All ideas

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.

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 ...

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