All ideas

Practitioners often discover that their actual caseload differs from what was planned or expected, but there is currently no simple way for them to flag this. Adding a dashboard or automated alert would allow practitioners to quickly notify TinyEY...

We had a customer reach out asking the CCT manually update his password. I was curious what he would see since he has both a Customer Admin and eHelper account. The Reset Password page has a drop-down menu so the user can select which account they...

Service Coordinators would benefit because it would speed up the process of adding users to Monarch. An email address field is not currently available in the pop-up which means we have to remember to go back in once the user is added to then add t...

Anchor Academy noted that our Referral Tool and our Caseload Planner ask for different things, and she is working to edit our Caseload Planner to collect more of the information we end up asking for (they are virtual at home students that have tea...

A customer shared with me (they were using an older version of our PDF intake form) that we ask for a diagnosis but that in the Online version it doesn't ask for what that diagnosis is. There is a text box where those notes could be added, but it ...

The CCT often gets questions from practitioner regarding info either showing or missing on their dashboard. Time is spent asking clarifying questions and requesting the practitioner send screenshots since the CCT can't view the Practitioner Dashbo...

Tech button should be more obvious and better placed. Most people that we speak to have a hard time finding it. On most websites the tech / help button is always situated at the bottom right. Monarch's tech help button is not noticeable enough and...

The Bulk Caseload tool has removed the section to confirm school contacts, so the Customer Care Team needs a new process to gather this information. For large customers or customers with many contacts, it's very tedious to copy/paste the people wi...

This idea proposes replacing the current, email-heavy and admin-intensive summer offboarding process with a self-service “Year-End Tasks” section in the therapist dashboard. Instead of sending multiple reminder emails to therapists and manually tr...

This year, we had some tricky and expensive situations that related to practitioners: Not submitting their Ax reports to Monarch (and if they did, they were poor quality). Not seeing kids for many weeks in a row As a result, we needed to replace t...