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142 results found

  1. Complete Ledger

    I want to be able to see everything owed by a specific payor, client, month, or everything all at once. Pulling individual clients is incredibly annoying.

    7 votes

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  2. Features for the LGBTQ+ Staff

    I have seen places for client information with preferred name, pronouns, sexual orientation, gender identity versus legal sex, etc.. We need this for staff as well! There should be a way to only show the preferred name to others within the organization with the exception of admin, for billing purposes.

    7 votes

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  3. Detailed Appointment Report: Including Non-Client Events

    Detailed Appointment Report: Including Non-Client Events so we can find these events. Useful for tracking and reporting on Meetings, Non-Billable events, Admin Time, Indirect Time that is not covered by insurance.

    6 votes

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    0 comments  ·  Reporting  ·  Admin →
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  4. Authorization Upload

    There should be an upload document feature within each authorization that allows the documentation from the insurance to be stored with corresponding auth.

    6 votes

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    0 comments  ·  Clients  ·  Admin →
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  5. Sort Function on the prospective client list

    It would be helpful to to be able to sort this list by date added. It would also be good to be able to export the list and print it.

    6 votes

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    Under Review  ·  1 comment  ·  Clients  ·  Admin →
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  6. UPLOADS

    should expand the size limit on uploads and this should be address quickly. It is ridiculous with medical documents to have to cut down the size limit of things because it exceeds size limits!!!!

    6 votes

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    Under Review  ·  0 comments  ·  General  ·  Admin →
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  7. cancelation report

    I would love a feature that breaks the cancelation report down by staff cancelations and by client cancelations, please.

    5 votes

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  8. edit notes with an invoice attached

    In Accupoint we could edit notes even after they were billed, and this would send an automatic corrected claim status to billing. Now we cannot edit notes once billed, which is a nightmare. Please include this feature as soon as possible.

    5 votes

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  9. Per day option in Authorizations

    should have a per day max as well as per week, month and period

    5 votes

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    Under Review  ·  1 comment  ·  Clients  ·  Admin →
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  10. ALERT ALERT ALERT - RESTRICT STAFF ABILITY TO MODIFY AVAILABILITY

    Request that staff members be restricted from editing their own availability - and required to request from an administrator. Give administrators rights to edit staff availability. This would prevent last minute and unexpected changes to availability, especially for organizations that are scheduling weeks in advance.

    Consider giving specific positions permissions to edit their own availability, but not all positions by default.

    4 votes

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    0 comments  ·  Scheduling  ·  Admin →
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  11. Pass Non-Client events to Payroll Report

    Non-Client, non insurance billable events are not passing to payroll report. These events are not marked as exempt from payroll and are set to use the DEFAULT payroll code but do not show up on any reports.

    4 votes

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  12. DASHBOARD

    A dashboard showing tracking data like employee credentials expiring/missing and authorizations expiring.

    4 votes

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    0 comments  ·  General  ·  Admin →
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  13. A General Ledger report

    A General Ledger report offering more options than the accounts receivable report, where the date range can be selected

    4 votes

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  14. Customizing Grids

    Can we have the option to save/set when customizing grids. I have to reset all of my grids each time I log out and log back in. It would be great if the grids would remain set to the most recent custom setting that I have chosen when logging in or logging out.

    4 votes

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    0 comments  ·  General  ·  Admin →
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  15. Web ABA Support

    It would be nice if clients had a way of contacting support for troubleshooting when having issues with their portal. It's really hard to assist a client with portal issues if we have to contact support, wait for a response, then contact the client to relay the message, then support again if it still doesnt work, and so on. This is very insufficient. Ideally we "the administrators" would troubleshoot with the client first but when unsuccessful, it would be great if they could troubleshoot further with someone on the actual support team.

    4 votes

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    0 comments  ·  Clients  ·  Admin →
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  16. 4 votes

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  17. Make a client view like the staff view on the Calendar

    make a calendar view by client exactly like the staff one.

    3 votes

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    0 comments  ·  Scheduling  ·  Admin →
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  18. Creating WebABA Appointments from Catalyst Notes

    It would be great if once a provider completes a SOAP notes in Catalyst that information is automatically copied over and a corresponding WebABA appointment is created.

    Similar to how the note already appears under "catalyst notes" on WebABA

    This would avoid the double work of having to create a WebABA appointment and Catalyst SOAP note.

    3 votes

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  19. Give option to type state instead of scrolling

    When adding a new insurance to a client, give the option to type the state instead of scrolling to select.

    3 votes

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  20. Hire people who know what they are doing

    You really need to hire people with listening skills, and who have a background in ABA billing and/or billing software. I can refer you to some people if needed.

    3 votes

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