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All Solutionreach Discussions

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What is Solutionreach used for?
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We work with Podium for reviews as well as communications all on one dashboard for multiple platforms such as facebook and our webpage I would love to have Soultionreach communications as well on that one dashboard for ease.
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Verified User
G2
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We are able to see pt's insurance under their profile but it does show as much info as we enter in Crystal. Also we have the patient's cards on file in Crystal PM yet it does not show on SR Profile. Do we have to upload and enter everything our self?
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We've been using Patient Reach tablet for about a year. When we added SR intake the paperwork we set up in Patient Reach tablet is no longer there and when we try to add in questions they will not save. Can we use both? What do you do if a patient has not completed the paperwork ahead of time?

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