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...

When creating a new appointment, instead of manual selecting the date, month, and year, it would be great to have an option to click a date on a calendar (as is available in other places in WebABA) or to type DD/MM/YYYY to make it quicker.

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...

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 ...

I wish the system did not log me out every five minutes or so. I am on a shared server so I cannot save passwords which means typing out my long assigned user name and long assigned password every time I use the system. Having the option to stay l...