All ideas

If I select a date on the agenda, then select a note to sign, I have to re-select the date in between each note as it defaults back to the current day on the agenda. Allow the option to stay on the selected date until manually changed. This will m...

Unable to do a contact log for a case that has been closed. Ideally a contact log should be apart of the clients general documentation and not necessarily associated with a case. Just because a case has been closed does not mean we are done commun...

We bill weekly, it would be nice to have once CMS form to include multiple dates. Not one at a time. example: primary claim has 5 service days- secondary should have 5 service days.

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...

When a client has a credit balance and it is an Insurance Credit, it would be VERY helpful if that credit was labeled Insurance Credit. This would allow the billing coordinator to quickly see what kind of credit is available. Client Balance Credit...

When multiple peole in a family are being treated, we use the Contact Network. What would be a big improvement would be if more than one person is sent a message through the portal, they should be allowed to "reply all", so that everyone in the co...

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

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

Cancellation notes included with detailed attendance report would be great! I'm having to export the cancellation report and detailed report, and match up the cancellations with the detailed report in order to have all of the information together.