Allow me to enter each staff member's taxonomy code on their profile and have it carry over to payers so I don't have to add it for each payer separately.
Return to the Agenda after creating an invoice or note
If I create an invoice or note from the Agenda, then have TheraNest return me to the Agenda after I save the invoice or note so I can keep creating the invoices and/or notes for that day.
Cancel all client appointments if family appointment
If the appointment is associated with a family case, allow me to cancel the entire family appointment for everyone rather than having to update the status for each individual on the appointment.