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Fredwin Software (Demo) Ideas Portal
Created by Guest
Created on May 1, 2025

Updates to linking function in Monarch

Make all links in Monarch for practitioners for a specific duration to remove need to unlink. Include notification to practitioner that they will be unlinked at x date and to notify Customer Success if extension required.

Need ability to extend temp links

Also might be helpful to be able to indicate why a practitioner is linked (ex. subbing, regular services, supervision, assessment only, screening only) that could display active practitioners for the school year on the customer dashboard so they have a snapshot of who is serving them and understand billing better.

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