All ideas

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...

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 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...

There should just be one service attached to each calendar appointment. There should be an limit to Select One, because we've had employees select more than one accidently and that messes up repporting.

Hello, It would be very helpful if there was the option to sort the dates on invoices and statements to be in chronological order, especially for printing. This has been a clients request quite often lately.

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...

Cancellation notes included with detailed attendance report would be great! I'm having to export the cancellation report and detailed report, and match up the cancellations with the detailed report in order to have all of the information together.

Unable to do a contact log for a case that has been closed. Ideally a contact log should be apart of the clients general documentation and not necessarily associated with a case. Just because a case has been closed does not mean we are done commun...

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...