new updates are very time consuming to keep flipping between the tabs when you are trying to determine where the latest insurance payment was credited. Please at the least put the payment dates back on the fully paid invoice tab
Don't immediately send new appointment/changed appointment emails
When I create a new appointment for a client or edit an existing appointment, don't send them an email right away. Sometimes I may make a mistake and I want to be able to correct it before they get the email.
We have a large practice and our providers each have different rates. Allow me to set up service types for each provider rather than having one large list of organization-wide service types.