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Processed
When “Processed” is selected, the screen will display only phone calls that have a disposition assigned or have been associated to a Lead or Prospect.
Has a disposition OR
has a lead or opportunity associated
Associated: a user has clicked the call transaction id and navigated through the call matching modal to create a new lead/opp or update an existing record. A manual user action has occurred and this is considered processed
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Calendar - Calendar Dynamic Report - Telehealth Enhancements
What's New: The Dynamic Calendar Report has been enhanced to display telehealth data points such as Moderator, Session Start Time, Session End Time, Session Duration, Participant Join list and Participant Join time.
Why It Matters: Organizations utilizing Sunwave telehealth will now have access to session level reporting, allowing them to easily identify late participants, absences and exactly how long a telehealth session ran.
Who It's For: This enhancement is for any Sunwave client who utilizes Telehealth
How to Use: Navigate to Reports → Calendar Dynamic Report and drag the new bubbles into the report to take a look!
EMR Enhancements
EMR - Current Medications - Copy Meds: Allow Active, Expired or Discontinued Medications
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