Allow me to view the client's primary payer on the appointment block or have a separate box appear with this information when hovering over the appointment so I don't have to leave the calendar to view this information.
It would be super helpful to be able to hover over a scheduled clients name and have a little box with a quick view of information pop up - specifically listing their insurance coverage and client balance. It would be really nice to not have to navigate away from the calendar/appointments page every time a client checks in just to see that information. A simple hover pop up would be wonderfully useful!
Make filter similar to staff filter, using insurance provider filter. This would make it easier to filter out specific insurance providers that require pre-auth that needs to be more closely monitored.
It helps when you can easily identify the clients insurance type to determine copay, no show charge, etc. If they have medicaid you have to go all the way into their chart to determine that. Please make it easily identifiable on the appointment. If it's EAP, commercial, medicaid, etc.
