All ideas

More customization would be great regarding what constitutes a late cancel. Also, if choosing late cancel or no show for cancellation reason, it still shows up on the payroll report. Which means if they have a sub session or reroute, both the sub ...

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.

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.

a way for one staff to share a file with another staff, mainly RBT to BCBA and vice versa, to store supervision forms, contracts, etc.

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.

If I select a date on the agenda, then select a note to sign, I have to re-select the date in between each note as it defaults back to the current day on the agenda. Allow the option to stay on the selected date until manually changed. This will m...

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...

PLEASE update the supervision report to include percentage of supervised direct appointments in a given period for each client. We don't need percentage of the overlapping appointment supervised, rather we need percentage in any given period. Curr...

It would be great if the admin could have access to sync the calendars for each staff. It would also be great if we have calendars for clients that sync too, so we can view where are clients will be during the week and with which staff. If possibl...