All ideas

Some payers require a full 15 minutes of service be provided before a single unit can be billed- in our case, it's Medical Assistance in Pennsylvania. Without the option to turn off midpoint rounding, your system is virtually unusable for billing ...

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...

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...

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

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.

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 ...

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.

For mental health employees there is often group sup where there is one supervisor and multiple supervisees. The supervisor needs to be able to link their supervision appt to multiple supervisee appts.

I noticed that some clinicians who do not have a supervisor assigned in the "permissions" tab does not get any notifications for the "notes awaiting signature" feature. The only way the clinician would know about missing signatures is by running t...

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...