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See Supervision Appointments Connected to Your Session

When someone uses a code that is connected to a session you are already scheduled, the supervision appointment should show up on your calendar as well.
Guest over 1 year ago in Scheduling 1 Future consideration

Staff to submit PTO requests to make unavailable times on the calendar

Time off Requests straight into WebABA. If we could be unable to schedule someone during their unavailability- whether that's their typical unavailability or an approved time off request. Putting staff availability into the calendar that staff can...
Guest over 1 year ago in Scheduling 2 Future consideration

Add multiple staff to one appointment

We need a feature to add multiple staff to one appointment, especially if using a nonbillable appointment. Adding staff trainings to every single staffs called at is exhausting.
Guest almost 2 years ago in Scheduling 0 Future consideration

RESTRICT STAFF ABILITY TO MODIFY AVAILABILITY

Request that staff members be restricted from editing their own availability - and required to request from an administrator. Give administrators rights to edit staff availability. This would prevent last minute and unexpected changes to availabil...
Guest about 1 year ago in Scheduling 0 Future consideration

Color code clients

I know you can color code therapists, however I think it would be more beneficial to have the ability to color code clients. This way you can (at a glance) visually track the client's day to ensure they have coverage all day and there are not any ...
Guest over 1 year ago in Clients 0 Future consideration

Edit notes with an invoice attached

In Accupoint we could edit notes even after they were billed, and this would send an automatic corrected claim status to billing. Now we cannot edit notes once billed, which is a nightmare. Please include this feature as soon as possible.
Guest over 1 year ago in Notes & Forms 0 Future consideration

Detailed Appointment Report: Including Non-Client Events

Detailed Appointment Report: Including Non-Client Events so we can find these events. Useful for tracking and reporting on Meetings, Non-Billable events, Admin Time, Indirect Time that is not covered by insurance.
Benjamin Chouinard about 1 year ago in Reporting 0 Future consideration

Allow appointment times to be changed even if they have a supervision attached

Right now, if we need to change the appointment time for a direct session (due to late arrivals, early pickups, last-minute mid-day switches, etc.), we cannot do it if a clinician has a supervision appointment overlapping. The clinician has to del...
Guest about 2 years ago in Scheduling 1 Future consideration

Itemized billing for HSA and Patient's General Receipts

Would like to be able to provide itemized statement for HSA card receipt's and patients general receipts.
Guest 4 months ago in Billing & Payments 0 Future consideration

Ability to add same email address to more than one client

Under email address of the client, I am unable to add the same email address to the sibling of my client. This is very much a flaw as it would be unreasonable to expect a parent to have to juggle multiple emails to have an account for each child. ...
Jacqui 6 months ago in Clients 0 Future consideration