All ideas

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...

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.

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.

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...

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...

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...

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...

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.

We bill weekly, it would be nice to have once CMS form to include multiple dates. Not one at a time. example: primary claim has 5 service days- secondary should have 5 service days.

Ability to upload a PDF and obtain a signature within Dynamic Forms