All ideas

Require a service type or popup alert if no service type is entered before clicking Save when scheduling a new appointment.

make a calendar view by client exactly like the staff one.

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. ...

It would be great if you added an "edit" option to submit a corrected claim instead of having to delete all payments, and having to re-enter just to submit a corrected claim. Should just be as easy to do when a claim is rejected and have to resub...

Have the ability to bill claims under inactive Insurance policies as long as the sessions pertain to that coverage period. Please reference Case #00683468

Supervisors need to be able to sign all of supervisee’s medical documentation and currently supervisors and supervisees can’t both sign behavior assessment addendum.

I have several staff members just copy notes from the previous day without actually writing another note. One option that would help is getting rid of the copy previous note which will force staff members to write new notes every sessions

I think it would be useful and less time consuming to have a pre-filled template that is created from the ABA provider so they do not have to put their assessment together from scratch for initial.

An editing option should be given on the credential tracking just in case we input the wrong date of expiration.

When using the sort by date filter on the Claims tool, the dates do not appropriately order by chronology (appears to be an error in sorting numerical dates especially across the new year).