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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 15 days ago in Scheduling 0 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 about 2 months ago in Scheduling 0 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 3 months ago in Scheduling 1 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

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

Remove 'copy previous note' option

I have several staff members just copy notes from the previous day without actually writing another note. One option that would help is getting rid of the copy previous note which will force staff members to write new notes every sessions
Guest 17 days ago in Notes & Forms 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 4 months ago in Notes & Forms 0 Future consideration

Ability to mark when a Prior Authorization has been submitted and again when it is approved.

It would be great if we can input a requested PA once it's submitted and mark it approved when it get's approved.
Meshulum Y Klugmann about 1 month ago in Billing & Payments 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 over 1 year ago in Scheduling 1 Future consideration

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 3 months ago in Scheduling 2 Future consideration