It would be nice if we could search archived clients by the client's date of birth. Ideally it would be great if the archived search options were set up like the active search options, but adding the client's date of birth would at least help quit...
Make legal gender field options only male and female
When selecting the client's legal gender, only allow a Male and Female option since this is what populates on the claim form and those are the only option available on the claim form.
The column on the grid that says "card on file" is not clear. Multiple clients have cards on file, but the card on file is only reflected as a yes if there has been a charge to the card.
It would be helpful to quickly be able to reference patients DOB on the page with the insurance info, since when calling and checking with insurance they ask for the birthday.
Add "Return to Contact Log" button to signed entries
After I sign a contact note, I often want to return to the contact log page, but I have to return to the "Notes" section and then click on the tab for "Contact log" again. Please add a return to contact log button to make this an easier workflow.
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