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Aging Report

It would be so helpful if myself and my biller had access to an aging report.
Guest 9 months ago in Billing & Payments 0 Future consideration

Apply Copays to the Correct CPT codes when grouped in same invoice (i.e. psychological testing codes)

Psychological Testing uses two sets of CPT codes 96130/96131 or 96136/96137 with "30" or "36" being the first unit of the day and "31" or "37" being all subsequent units provided on the same day. These codes must be grouped into a single invoice w...
Albert Knapp 9 months ago in Billing & Payments 1 Future consideration

Payment Alerts - Toggle off Therapists

Add option where clinical staff are not alerted regarding payments made to client accounts.
Guest over 1 year ago in Billing & Payments 0 Future consideration

More Permission Restrictions to Staff (Read only, not edit their schedule, not edit or delete Catalyst notes)

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...
Guest over 1 year ago in Staff Members 0 Future consideration

Mark Events (non-billable appointments) as kept

I would love the option to have staff mark non-billable appointments as kept or not like we now have for billable appointments. (We can mark client appointments with non-billable service types as "Kept" but not event appointments as "kept".)
Brittiany 10 months ago in Scheduling 0 Future consideration

Repeat Event Default End Date

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!
Brittiany 10 months ago in Scheduling 0 Future consideration

Give an option not to auto delete supervision session when direct session canceled

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.
Brittiany 10 months ago in Scheduling 0 Future consideration

Calendar Syncing (Admin Access, Calendar by Client, and Outlook support)

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...
Jacqui 10 months ago in Scheduling 0 Future consideration

Electronic Visit Verification (EVV)

The State of Colorado requires that any Behavioral Therapy sessions happening in the home setting and billing Medicaid must be verified via EVV. This feature was available in Accupoint that when the staff member checked in and out, that data will ...
Jacqui 10 months ago in Billing & Payments 0 Future consideration

Add staff on the fly when creating an appt

ability to add staff "on the fly" during scheduling (as entering)
Guest over 2 years ago in Scheduling 1 Future consideration