All ideas

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.

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.

Should have a spot for DOB

Suggesting a filter for billable and non billable service types so that you dont have to scroll to find what you are looking for. We use a lot of service types and when its time to update or make changes, I have to search for the code by scrolling.

If we have a link to the hard copy ERA this saves time having to go to the insurance portal or clearinghouse to find it. Customers do not have access to the clearinghouse so their only choice is to go to the insurance portal. This is needed becaus...

The system had a really cool feature that would let us know when a card was considered as invalid card number, cvv, or expiration date. It would not allow it to save. Not sure what happened but it would be nice to have it back. This was very helpful.

Would be nice if close notes were not removed when a case has been reopened. Sometimes it is clinically appropriate to re-open a case instead of starting a new one, however it is not ok to loose information that had been already documented prior t...

The prospective client list would be more functional and easier to use if the grid was customizable and you could export the list for the purpose of printing it.

Not all staff documents have an expiration date but the system requires it for all documents forcing us to put in a random date just to upload. The checkmark for the credential tracking should be the trigger point for the expiration date requirement.