All ideas

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.

A payroll or detailed attendance report should also include whether an Ensora Data SOAP note has been created for every session / entry

The customized grid on the client list has everything, but the option to add the client's insurance ID and the authorization number to the "customize grid filter."

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.

Please fix when clicking on an appointmen in the calender so that it actually takes you to the appointment and NOT the client page. This is very time consuming (especially for schedulers) having to hover to get the little icons to go into the appo...

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...

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

Specifically whether claims are pending, paid, or denied across all insurance plans in real-time.