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Have Parent Accounts be visible when a Child Account is selected in the My People area.

(See Tech Ticket # 38173 ) When searching Student and/or School accounts, it's hard to know where these accounts belong to since their Parent Account isn't visible. For example, I can't see what school a student is linked to if I only search the s...
Guest over 2 years ago in Efficiencies 0

Customer field to determine hourly rate between 2 years

Hi, During Aug 2023, Accounting team continues to receive questions from AM regarding hourly rate applied into invoices. I found that that the hourly rate of the Customers, who are signed contract with TinyEYE under RFP process, are changed based ...
Guest over 2 years ago in Revenue & Business Strategy 0

Training navigation in Monarch for new logins - supplementing training and orientation

Training seems to be a pain point these days. An idea that helps make it seem less heavy and interactive within the system could be for new users logging in that little message pop up and orient them to the different areas of Monarch and how they ...
Guest over 2 years ago in User Experience 0

Ability to mass delete future sessions in Calendar rather then individual series

therapists leave placements and we need to clean up their calendar of future sessions so a new therapists can come in. We ask the departing therapist to do this but sometimes they can't. This feature would benefit therapists as well if they have t...
Guest over 2 years ago in Technology & Innovations 0

Have a button on student, eHelper, customer admin that allows a therapist or service coordinator to generate an email to the Guardian (for students) or eHelper/CAadmin with username

We currently have to manually do this and often omit entering email addresses. We are also finding that therapists working with virtual students are having challenges getting this information to the families
Guest over 2 years ago in Technology & Innovations 0

Customs Field for Invoicing purpose

Hi, I would like to add Custom Field in Monarch to easily generate invoices per request from the Customers and per SA agreements Quickly applying correct rate for ESY and new School year service during renewal season Automatically generating invoi...
Guest over 2 years ago in Revenue & Business Strategy 0

Allow billing at District Level for practitioners working at more than one school, and less student specific billing categories for indirect work.

I have had this request come back from 3 practitioners this year so far, where they work with several schools or when working through start up and coordinating services that are not student specific. Moving to an FTE model of services this will al...
Guest over 2 years ago in Technology & Innovations 0

Create 2 therapist accounts for a therapist who provide more than 1 services

Create 2 therapist accounts for a therapist who provide more than 1 services to different customers. This is related to error in Service Type field of auto billing entries. The Customer will ask why I have to pay for the service which I did not or...
Guest almost 3 years ago in User Experience 0

Monarch allow 1 student scheduled at the same day/time for multiple therapists if the session is marked as an IEP Meeting.

A TinyEYE SLP reached out to the Customer Care Team since she was unable to schedule an IEP Meeting because another TinyEYE SLP was also attending the same IEP Meeting and had it scheduled in Monarch. It'd be helpful for Monarch to allow mutiple t...
Guest almost 3 years ago in User Experience 0

Test

test
Amirhossein Fathollahi over 3 years ago in  0