All ideas

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".)

Can we please add a feature where if you repeat an event, the default "end on" date is the last date of the authorization? Thank you!

Would love the option to not auto delete the supervision session when a direct session is canceled. 97155 does not require a direct session, so if the BCBA is covering the direct session, they might do part 97153, part 97155.

The State of Colorado requires that any Behavioral Therapy sessions happening in the home setting and billing Medicaid must be verified via EVV. This feature was available in Accupoint that when the staff member checked in and out, that data will ...

For mental health employees there is often group sup where there is one supervisor and multiple supervisees. The supervisor needs to be able to link their supervision appt to multiple supervisee appts.

Is it possible to block messages from clients that reply back to email notifications they receive that says "". This would assist in getting clients to be more compliant with using the portal.

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...

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

Remove the "Archive" Button under Therapist permissions so that they cannot archive client only administration will have access.