When creating an invoice, allow me to see any appointment notes that were entered for the appointment. Our organization uses appointment notes to indicate billing information that the biller needs to know when invoicing/billing the appointment.
Don't include write-offs in client transactions total
It's difficult to identify the actual client payments on statements because write-offs are included in the Client Transactions total. Separate these into different columns, or don't include the write-off amounts in the total because it's difficult...
Don't have 15-min appointments take up 30-min blocks on the calendar
A 15-minute appointment takes up a 30-minute block on the calendar causing appointments to appear to be overlapped. This makes it difficult to read the calendar.