All ideas

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 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.

When a case is closed all users should be able to access a view only of the clinical documentation. Currently to view closed cases you have to reopen the case but that takes the signature off the close note.

Is it possible to a have check box option for the authorization services. It would be nice if we could just check off all of the service types we want for the authorization instead of having to type each code individually for each code that has be...

Client notes from the details page should show up on the agenda so that it is easy to identify important information that pertains to the client.

We should not be able to schedule an appointment if there is not enough units left in the authorization, if anything the scheduler should have to override if/when necessary but should not be allowed to schedule without some sort of red flag that s...