1. Provider App

Display a list of medications in the Progress Note template. Client medications are relevant case information and should be readily available, just like their diagnosis and treatment goals.

Male and female are not the only gender options clients identify with, and "other" seems a rude way to label a client. "Transgender" would be a great option to have, although it doesn't cover the entire spectrum of client gender identities. Transg...

Just as we have the ability to delete interventions for the treatment plan, I think it would be good to be able to delete any custom entries for the MSE that have been entered by a user. Many times, things get typed into this category by interns a...

Allow me to record a staff member's home address in their staff details.

Allow me to see the billing provider when running the payroll reports so I can review supervisory billing.

It would be very helpful if there a was a way to search for an ERA payment by patient instead of going down the list by payment dates? When searching for payments sometimes I have to open many before I find what I am looking for. Have a search fu...

Don't require a SSN for eligibility checks because we typically don't need it to check a client's eligibility and we have some clients who refuse to provide it.

We need a way to break out billed amounts and payments by insurance company. The report should let us filter by different date types and insurance payer.

Please bring back the ability to save my default calendar view to something other than Agenda. As someone who views multiple providers' schedules at a time, Agenda view is unusable to me. This feature seems to have been disabled with the new "upda...

I would like to be able to change the place of service code on the invoice for billing without changing it on the progress note. For instance, the therapist has already completed his progress note and indicated that the place of service was 02 for...