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User Experience

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Identify related NPI's and/or identify when there aren't related FFS claims

If you pick an NPI that has no claims a page pops up suggesting related NPI's If you pick an NPI that has no FFS claims and/or no related NPI's a message presents advising this
Jessi Owens about 2 months ago in User Experience 0

Allow User To Request Access From Trella Admin

Problem: when the user hits the :You do not have access to this..." page they have to reach out to their Admin about each provider they need access to. They may forget which providers they need access to and the interaction has to take place off-a...
Max Rothman 11 days ago in User Experience 0

Weekday reoccurrence for CRM calendar

Please add an options for: "Week days" when adding a reoccurring event so that Saturday and Sunday are not added check box Day options - Example "every Monday and Thursday"
Jessi Owens about 1 month ago in User Experience 0

Print to word, ppt

currently, there is only a print to PDF option. while this option is great, there's no way to edit the charts/graphs you don't want once you save to PDF AND some of the longer tables get cut off. having an option to either "print to word" or open ...
Mary Nichols 2 months ago in User Experience 0

Add bulk editing capabilities in admin for Insights users.

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...
Ashley Scrimo 4 months ago in User Experience 0 On Roadmap

Marketscape Admin > Bulk Action Items on Users Tab

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...
Nica Yabut 10 months ago in User Experience 0 On Roadmap

Quarterly Market Share Reports - Customized by Customer

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 ...
Bernie Segura about 1 year ago in User Experience 0 Future consideration

Refreshed welcome email from mar ins

Refresh copy and header image with new resources linked to help improve users onboarding experience. Work with Ellen and Katherine. https://excelhealthgroup.sharepoint.com/:w:/g/mkt/EYLwVmtCCmNOhDb0dIhYcfwBx12Wdp3P7p1QEDF_OyKl-w?e=EfJDyW
Ellen Knowles about 2 months ago in User Experience 0 On Roadmap

Please configure the Saved View sharing UI on Explore to allow users to identify which views have been shared with them and which users a particular view has been shared with.

Please consider adjusting the UI for shared saved views on Explore to more closely match the UI for sharing & viewing presentations in Marketscape Insights: Ability to view share history - once you've shared a presentation with a group of user...
Ashley Scrimo 10 months ago in User Experience 0 Future consideration

Create Analyze page for each Medicare Advantage Plan

A page for each plan that shows associated providers and their volume under each plan.
Nikki Condra almost 2 years ago in User Experience 3 Future consideration