All ideas

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.

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.

Some insurance companies provide authorizations for specific locations- it would be idea to be able to enter the authorization info with POS when applicable

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 ...

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.

The ability to restrict who can upload and delete general documents. I understand it's set by if you're assigned to a client, but we only want supervisors or equivalent to be able to upload or delete documents. This helps further protect security ...

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.

Spell check for portal messages would be helpful in as much as we must reread our messages before they are sent for accuracy. This is especially important because most office staff tends to type fast.