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Increase File size on uploads to client documents

should expand the size limit on uploads and this should be address quickly. It is ridiculous with medical documents to have to cut down the size limit of things because it exceeds size limits!!!!
Guest almost 3 years ago in General 0 Completed

Give option to type state instead of scrolling

When adding a new insurance to a client, give the option to type the state instead of scrolling to select.
Brittiany over 1 year ago in Clients 0 Completed

guardian signature

create space for guardian signature for each appointment
Guest over 1 year ago in Billing & Payments 0 Completed

"Group all appointments into single claim" at the Batch Invoicing level

When batch invoicing there is no option to group all appointments into single claim. It would make the most sense to have this option available for batch invoicing. Otherwise, not really working smarter and definately harder. Hopefully this can be...
Guest over 1 year ago in Billing & Payments 0 Completed

Permissions: Regarding Staff Schedule & Catalyst Notes

Staff members should NOT be able to see other staff members schedules. As a business owner, I know that this can cause major problems among staff and it should not be a default. I am not sure if this access is malfunction in the permissions but ot...
Guest almost 2 years ago in Staff Members 0 Completed

Scheduling Availability updated by admin staff or scheduler

Admin/Scheduler having the capability to adjust therapist availability in settings and preferences as needed, rather than therapists being the only staff who can adjust their availability.
Guest almost 2 years ago in Scheduling 0 Completed

auth section

auth section. should be able to hide expired or inactive auth's rather then having to look at a long list of auth's
Guest almost 3 years ago in Billing & Payments 0 Completed

Batch invoice by insurance

When billing, should have a filter to be able to batch bill by insurances
Guest about 3 years ago in Billing & Payments 0 Completed

Daily Billing Report - Contractual Rate

Please add Contractual Rate column in Daily Billing Report
Guest over 1 year ago in Reporting 0 Completed

Unit Utilization Data

I need a way to get the number of units for a client that have been utilized (i.e., billed) for a particular time range. I know that there are various reports that will give me what has been billed for a span of time, but I would ideally like some...
Guest over 3 years ago in Reporting 0 Completed