All ideas

As we move to MCF, it will be helpful for customers to see how many hours their practitioners are providing in services, but also how many hours were allocated. Then they can see if they are over or under utilizing them. Also helpful for practitio...

This was feedback from a new practitioner today. All information in the My People area is grey so it's hard to distinguish information that has been filled in vs information that is an example. She didn't realise the email address here is an actua...

It would be good if Customer Admin, and possibly eHelpers too, could update the Student Service Status in Monarch. And when updated, this generates a notification to the Primary Practitioners as to the change and the next steps. Currently customer...

many schools do not pass the requirements for system checks. it would be helpful for schools and decision makers to see this in the dashboard and proactively resolve.

This is the current process to see the cancellation details for specific sessions: Go to Monarch Calendar Select the date or date range to find desired sessions Take a screenshot of which students and dates are marked cancelled Go to Reports area ...

Customers have requested the following information in the past: Timeline of when a school has a confirmed practitioner and when transitions happen and there's a gap in services. How many sessions were missed per student due to a placement gap? Whe...

The idea is to create a 5-minute video tutorial (similar to our eHelper ones, e.g. using the referral tool) that guides billing customer admins or school contacts on how their dashboard can be used to track compliance. Video tutorials I feel work ...

For virtual/home/private customers, no shows seem to be a greater issue than school based services. There are email reminders, but it seems to be not enough for some parents to remember to log on. Maybe an automated call with a message like "Remin...

Every month after I pay the practitioner's I get emails asking why the hours they were paid is different then what they see in their office. I had reached out to Customer Success to see if they could communicate when initiating practitioners to le...

The tech widget is now solely for tech support but could it expand to filter requests and direct them to the correct support group. I was setting up some services for personal use and have noticed that chat features are available but not limited t...