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  1. Permissions: Regarding Staff Schedule & Catalyst Notes

    Staff members should NOT be able to see other staff members schedules. As a business owner, I know that this can cause major problems among staff and it should not be a default. I am not sure if this access is malfunction in the permissions but other ABA systems do not have this as a default. Same for the Catalyst Notes matching. That is a task designated to the administrative staff and/or biller. Staff members should not be matching their own notes. It should either Auto match or the admin should match it. Please consider removing these defaults.

    3 votes

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  2. DOB on staff profile

    Should have a spot for DOB

    2 votes

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    Completed  ·  0 comments  ·  Staff Members  ·  Admin →
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  3. Non-admin permission for bulk editing appts

    Select staff should have option to access bulk edit for appts BUT without having to give permission for Admin and Billing. Reason is, they should not have access to other staff personal information

    1 vote

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    Completed  ·  0 comments  ·  Staff Members  ·  Admin →
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