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Have an area in Monarch where customers/Decision Makers can enter their Service Details

Customers are more accountable with their information and maintaining the accuracy. They have more control of what they want TinyEYE Service Providers to provide to their schools and students. The Customer Success Team won't spend time on gatherin...
Guest about 3 years ago in Efficiencies 5

Text messaging function within Monarch

I receive text messages from multiple offices such as my dentist and optometrist offices with reminders of upcoming appointments. I can confirm if I need to cancel or if I can still make it the day before the appointment. The CCT often hears from ...
Guest over 1 year ago in User Experience 1

MH Practitioner Calendar view open/busy

Modify the current view of Mental Health (MH) practitioner calendars so that, instead of displaying individual student names (which are appropriately hidden for confidentiality), the calendar displays general session blocks labeled with the Custom...
Guest 11 months ago in Efficiencies 0

Auto-Fill for TimeZones in Monarch

The Customer Care Team can at times spend a lot of time trying to find the correct time zone for a student or school (which is vital to them connecting for sessions) as the time zone options in Monarch are not always descriptive or clear enough to...
Guest over 2 years ago in Efficiencies 2

Meeting Requests through Monarch

We have noticed some customers will email Customer Success to have us arrange for practitioner meeting attendance for IEP or SST meetings, rather than checking with their placed practitioners first. The referral tool allows schools to enter and re...
Guest 12 months ago in Efficiencies 0

Add the student status column and filter to Caseload Information area

The Service Coordinator account type allows the user to filter the student list by the student status in the Caseload Information area. We were about to instruct a customer with a Customer Admin account to use this filter, but then we realized tha...
Guest about 1 year ago in Efficiencies 1

"Log Communicaton" button on Practitioner Dashboard as a reminder to bill for time communicating with their school.

It's common for practitioners to forget to bill for the time spent communicating with their school. The Customer Care Team includes a reminder in our follow-up email sent 2 days after a practitioner is introduced to their new school, but we don't ...
Guest about 1 year ago in Revenue & Business Strategy 3

Have the Services edit button be more obvious. Practitioners often miss the edit button since it’s so small.

Internal teams rely on accurate student statuses for tracking placements, and service tracking. Practitioners are often confused as to how to update student statuses because they don't notice the edit button. It's very small and easily missed by p...
Guest almost 3 years ago in User Experience 0 Planned

Remove the Year Start | Year End dates from the school accounts in Monarch. Use another method to ensure the Progress Reports include the correct school year.

This is a duplication of data entry since the first and last day of school is entered in Salesforce. These fields are easily missed when prepping for a new school year or creating school accounts. This information in prioritized when setting up a ...
Guest almost 3 years ago in User Experience 0

Remove Therapy Start | Therapy End dates from the school accounts in Monarch

Can we please remove these dates from the school accounts in Monarch? The target start/end dates are practitioner-specific, so it's confusing when we have generic dates in these fields. The practitioners don't use these dates since their specific ...
Guest almost 3 years ago in User Experience 0