All ideas

Based on a customer request to pull information on how many assessments are recommended following bulk screenings, and how many assessments led to direct therapy being recommended, we would love to see a checkbox incorporated into the screening or...

Therapist accumulate a backlog in session reports that require follow up and resources in follow up. This results in frustration for therapists when they need to backtrack and allocation of team resources to emailing and calling to ensure this req...

We are finding many therapists do not upload an assessment report after the assessment and then customers and Customer Success are chasing them to get it uploaded. Often the assessment is billed to the customer without the final product been provi...

Progress report completion is not trackable in Monarch so we are unable to monitor that these are completed if the customer has requested them. To make this possible, progress report due dates would need to be captured in the system (ideally somet...

This idea is related to: https://tinyeye.ideas.aha.io/ideas/PROD-I-17 Currently, NAEs/Account Managers/Service Coordinators gather and enter service requirements into Salesforce on behalf of customers' Decision Makers. This information is entered ...

The CCT has supported practitioners who are struggling to know if they're serving all of their assigned students and see when students are falling through the cracks. We no longer have a process where Service Coordinators do monthly audits to ensu...

Practitioners often don't bill for time spent on communicating with schools. Practitioners and schools often use students' full names and share other confidential information when the practitioner is using a Gmail account, and we lack the visibili...

This feedback was shared directly by a customer through a recent NPS survey. The customer noted that navigating the Monarch system can be challenging, as it is not very intuitive. Specifically, they mentioned difficulty finding a way to filter stu...

We have to copy and paste usernames into our Welcome emails to customers and eHelpers. If Monarch could just email them, or we can push a button to send an email, to let them know what their username is and login instructions, we can remove this f...

We don't have a way to track the completion of Progress Reports and know if they're done on-time. We're asking practitioners to confirm the PR due dates with their schools more and more and it would be helpful if the system reminded practitioners ...