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Allow for bulk creation of appointments from Catalyst note integration page. (or even automate it)

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...
Guest 8 days ago in Scheduling 1 Future consideration

Client ID view in calendar preference

Would like to see an option to choose a Client ID view on the schedule, as opposed to only the client name and initials.
Guest 7 days ago in Scheduling 0 Future consideration

Manage Staff

Allow a administrator to manage the availiability of the staff. We have to chase staff down to manage their availaibility settings in WebABA, and since our Rbts dont login for any reason (they do everything through catalyst). THis has been a chall...
Guest 8 days ago in Scheduling 0 Already exists

Show Actual Name of Day on the Scheduling views

Beside the actual date, we need to see the day of the week, without having to click on a drop down menu. The new version creates extra work for us because the day of the week (Monday...) is not beside the date as it was in the previous version. (i...
Julie Brown 20 days ago in Scheduling 2 Future consideration

The New Calendar Version has a notes section that is not big enough and does not expand for purpose of reading the notes.

The notes section of the appointment needs to be larger and more accessible. We make use of this field and as it is now, we can not see everything that is there.
Julie Brown 20 days ago in Scheduling 0 Future consideration

Improvements to the Notes Awaiting Signatures Table grid (sorting)

It would also be nice if the page had filters so the approver could sort oldest to newest, by RBT, or by client.
Guest about 1 month ago in Notes & Forms 0 Future consideration

Add Staff Names to all Calendar Views

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.
Guest over 1 year ago in Scheduling 3 Future consideration

Credit Balance

When a client has a credit balance and it is an Insurance Credit, it would be VERY helpful if that credit was labeled Insurance Credit. This would allow the billing coordinator to quickly see what kind of credit is available. Client Balance Credit...
Julie Brown 13 days ago in Billing & Payments 0 Future consideration

Admin to change all preferences (profile and settings) for the entire company

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.
Guest about 1 year ago in Staff Members 1 Future consideration

Portal messages sent to multiple people

When multiple peole in a family are being treated, we use the Contact Network. What would be a big improvement would be if more than one person is sent a message through the portal, they should be allowed to "reply all", so that everyone in the co...
Julie Brown 14 days ago in Clients 0 Future consideration