All ideas

We are experiencing an issue where clients are being notified to show up for appointments that are not an actual appointment although it is a billable service, sometimes to our agency and sometimes to the insurance carrier. For example, when a cli...

It would nice if the intake date was autopopulated for the first kept appt instead of autopopulating for the first appt scheduled. Its kinda hard to remember that you have to go back and change the intake date if the very first appt gets canceled.

Should have a note area for ea claim

would like to have same drop menu options as well as editable, for documents under client as well as staff.

Hello, I'm looking for a way to upload PDFs for prospective clients specifically. In the prospective clients section would be ideal! It would also be wonderful to add a section to list the parent's name for a prospective client as well :) . Thank...

I would like to make where parent/guardian can be put on all forms. Or a data point can be flagged as all forms and work like the Clients full name tab after first input.

It would be beneficial to have a report that shows how much billable and nonbillable time every employee has. This would help the administrative team to determine where we are not being efficient or target ways to decrease nonbillable time.

We need a way to be able to go back to the agenda on the day we were previously on when adding progress notes. Currently you add the progress note and then have to go back to the schedule and redo everything just to get back to the day and notes y...

Please allow to write a progress note from the schedule and when adding a note from the agenda add a way to get back to the agenda with your filters on so you do not have to go through the entire process to get to the day you need to enter notes. ...