User Experience

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

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...

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.

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...

The ability to target facilities by population size of certain patient profiles by diagnosis can be a helpful marketing strategy and enable HH agencies to identify facilities to target- especially if paired with risk score - ie high risk neoplasm ...

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.

This was previously in viaDirect.

One less step to share info. Not everyone in the org has access to Trella.

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.

This is requested that only Admins should be able to modify the demographics section of a hospice or home health agency, especially aliases.