Feature Requests

Organizations would like to see easily a list of all of the program notes typed across one client across staff, in one place rather than navigating to the client history > notes individually.

As an alternative to reopening session notes and changing existing content of a signed note it should be possible to add one or more amendments to the notes.

When supervisors are listing associated technician name in a supervision note, they have to manually type the tech name and credentials in a text field. I would like for a look up field option so the field would look up users with a role of Behavior Technician and have that users name and credentials (which are already on their profile) listed as options to be chosen and added to the session note rather than manually remembered and typed out.

Currently, the Reporting tab does not include total session duration in the filtering list. It would be great to have that option to audit faster. Right now, you'd have to select each individual note to check for the total session duration. This is important because the the total session duration is what impacts data and not the activity duration.

Would love for the generative AI to pull historical program data and summarize trends per the progress graphs.

When the BCBA's are conducting assessments, parent training, etc. it would be beneficial to have a checkbox and then below the checkbox they can free write/or write additional information under this. It would speed up the time for the BCBAs who are already tied down with documentation.

It would be great if caregivers were not notified to sign an appointment via email if they signed in person. What is happening is that as soon as the employee signs, it immediately emails the caregiver so they cannot discriminate between which appointments are signed vs unsigned.

When we asking staff to render, they might miss which one because of the same color the icon has. If we can make even more distinguishable, it will help a lot! Also, can we send a message to BI to complete their notes or get their signature