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User Experience

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add Medicaid Patient Count from Analyze to Explore

adding the Medicaid patient counts from analyze to explore will allow fro users to compare on the explore page
Mary Nichols 24 days ago in User Experience 0

Ability to Customize Welcome Emails

Admin Request: I would like to be able to customize the Welcome email template to add links, additional directions, attach documents.
Alex Chesnutt about 1 month ago in User Experience 0

Additional Columns, filters and export abilities in Common Admin Users View

Ability to see CRM Roles with an added Column & Filter Ability to see the last activity date for CRM Ability to see which users are in CRM "demo" status With an added column and filter to see a list of users not being counted toward the licens...
Michelle mmalone@trellahealth.com about 2 months ago in User Experience 0

Live Chat Availability for Marketscape Insights

Currently, Support Live Chat is available in Marketscape CRM. As we move towards integrating Insights and CRM into a single login, many of our admins are working across multiple tabs to access both applications. To enhance efficiency, convenience,...
Nica Yabut 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 2 months 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 3 months ago in User Experience 0

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 4 months ago in User Experience 0

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 4 months ago in User Experience 0 On Roadmap

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 4 months ago in User Experience 0

add star rating, nursing/therapy visits to facility destinations in Insights for Home Health

add star rating, nursing/therapy visits to facility destinations in Insights for Home Health. when doing a competitive analysis, having these quality & operational metrics on the facility destinations page will help put all competitive metrics...
Mary Nichols 5 months ago in User Experience 0 Future consideration