All ideas

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

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

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

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".

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.

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.

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...

Adding a check in feature similar to Fusion.

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