All ideas

Would be great if there was an alert when two staff are billing the same code at the same time. For example, a session with one therapist ends at 1:00 and the next therapist takes over, but the first therapist accidentally has her end time for 2:0...

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.

The Daily billing report has a column already for "payer" but this only reflects the name of the entity that paid the claim once paid. It would be helpful to also have another column such as "Primary Payer" so that I can view/sort who is expected ...

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.

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.

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.

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...

I would love a feature that breaks the cancelation report down by staff cancelations and by client cancelations, please.

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 want to be able to see everything owed by a specific payor, client, month, or everything all at once. Pulling individual clients is incredibly annoying.