User Experience

customers want to create charts/graphs from any/all tables in Insights as a visual way of presenting the data

Would like to have an option to clear saved Default location in the Filter section in Explore

This would be useful to predefine a particular market and filter criteria, and have all users be looking at the same list

Today if a manager is disabled in the system, nothing at all happens to the users they manage. These users will still show as being managed by the disabled user. It would be helpful if any managed users of a disabled manager automatically defaulte...

Admin Request: I would like to be able to customize the Welcome email template to add links, additional directions, attach documents.

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

adding the Medicaid patient counts from analyze to explore will allow fro users to compare on the explore page

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"

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...

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...