Staff Members

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.

An editing option should be given on the credential tracking just in case we input the wrong date of expiration.

It would be nice if when uploading documents to credential tracking that these documents automatically populated in the file cabinet/documents section for the staff members as well.

The ability to restrict who can upload and delete general documents. I understand it's set by if you're assigned to a client, but we only want supervisors or equivalent to be able to upload or delete documents. This helps further protect security ...

We should be able to customize or limit what front line staff have access to when the log in. Client information should be visible but read only, they do not generally need access to reports, they do not need access or the ability to edit or delet...

Give admins the ability to make permanent changes to staff permissions by their position. For example, BCBA and RBT positions should have a custom setting for admins to check or check off what they can and cannot have access to. Right now, the sys...

I noticed that some clinicians who do not have a supervisor assigned in the "permissions" tab does not get any notifications for the "notes awaiting signature" feature. The only way the clinician would know about missing signatures is by running t...

Is there a way to provide different levels of access to where you assign certain notifications, access, etc. according to job title/level?

Staff members complain about getting way too many email notifications when it comes to the scheduling updates. For example, if an appt is created from 1-2p and then we go back in within 5 seconds to adjust that appt time to 1:01-2:01, and then go ...