All ideas

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...

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.

Can we please add a feature where if you repeat an event, the default "end on" date is the last date of the authorization? Thank you!

Would love the option to not auto delete the supervision session when a direct session is canceled. 97155 does not require a direct session, so if the BCBA is covering the direct session, they might do part 97153, part 97155.

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 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...

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.

We should be able to customize or limit what front line staff have access to when the log in. Client information should be visible but read only, they do not generally need access to reports, they do not need access or the ability to edit or delet...

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

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 ...