All ideas

Adding a check in feature similar to Fusion.

We should be able to see which staff is working with which client in ALL scheduling views. Please list the staff on the appointment, so you don't need to click or go to the staff view to see it.

Admin to change all preferences (profile and settings) for the entire company. This would make life easier for everyone rather than the entire company having to log in individually to do this as many will not do it.

Just like I can change the type of service even though a note has been matched I would like to also be able to update the place of service as well. I don't like that I have to unlink the note than go to calendar to change the place of service than...

I would LOVE for there to be a visual change to the month schedule view when a note is attached. An solid color appoitment changes color or Lines appear.

For instance, If an RBT is working with an Aetna client, they should only have dropdown options that show RBT services, not BCBA services as well. The current system is convoluted.

It would be helpful to have the choice to go from page to page of claims at both the top and bottom of the screen. i.e. claims awaiting submission, process existing claims, ERA's, really all of the billing tabs would make things so much easier.

It would be great to be able to see appointments of all archived staff from before when they were archived, without having to physically go in and reactivate them all, so that we can ensure there are no gaps in client schedules for billing purpose...

It would be great if we can input a requested PA once it's submitted and mark it approved when it get's approved.

I think there should be a way to either automatically have catalyst create the appointment or a way to create appointments in bulk. It would be much smoother for our team if we could manage billing codes in a list rather than 1 appointment at at t...