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Scheduling

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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 almost 2 years ago in Scheduling 3 Future consideration

Visual Change to Appointment When Note Attached

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.
Guest 6 months ago in Scheduling 0 Future consideration

Only allow service types someone is billable for to show on their client dropdown

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.
Guest almost 2 years ago in Scheduling 1 Future consideration

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 7 months ago in Scheduling 1 Future consideration

View Archived Staff Appointments without having to reactivate

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...
Guest about 1 month ago in Scheduling 0 Future consideration

Be able to change the session time and edit its status at the same time

If you change the status of an appointment and also edit the session time, it will only save the status. It does not save the updated time. Currently, I have to edit the appointment twice. Would love to not have to double the steps, please. Thank ...
Brittiany 4 months 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 7 months ago in Scheduling 0 Already exists

WebABA and Catalyst Staff Assignment Integration

WebABA assign staff step to be integrated with Catalyst so that the scheduler doesn't have to assign client and staff in two different places for those with the WebABA and Catalyst integration already set up!
Jacqui 5 months ago in Scheduling 0 Future consideration

Use warning system for a double booking

It's limiting to have double booking turned on or off for a user. It would be much better to have a warning pop up when trying to double book. This would allow more functionality in the calendar.
Albert Knapp about 2 years ago in Scheduling 0 Future consideration

Add multiple staff to one appointment

We need a feature to add multiple staff to one appointment, especially if using a nonbillable appointment. Adding staff trainings to every single staffs called at is exhausting.
Guest almost 2 years ago in Scheduling 0 Future consideration