Enhancement Request

We are currently building out the On Demand self boarding solution for PioneerRx/QS1. These will be boarded with HSC/HSC and push through to Underwriting. Given there isn't an assigned rep, all Pend support will be handled by Zach Lovan's team at ...

As an HSC leader, managing HSC rep work capacity when I select around 50 cases in a list view, it is assigning them all to 1 person when we have 2 or 3 people in the current queue that it should round robin assign to. This is creating additional t...

Priority 3 of 8 - "Version 2" CCP of Case Management: ALL Emails Route Directly to Salesforce/CCP to Create Case + Auto-Assign Client and Specialist Within Salesforce/CCP: Case Management "Version 1" has been established and will go live with Payr...

As an HSC leadership team member, we have no automatic way to approve cases for existing Salesforce cases. This creates a time constraint to manage and review the additional mailbox, filter out the approvals/requests from the additional informatio...

P1 of 8:Regional Queues: Floating Client Within Salesforce/CCP: Case Management "Version 1" has been established and will go live with Payroll Optimization. This is Priority 1 of 8 for "Version 2" of Case Management. Same as SPA Support exists tod...

As a spa support specialist, we need an efficient way to review hypercare intake form details in our spa support cases. This is creating duplicate work to review the email/description and pull out the necessary date to work and close a case. If we...

For individuals who have a a preferred name the legal name is what is populating in SalesForce.

As a Payroll Operations org (Heartland), we have place to conduct new hire training that will not effect active clients. This prevents new hires from being able to complete hands on practice before being responsible for client care requiring highe...

As a Heartland Product Specialist, there is no way to identify required product fields per product and type of request within SalesForce. This allows for Product Specialist to close cases without all of the necessary information. If we were able t...