All ideas

Some schools have us enter referrals for them. In some cases, this is prior to them obtaining consent from families and they are not required to provide us consent. We are needing to check off "I confirm consent has been obtained". I would ask tha...

Hello, I am finding that practitioners sometimes take more than 4 days to click accept on a referral in the portal. Sometimes they want to discuss scheduling directly with a school first, before accepting, and when it disappears they need to then ...

Overall : Addresses both "User Experience" AND "Efficiencies" The existing workflow is fragmented, manual, error-prone, and requires significant staff intervention. A centralized onboarding-specific area within Monarch with controlled access w...

We have come across a practitioner who submitting excessive billing, in the range of 5x the recommended time. It would be helpful if Monarch could flag billing that is excessive in some way so account managers can review and ensure there are no er...

Some practitioners are restricted based on performance concerns but need to remain linked and can provide limited services to a school. To be able t o mitigate ongoing risks to services, there needs to be a way to block their ability to accept new...

A new customer (Health Unit) expressed concern that eHelpers (staff) can see students other than their assigned clients, as well as reports. I know we service other health units, ministries of children and families, etc, and I could see our custom...

Currently, Managers of Onboarding are required to manually calculate caseload variance by entering variables into the Average Calculator spreadsheet, transposing those numbers into the Caseload Calculator in the SSRs, and then drafting emails to A...

As part of our ongoing efforts to enhance internal efficiency & better serve our practitioners, we propose building an automated process for retrieving practitioner hours & income data so that a Verification of Billing / Income letter coul...

I ran a test in Monarch by scheduling recurring speech therapy sessions for a student test account. After that, I canceled the student’s speech service to see if the future sessions would also be removed. However, I noticed that the recurring sess...

Customers currently rely on email updates to understand placement and startup progress, which can be confusing, inconsistent, or delayed. By enhancing the existing customer dashboard, we could provide customers with a birds-eye view of their start...