User Experience

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...

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 setting up reps it would be helpful for admins to be able to log in as them without having to change passwords back and forth.

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...

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 ...

A page for each plan that shows associated providers and their volume under each plan.

Although we get alerts when the new dataset arrives, we need to be able to find the date of the latest data easily from within the product. Make it easy to find.

When a facility/agency hasn't updated their name on the NPI registry it can make it harder to find what you're looking for because their name in the community is different than their NPI. It would be helpful to add a popup when someone has tried s...

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...

Within the tools themselves, where the navigation dropdown is located that allows navigation between modules, please add Admin as an option as well.