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
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
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
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