Date | August 28, 2024 | ||||||||||
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Table of Contents
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How to Use It: No action is required by the user. View the Program field on the facesheet header. To view more than the first 3 values, click and drag.
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CRM Enhancements
CRM - Incoming Calls - Display Phone Call Event Log in Associated Record & Permit Notes
What's New: The Incoming Call modal has been enhanced to now push phone calls into the associated timeline and permit note taking.
Why It Matters: This enhancement allows users to flow through Incoming Calls, associate the phone call to an Opportunity and document any notes on the event of the phone call itself.
Who It's For: This feature is for anyone taking incoming admissions calls in the Sunwave CRM.
How to Use It: In CRM Calls,
Select the Call ID of the phone call being processed.
The Call Processing modal will surface any matching Leads or Opportunities while allowing you to create new
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Create a new opportunity or associate the call to an existing one in the matching modal. When the record is open the Call event will be displayed in the timeline with an Action button.
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Flow through the action button to leave a note related to the call
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Ticket Summary Table
Issue key | Summary |
SUN-4474 | Fetching Benefits from Waystar returns JSON Output rather than PDF |
SUN-4451 | Enhancement to Extract Reports |
SUN-4377 | Ignore Negative Sign for Debit Payment Type in Allocation Comparison |
SUN-4367 | Calendar Dynamic Report - Error Rendering Report UI for Specific Patient |
SUN-4319 | FoRSE Scores Saved Reports Doesn't Load |
SUN-4232 | Users Receiving Error When Assigning Denial Reason Due to Possible Character Limit Issue |
SUN- |
CRM - Incoming Calls - Timeline - System Call Logs - Implement Action Button functionality with create comment option
3995 | Develop Device Management Table for Device Authentication |
SUN-3879 | EMR - Facesheet Header - Display Multiple Active Programs |
SUN-3665
SUN-3371 | Automatically Include Stock Training Videos in New Realms |
SUN-2714 | Upgrade Database |
SUN-141 | User Management - Addition of Permissions Template Tab in Role and User Setup for Streamlined Permission Management |