All ideas

The notes section of the appointment needs to be larger and more accessible. We make use of this field and as it is now, we can not see everything that is there.

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

create space for guardian signature for each appointment

When batch invoicing there is no option to group all appointments into single claim. It would make the most sense to have this option available for batch invoicing. Otherwise, not really working smarter and definately harder. Hopefully this can be...

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 ot...

Admin/Scheduler having the capability to adjust therapist availability in settings and preferences as needed, rather than therapists being the only staff who can adjust their availability.

auth section. should be able to hide expired or inactive auth's rather then having to look at a long list of auth's

When billing, should have a filter to be able to batch bill by insurances

Please add Contractual Rate column in Daily Billing Report

I need a way to get the number of units for a client that have been utilized (i.e., billed) for a particular time range. I know that there are various reports that will give me what has been billed for a span of time, but I would ideally like some...