User Experience

Many account managers/reps only use Mobile and are expected to complete quarterly business plans. Some of the information they need is only available on desktop. They mostly use mobile as they have high expectations re: beingin the field.

Please add the ability for multiple user profiles to be updated in bulk by an admin. It would be ideal if users listed manager, state and product access, role, and enabled status could all be updated by an admin in bulk. This would alleviate the n...

It would be helpful if there was an option to export the "My Agency" NPI lists in Admin so organizations with many NPIs can audit and understand which NPIs are missing from the list that need to be added in.

Please add the ability in admin to override or update an existing My Agency NPI list with a new bulk upload list and give the options to either override the current "My Agency list" with the NPI list that has been uploaded (which would remove any ...

Any time the login process does not allow a user to progress to the portal of choice the interface should explain the reason to the user so they can relay that to their admin. For example, if the HME user does not have an active code set or there ...

When you have detailed data clipped on a presentation instead of a chart, and you try to Print the presentation on Landscape, Portrait, PDF, it doesn't matter, it gets cut off on each page.

adding phone number allows for folks to quickly find contact info rather than going into the analyze page to find

This feature serves the purpose of sending welcome emails and facilitating password resets for multiple users concurrently. It essentially replicates the functionality of the "Resend Welcome Email" and "Reset Password" options found within individ...

Carter provides a quarterly Market Share report that to be shared with customers, must be customized for each customer based on the business lines and states they subscribe to. The CSM that is customizing each of these reports takes a significant ...

Customer been endeavoring to retrieve data for Home Health Agencies (HHAs) across different markets. Unfortunately, there seems to be no straightforward method for efficiently extracting specific items for various HHAs. Presently, I have to access...