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User Experience

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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 8 months ago in User Experience 0

Market Spotlight Defaults

Provide the ability to set a default search option within Market Spotlight (Ex: TPN, IG, etc)
Jessi Owens about 2 months ago in User Experience 0

Add Admin to navigation pane

Within the tools themselves, where the navigation dropdown is located that allows navigation between modules, please add Admin as an option as well.
Jessi Owens about 2 months ago in User Experience 0

Automate data push to assigned users

Push specific data sets (high RTA DRGs, SNF utilization %, or our SNF volume from an assigned hospital) monthly, weekly, or at some prescribed frequency.
TJ Brocker about 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 7 months 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 6 months ago in User Experience 0

Add N/A option to the manager filter and make "N/A" the default for any managed users who have a disabled manager

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

Add i button to Sales Spotlight

adding definitions to Sales Spotlight so the user knows what they are looking at & can more confidently speak to it.
Mary Nichols 2 months ago in User Experience 0

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 10 months ago in User Experience 0 On Roadmap

Quarterly Market Share Reports - Customized by Customer

Carter provides a quarterly Market Share report that to be shared with customers, must be customized for each customer based on the business lines and states they subscribe to. The CSM that is customizing each of these reports takes a significant ...
Bernie Segura over 1 year ago in User Experience 0 Future consideration