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Refreshed Client Record Header

On April 17th, we released some changes to the client record header! Here's what was refreshed: Client Custom Fields Moved to Header – Client custom fields were moved into the client record header, just under the client name. Client Custom Fields…

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New Current Pulse Reasons Report

We’re excited to announce the launch of our new Current Pulse Reasons Report. Similar to our recently released Client Pulse Health Report, this one comes with greater report flexibility and configurability so you can quickly answer important questions about your…

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New Current Pulse Heath Report

We’re excited to announce the new Current Pulse Health Report. The new Current Pulse Health Report comes with more report flexibility and configurability so you can quickly answer important questions about your client health portfolio. Reports Tab > Current Pulse…

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