All ideas

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

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. ...

A dashboard showing tracking data like employee credentials expiring/missing and authorizations expiring.

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

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.

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

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

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...

Would like to be able to provide itemized statement for HSA card receipt's and patients general receipts.

Please add Submission date column in Daily Billing Report