All ideas

Some payers require a full 15 minutes of service be provided before a single unit can be billed- in our case, it's Medical Assistance in Pennsylvania. Without the option to turn off midpoint rounding, your system is virtually unusable for billing ...

For those that aren't subscribing to the automatic drivetime appointments, seeing locations on the Calendar will help when adding Drivetime appointments between sessions. Or some kind of color coding that can be set depending on location.

It would be nice if clients had a way of contacting support for troubleshooting when having issues with their portal. It's really hard to assist a client with portal issues if we have to contact support, wait for a response, then contact the clien...

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

The scheduling needs change when the family is a separated or divorced. Having this field on the details page will assist us with the intake and subsequent parent sessions.

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

It would be nice if when uploading documents to credential tracking that these documents automatically populated in the file cabinet/documents section for the staff members as well.

It would be nice if I was able to create an invoice that is not attached to an appointment or required to send off to insurance for billing. For example, we collect a monthly service fee for our active clients, however, I have to use a different p...

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.

I would love if there would be a report for secondary insurance. The date that it was billed, the amount, the adjustments, and the status.