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...

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...

Oftentimes we have multiple supervisors scheduled to see one client, at different times; i.e., a direct session is scheduled from 8:00-12:00pm, and 1 supervisor is scheduled to overlap 8:00-10:00am, and another from 10:00-12:00pm. Currently it onl...

Add option where clinical staff are not alerted regarding payments made to client accounts.

Credit can not be traced back once they are issued. It would be helpful to be able to trace it back.

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 add staff "on the fly" during scheduling (as entering)

It would be so helpful if myself and my biller had access to an aging report.

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...