All ideas

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...

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 ...

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.

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.

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...

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.

Currently when adding an authorization, all services come up as an option to choose from, however, it would be best if the services that show as an option are only the services that have been "assigned service types". This way there is no way to c...

It would be great if client credits applied to client balance due is shown on the payment receipts and statements so that its clear to the client that a credit was applied to the total balance due.

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

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...