/Salesforce Platform 0 Included in Release

More granular control of Update Assessment rights - Inherent vs Target

This enhancement would be to control which users can update an Inherent Assessment, currently there is a role Update Assessment that allows any Assessment type to be edited. Original Active Risk ID: ARM-I-152 Original Active Risk ID: ARM-I-152
Nick Ridout almost 4 years ago in Active Risk 0 Included in Release

Dashboard - increase number of rows visible in Grid widget

Sometimes a dashboard is created purely for users to be able to easily see their My Risks, Controls etc. It would be good to be able to increase the number of rows displayed rather than have a default of 10 rows visible. Original Active Risk ID: A...
Lisa Segrave almost 4 years ago in Active Risk / ARM - Dashboards 1 Included in Release

Create Peer Review records directly from OPPE Solution

Results from the OPPE process often lead to a Peer Review needing to be completed.
Guest about 4 years ago in Healthcare - OPPE 0 Included in Release