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...

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.

I need to build a report with the following fields from Billing and Remittance (Customize Report): MRN Patient Name Primary Insurance Payer Secondary Insurance Payer (if any) Claim ID Date of Service Start Date of Service End Billed Date Billed Am...

When using the sort by date filter on the Claims tool, the dates do not appropriately order by chronology (appears to be an error in sorting numerical dates especially across the new year).

When using Report / Billing Tools that all for searching and filtering entries, the select "All" option selects all available options rather than just those that are displayed. For example, when filtering 97153 (ABT) entries in the Detailed Servic...

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 ...

It would be nice to be able to change the color scheme or theme. It helps when you get tired of looking at the same colors.

It would be great if we could hit the back button to go back to a previous page or section that was previously worked on or reviewed without having to enter all the details again. Example, when working on catalyst notes sync, if I have to manually...

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.