Point of Care Ideas

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BPCRM Referral: Option to send Notes to Call Center after conversion

Provide the ability to send notes from the referral in BPCRM to the Call Center after a referral has been converted to an admission. Requested by Wendy Roberts and David Darnell during BPCRM referral pilot.

  • Danielle Beebe
  • Sep 18 2026
  • Needs Review
Idea Background

Similar to other screens, allow offices to send notes from the BPCRM Referrals screen to the Call Center after the client has been admitted. That way the office can see everything in one place without having to duplicate notes that were already created during the referral period.

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Idea Benefit

Prevents offices from having to enter notes in BPCRM Referrals and again in the Call Center.

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Compliance Risk- Business Score 1-Low (Limited impact, focused level)
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