Point of Care Ideas

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CSM Dashboard - Add Expected End Date Column to Service Holds Metric

If the office is using the CSM Dashboard to monitor service holds, it would be helpful to also include a column that shows Expected End Date. This additional information would help users determine if the service hold needs follow-up and prevent offices leaving service holds open longer than needed.

  • Danielle Beebe
  • Aug 20 2025
  • Needs Review
Idea Background

With service holds now including exceptions, there's more to monitor. With service hold functionality requiring 2 steps to start and end for most types, it would help offices to enter and keep track of expected end dates.

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Idea Benefit

Provides more information without having to run the service hold report to see dates.

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