timboslice's avatar
timboslice
Active Contributor
2 years ago
Status:
Reviewed by moderator

Custom dispositions

First of all, thank you for enabling dispositions outside of salesforce. Definitely a positive thing.

We would like you to consider custom dispositions as we are in healthcare and most of the dispositions or wraps pertain to sales and are not really applicable in our case. We are appointing patients for different services like Orthodontics, General Dentistry, and Oral surgery. While we do collect payments in the case of our revenue cycle team, largely we would like the ability to do a custom disposition or wrap code that again pertains to what the individual department is charged with. Thank you for any consideration of this request!

  • timboslice's avatar
    timboslice
    Active Contributor

    Wrap codes or dispositions that are assignable by the agents after calls so that they can be reported on. These codes should be both canned and customizable for reporting purposes by supervisors. This should be a feature available outside of a CRM integration.

  • KateG's avatar
    KateG
    GoTo Manager
    Status changed:
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