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User Experience

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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

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

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

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 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 3 months ago in User Experience 0 Future consideration

Add Filters on Physician Explore HH Insights for Patient Counts by PDGM Group

Looking for ability to target physicians by size of population by PDGM group- especially wound care.
Laura Green 3 months ago in User Experience 0 Future consideration

Adding ability to Reset My Default Agency to None

There are some instances that a User would like to remove the My Default agency rather than changing it to something else.
Marc Angelo De Guzman 3 months ago in User Experience 0 Future consideration

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

Add the ability to export the "My Agency" NPI lists in Admin for auditing.

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.
Ashley Scrimo 4 months ago in User Experience 0 Future consideration