Prompt me to change the service type when canceling an appointment
When I change an appointment to canceled or no-show, prompt me to change the service type so I can remove the current service type and add the cancel/no-show fee service type.
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...
Don't require a social security number for eligibility checks
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.
I need my front desk and scheduling staff to see notes and alerts related to a client when they check in, so that we do not miss important information about clients. We use the Notes field on the client details for such information so if it were d...
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