All ideas

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

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.

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...

The ability to create an invoice that does not have to be attached to an appointment in order to generate. We have a policy that requires a monthly payment that is not associated with an actual appointment so the ability to do this would be great!

Give admins the ability to make permanent changes to staff permissions by their position. For example, BCBA and RBT positions should have a custom setting for admins to check or check off what they can and cannot have access to. Right now, the sys...

When a client has a credit balance and it is an Insurance Credit, it would be VERY helpful if that credit was labeled Insurance Credit. This would allow the billing coordinator to quickly see what kind of credit is available. Client Balance Credit...

It would be great to be able to tag other users to tasks!

When multiple peole in a family are being treated, we use the Contact Network. What would be a big improvement would be if more than one person is sent a message through the portal, they should be allowed to "reply all", so that everyone in the co...