All ideas

It would be helpful to have the choice to go from page to page of claims at both the top and bottom of the screen. i.e. claims awaiting submission, process existing claims, ERA's, really all of the billing tabs would make things so much easier.

It would be great to be able to see appointments of all archived staff from before when they were archived, without having to physically go in and reactivate them all, so that we can ensure there are no gaps in client schedules for billing purpose...

We need the staff filter and client filter to work independently. For example. Select Staff A, and Client B and see both of those schedules at the same time IN WEEKLY CALENDAR VIEW

It would be great to be able to tag other users to tasks!

There should be an upload document feature within each authorization that allows the documentation from the insurance to be stored with corresponding auth.

A place to leave notes with times on client profile for admin purposes. Example "02/03/2024 5:00 PM parent called in to say may be making a change in insurance".

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.

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.

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...