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Have additional (per day/week/month limit) in Authorizations

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...
Guest about 3 years ago in Clients 2 Future consideration

Send progress notes back to supervisees if corrections are needed

The approval process for progress notes should have a way to send notes back to a clinician for correction, the only option is to approve it. We've looked for other ways to notify the clinician of needed corrections within Web ABA/Catalyst (secure...
Guest over 2 years ago in Notes & Forms 0 Planned

Remove 'copy previous note' option

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
Guest 10 months ago in Notes & Forms 0 Future consideration

Be able to change location to appointment after note has attached

Just like I can change the type of service even though a note has been matched I would like to also be able to update the place of service as well. I don't like that I have to unlink the note than go to calendar to change the place of service than...
Guest 5 months ago in Notes & Forms 0 Future consideration

Ability to Edit Date of Expiration on Credential Tracking

An editing option should be given on the credential tracking just in case we input the wrong date of expiration.
Guest over 1 year ago in Staff Members 0 Future consideration

Daily Billing Report - Submission date

Please add Submission date column in Daily Billing Report
Guest over 1 year ago in Reporting 0 Future consideration

Pass Non-Client events to Payroll Report by having statuses just like appointments

Non-Client, non insurance billable events are not passing to payroll report unless you select "all" as the appointment status and then filter by the non-client service types. These events are not marked as exempt from payroll and are set to use th...
Benjamin Chouinard over 1 year ago in Reporting 0 Future consideration

Custom Templates for Treatment Plans with pre-filled options

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.
Guest 10 months ago in Clients 0 Future consideration

Assign tasks to others

It would be great to be able to tag other users to tasks!
Guest about 2 years ago in General 0

Emails when Soap Notes need to be matched/updated

If there could be a way in which the soap notes if needing to be manually matched or needed to be updated. If it could send an email so we can go ahead and get it done instead of manually looking for it.
Guest over 1 year ago in Notes & Forms 0 Future consideration