Remind me if client's have a credit when processing a payment
When charging clients, it could be really helpful to have a pop up that said "this client has a positive balance of $--". This would help to remind to use funds overpaid from previous sessions when charging clients.
Allow me to create groups for staff members so that I can quickly filter to that group on the calendar to send a practice chat message to a specific group.
Allow me to choose which staff members can view another staff member's calendar. For example, a supervisor may need to view only their supervisees' calendars but not anyone else's.
Add billing alerts or notifications to calendar view
ability to see which appts have been billed & which have been paid by insurance & those w/ open balances & all pd w/ abbreviations from the calendar view
Add a PTSD screener as an intake form that I can send to clients through the client portal. It would be nice to have a screener readily available so I don't have to recreate it.
Separate calendar preference for showing client initials in calendar and alerts
Under Calendar Preferences, separate the preference for "Show only client initials in Calendar and staff email alerts" so that I can display the client's full name on the calendar, but only show their initials in email alerts.