All ideas

As we consider in the future allowing the customer to add more service details and requirements themselves directly into Monarch, I was thinking a feature for them to edit their calendar may be interesting. For example, they could enter known holi...

Problem: Customer Success currently has 100+ referrals in the queue that require manual, one-by-one review and cannot be removed. These include cases such as: Deactivated students Referrals that were canceled Referrals where a practitioner d...

Add a dedicated Resend Login Information button within Monarch for eHelper and Customer Admin accounts.

Currently, when a new eHelper or Admin account is created in Monarch, login instruction emails are automatically sent. While this is a helpful feature in many cases, customer start-ups vary, and there are situations where sending emails immediatel...

We're hoping to automate the customer and school welcome emails, but we still have to manually copy/paste their Customer Admin/eHelper username. Rather than continuing this manual step, can we have a Forgot Username on the login page that function...

Practitioners assume that Monarch's month-end is midnight of the last day of the month. They also assume that it'll be in their own time zone. **THIS IS A VERY QUICK AND EASY EDIT IN MONARCH** I've gotten in the habit of including the time/time-zo...

We currently have to create a Customer Admin and eHelper account for contacts who are both a district-level and school-level contact. This is very common for one-school contracts. We have to create both accounts so that the Customer Admin account ...

Purpose To improve cross-functional visibility, accountability, and efficiency by consolidating placement confirmation, training, and licensing processes into a single automated platform that reduces manual tracking and accelerates time-to-start. ...

Key Objectives Centralize all licensing information in one system. Enable all users to efficiently search, filter, and access data without relying on pre-set spreadsheet filters. Standardize naming conventions and data structure to reduce co...

Income Summary's were an addition to our contractor services for the last couple years. Any Px who had billed in the previous calendar year would receive the document whether they were still with us or not. This year, this summary was nearly cance...