User Experience

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...

customers love the leave behind template, but the template itself is hard to find. customers have requested that it (or a variation of) be in the solution so they don't have to download a powerpoint, then download charts/graphs to an external docu...

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...

Create Client-branded presentations from talking points within the solution. Depending upon work impact, via one of these options: Anything/any bit of data from the site Reflect the leave behind template: https://hhasupport.trellahealth.com/hc/en-...

When you hover over the graphs in presentations you can see the numeric values. My customer would like these values to be shown when using the Leave Behind template or creating a PPT.

Just like the filter on Explore for Physicians it would be helpful to add a diagnostic group filter to the Explore page for Facilities so Facilities can be targeted based on specific diagnostic groups of interest.

Right now when you add graphs from an agency page to your clipboard and then into a presentation, it does not label above the graph where a particular table came from/which agency the data in the table or chart respresents.

Many physicians do not update their NPI and are registered in states that are not available to a customer, but the physician is providing care in the market in which they serve. The customer is unable to see this information.

Productize the presentations and minimize steps and complexity

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