Notes & Forms

a way for one staff to share a file with another staff, mainly RBT to BCBA and vice versa, to store supervision forms, contracts, etc.

Ability to upload a PDF and obtain a signature within Dynamic Forms

Most questions on intake form are same as Client Portal. Once an intake form is filled, can appropriate fields in Client portal auto populate?

Do not allow signing of progress notes unless appointment is marked Kept. Alternatively show a warning alert to remind staff to mark Kept before signing a progress note.

The ability to create a progress note with a CPT code so that it can be converted/attached to a claim WITHOUT having to create an appointment would be great. Supervisors don't always have the luxury of preplanned observation and direction and writ...

Allow the company to determine the number of Places of Service that they need for the company. Slim down the list so errors are not made. Instead of it being a determined list, let the company chose which ones apply to the company and add only those.

Having the service type show on the note would be useful when using these notes as proof of the service occurring.

Staff members assigned to the client should have access to all cases, even when not assigned to the actual case. This is causing a lot of back and forth between our admin and clinicians. Assigned clinicians should be able to review the clients ent...

At the moment, you are only notified via email when intake forms have been received if you are the person creating the account and sending out the forms. It would be great if this could be sent out to anyone with Administrative access/permissions....

Should have a note area for ea claim