All ideas

I wish the system did not log me out every five minutes or so. I am on a shared server so I cannot save passwords which means typing out my long assigned user name and long assigned password every time I use the system. Having the option to stay l...

Oftentimes we have multiple supervisors scheduled to see one client, at different times; i.e., a direct session is scheduled from 8:00-12:00pm, and 1 supervisor is scheduled to overlap 8:00-10:00am, and another from 10:00-12:00pm. Currently it onl...

Add option where clinical staff are not alerted regarding payments made to client accounts.

Credit can not be traced back once they are issued. It would be helpful to be able to trace it back.

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...

It would be so helpful if myself and my biller had access to an aging report.

ability to add staff "on the fly" during scheduling (as entering)

Psychological Testing uses two sets of CPT codes 96130/96131 or 96136/96137 with "30" or "36" being the first unit of the day and "31" or "37" being all subsequent units provided on the same day. These codes must be grouped into a single invoice w...

It would save time and be helpful to know which ERAs didn't automatically match to an open invoice without having to open each client's ledger. Adding a column to the customize grid option on the all clients tab to show who has payments that need ...

I would love the option to have staff mark non-billable appointments as kept or not like we now have for billable appointments. (We can mark client appointments with non-billable service types as "Kept" but not event appointments as "kept".)