All ideas

Would like to see an option to choose a Client ID view on the schedule, as opposed to only the client name and initials.

Be great to be able to copy treatment plan like you can a progress note, especially since one of our founders (TRICARE) requirements updates to treatment plans every 30 days. This will save valuable time (about 30 minutes a treatment plan). We typ...

Give admins the ability to make permanent changes to staff permissions by their position. For example, BCBA and RBT positions should have a custom setting for admins to check or check off what they can and cannot have access to. Right now, the sys...

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...

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.

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.

Hello, The task list would really be helpful if we were able to assign an alert or some sort of notification that the task is upcoming.

We have 3-4 clients per room as most places do, but we are only allowed to schedule 1 client per room. Instead of us having to make Verde1, 2, 3 can we just allow more client's per room?

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...

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.