When sending a one-time payment link, allow the client to view the invoice that's associated.
Additionally, if I send an invoice to a client, provide a one-time payment link or a link to the client portal.
When I add a progress note from the missing progress notes report and copy it from the last session, have it copy from the last session based on the date of service rather than the last completed note.
Guest
over 2 years ago
in Reporting
1
Future consideration
Allow me to view the client's balance on the appointment block or have a separate box appear with this information when hovering over the appointment so I don't have to leave the calendar to view this information.