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11 results found

  1. 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.

    29 votes

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  2. Have files uploaded in Credential tracking be automatically uploaded to staff documents tab

    It would be nice if when uploading documents to credential tracking that these documents automatically populated in the file cabinet/documents section for the staff members as well.

    1 vote

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    0 comments  ·  Staff Members  ·  Admin →
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  3. Ability to Edit Date of Expiration on Credential Tracking

    An editing option should be given on the credential tracking just in case we input the wrong date of expiration.

    1 vote

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  4. Remove the "Archive" Button under Therapist permissions

    Remove the "Archive" Button under Therapist permissions so that they cannot archive client only administration will have access.

    1 vote

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    0 comments  ·  Staff Members  ·  Admin →
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  5. Give admins the ability to make permanent changes to staff permissions by their position.

    Give admins the ability to make permanent changes to staff permissions by their position. For example, BCBA and RBT positions should have a custom setting for admins to check or check off what they can and cannot have access to. Right now, the system has it set and you have to go in manually through each staff to make modifications to their position. It will make everything more secure for the agency, and make it easier and faster to change permissions.

    1 vote

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    0 comments  ·  Staff Members  ·  Admin →
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  6. Restrict ability to upload and delete documents

    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 and HIPAA as if everyone can access everything, then there's greater change for editing / modifying incorrectly or deleting incorrectly.

    1 vote

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  7. 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 delete catalyst notes. Ideally, they could see, but not edit, their own schedule.

    2 votes

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  8. Staff Notification Email Preferences according to job title/level

    Is there a way to provide different levels of access to where you assign certain notifications, access, etc. according to job title/level?

    1 vote

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  9. 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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  10. Notes Awaiting Signature feature

    I noticed that some clinicians who do not have a supervisor assigned in the "permissions" tab does not get any notifications for the "notes awaiting signature" feature. The only way the clinician would know about missing signatures is by running the report. Is it possible to also have their missing signatures show up in the "notes await signature" as well?

    1 vote

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    0 comments  ·  Staff Members  ·  Admin →
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  11. Staff Notifications

    Staff members complain about getting way too many email notifications when it comes to the scheduling updates. For example, if an appt is created from 1-2p and then we go back in within 5 seconds to adjust that appt time to 1:01-2:01, and then go back in within 2 minutes to adjust the time to 1:30-2:30, the staff member gets all of these changes in an email notification. Ideally, we only want them to get notification of the finalized appt. I am suggesting/requesting if it at all possible to add options similiar to the "client notifications" settings. Or if the…

    1 vote

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    0 comments  ·  Staff Members  ·  Admin →
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