All ideas

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

Hello, I wanted to use the "send & copy to contact log" feature but cannot identify which case I would like to attach to. Is there a way to have some identifiers show up for this feature. For example, the service type assigned to the case wou...

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".)

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 ...

It would be super helpful if there was a report that shows client credits for both active and archived clients

The current Staff Report breaks down the hours by the rendering provider not the actual Staff that provided the services. This report should be at the staff level

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

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...

To remove saved "Client Signature" on Progress Notes. Have the signature clear after signing for each progress note. Fresh new signature each time and eliminates fraud.

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.