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Add Primary Payer column to Daily Billing Report

The Daily billing report has a column already for "payer" but this only reflects the name of the entity that paid the claim once paid. It would be helpful to also have another column such as "Primary Payer" so that I can view/sort who is expected ...
Allison Milam 3 days ago in Reporting 0 Future consideration

Add Staff Names to all Calendar Views

We should be able to see which staff is working with which client in ALL scheduling views. Please list the staff on the appointment, so you don't need to click or go to the staff view to see it.
Guest about 2 years ago in Scheduling 3 Future consideration

Admin to change all preferences (profile and settings) for the entire company

Admin to change all preferences (profile and settings) for the entire company. This would make life easier for everyone rather than the entire company having to log in individually to do this as many will not do it.
Guest over 1 year ago in Staff Members 1 Future consideration

In organization settings (or in user profile) allow someone to change default length of appointments

In organization settings (or in user profile) allow someone to change default length of appointments In our specific context, we do a whole lot of exactly 30 minute appointments and almost none that are 1 hour long exactly. If I could set 30 min t...
Guest 21 days ago in General 0 Future consideration

Visual Change to Appointment When Note Attached

I would LOVE for there to be a visual change to the month schedule view when a note is attached. An solid color appoitment changes color or Lines appear.
Guest 8 months ago in Scheduling 0 Future consideration

Only allow service types someone is billable for to show on their client dropdown

For instance, If an RBT is working with an Aetna client, they should only have dropdown options that show RBT services, not BCBA services as well. The current system is convoluted.
Guest about 2 years ago in Scheduling 1 Future consideration

Check in for Clients

Adding a check in feature similar to Fusion.
Guest 30 days ago in Scheduling 0 Future consideration

Allow for bulk creation of appointments from Catalyst note integration page. (or even automate it)

I think there should be a way to either automatically have catalyst create the appointment or a way to create appointments in bulk. It would be much smoother for our team if we could manage billing codes in a list rather than 1 appointment at at t...
Guest 8 months ago in Scheduling 1 Future consideration

Ability to mark when a Prior Authorization has been submitted and again when it is approved.

It would be great if we can input a requested PA once it's submitted and mark it approved when it get's approved.
Meshulum Y Klugmann 7 months ago in Billing & Payments 0 Future consideration

Cancellation Report broken down by Client vs. Staff cancellations

I would love a feature that breaks the cancelation report down by staff cancelations and by client cancelations, please.
Brittiany about 1 year ago in Reporting 0 Future consideration