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User Experience

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MAR CRM - Copy User Permissions when creating new users

prevent a user from having to manually do it every time they add multiple users. There are many people that need the same permissions and access, but only need to change the user information, so it would be helpful to have a “duplicate user inform...
Chandler Hoffmann 10 days 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 about 1 month ago in User Experience 0

create a chart/presentation from any table in Marketscape Insights

customers want to create charts/graphs from any/all tables in Insights as a visual way of presenting the data
Mary Nichols 23 days ago in User Experience 0

Options to clear out saved My Default Location.

Would like to have an option to clear saved Default location in the Filter section in Explore
Guest 23 days ago in User Experience 0

Have Saved Views available for entire organization

This would be useful to predefine a particular market and filter criteria, and have all users be looking at the same list
Guest 25 days ago in User Experience 0

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 5 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 3 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 4 months ago in User Experience 0

add Medicaid Patient Count from Analyze to Explore

adding the Medicaid patient counts from analyze to explore will allow fro users to compare on the explore page
Mary Nichols 2 months ago in User Experience 0

Additional Columns, filters and export abilities in Common Admin Users View

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...
Michelle mmalone@trellahealth.com 3 months ago in User Experience 0