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...

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.

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...

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

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 ...

This was previously in viaDirect.

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