All ideas

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

should have a per day max as well as per week, month and period. Insurance has daily and weekly limits (not more than 8 hours a day, or 40 hours a week). These limits are in addition to the authorized unit limit. I wish there was a way to set that...

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

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