All ideas

If the system creates a stamp of who completed the task and when, we will be able to track it back to them in case there are questions that come up later. It also makes people accountable for the quality of work that is being provided to the custo...

[ I am unsure of the current state, so I apologize if I am behind with the progress.] Attached: I have attached a report that Pooyan helped Karoline compile to share with our customer CNMI. The customer questioned our intent (such as letting all s...

There are many fields in all account types that aren't needed and are confusing at to why they're included. Example: There are 34 fields in the student account (exlcuding the clinical fields for the practitioners). We only fill out about 10 fields...

Practitioners reach out to us because they cannot view a referral or IEP that has psychology or counselling on it, even when their service type is applied. They ask us to unlock it but we can't, so all we can do is ask the school to reupload it. T...

I'm not sure how widespread this is, but we are noticing that some schools are not adding documentation required for services to start. To manually check and confirm information would be a time consuming task for Customer Success, but the practiti...

Have the ability to multi-select students to update the service status with the same information. Currently, the process is: Log into Monarch and go to the My People area Load the Billing Customer or School Click on the student account Click the E...

Currently, practitioners manually minimize screens and line them up to see both the student and the screen they are sharing. A practitioner has requested we add a feature that allows Monarch to do this. Feedback from an OT on our TinyEYE Team: Hi ...

It would be helpful to see the cancellation reason and note when clicking on the Details button in the Monarch Calendar. Currently, SCs have to remember which students were cancelled, go to the Reports area, and click on the Session Report to see ...

This was brought up in regards to the Tlicho region, which is one of our larger customers, but it may impact others. In this region it's not uncommon that Guardianship changes, and the customer cannot update the linked Guardian for a student (e.g....

The idea is to add a filter to the My People area so practitioners in particular could filter view to see only students of their service type, and additionally perhaps only "active or consult" students, removing the "clutter" of seeing students wi...