Agent 365 CRM
Fact Finder
November 14, 2025
Summary
Changes are for: Allows on-screen Fact Finder in CRM.
What's New
- Within a Contact you can fill out a Fact Finder right on-screen.
- Any data you already have entered in the contact will be imported into the Fact Finder.
- Data will save each time you press next (without needing to Submit).
- If you Submit the Fact Finder, 2 Notes will be created: Note 1 combines all Fact Finder notes into one note; Note 2 combines all prescriptions as one note (you can copy and paste this into Health Sherpa Medicare using the Prescription AI).