Idea:
Some customers (such as American Samoa) have policies that require pausing a student’s services if they no-show a certain number of sessions in a row. Currently, practitioners are manually tracking this, which is inefficient and inconsistent. In some cases (not necessarily specific to this customer), they have also continued billing for a student who is regularly not showing up, which can create invoice concerns for the customer.
Proposal:
Enhance Monarch with an automated attendance monitoring feature that flags students who meet defined no-show thresholds (e.g. 3 missed sessions in a row, especially due to student refusal). These flags would surface within the customer dashboard or in a monthly summary report. We could further develop a standard flag for all customers (such as the three sessions in a row).
Example Report Summary:
Cameron attended 7/7 sessions this month ✅
Judy missed 4/5 planned sessions this month, 4 in a row ⚠️
Customers could use these insights to decide whether to continue services, make caseload changes, or take no action depending on their goals and budget. Some may prefer flexibility, while others want to act quickly to reallocate resources. It could also appear on the practitioner dashboard for them to discuss with the customer, as not all customers regularly go into Monarch for insights - or it could send an email summary to the customer.