All ideas

Is it possible to have client billing notes from the "bill to & insurance info" tab show up in top right corner of the ledger screen, right underneath the "notes" button. This would be very helpful when in the process of creating an invoice or...

Is there a way to be notified of the Expired Intake Packets under the general documents tab "shared forms". This would help to ensure that we are requesting clients to update their documents for the medical record.

I would like clients to be able to send an email in the portal to not only their scheduled clinician but also to other family members that are loaded into the contact network. This will prevent parents that are separated or divorced to not have on...

The bulk edit appointment feature is VERY limited. It would be very helpful to be able to delete multiple appointments at once or change the service type or location for multiple sessions at once. Similar to what was offered in AccuPoint.

should have option to archive or move auth expired auths. otherwise you are going to have this LONG list of expired auth's which at some point will be ridiculously long. I feel like these "bugs" or certain suggestions can be implemented rather qui...

It would be great if we could use the "ALL" tab when searching by client id#, under the clients tab and it pulls up both active and archived clients. For example, when i try to access an archived client with client id using the "ALL" tab, it doesn...

I would like to be able to filter the All Clients List by location if possible.

Web ABA will match a Catalyst note to an appointment when the times are different. For example, the appointment in Web ABA is until 7:30 pm. The catalyst note has an ending time of 7:35 pm. Web ABA should not auto match that note because of the 5 ...

It would be nice if when creating an appt from the catalyst note, if a new window would pop up. It seems backwards that you are exited out of everything and have to start over once done.

Feels like double to work when we are inputting auth's then the same information under assigning the service type. It should be linked automatically.