All ideas

When viewing the billing accounts from the billing tab, display all accounts even those with a $0.00 balance.

Allow me to select which patient history sections or evaluation sections I want to pull forward. Right now it pulls forward all of them.

Allow me to download invoices to Excel.

If future appointments in a series are canceled and I change the series, keep them as canceled. Right now they become un-canceled.

Separate the billing accounts for active patients and inactive patients so they aren't all mixed together.

When completing an OT evaluation, have a place that allows me to identify the complexity level. We have to document this in our evaluations and it would easier if there was a predefined place.

Allow me to add scheduling/calendar notes that display above the date on the calendar for information that might be important for that particular date.

I want to upload files and videos to a portal I can share with other practices so we can share our techniques.

When using the Find Openings feature on the calendar, allow me to insert a time frame to search for openings. For example, I may need to find an SLP that's available specifically between 3-5.

When a therapist enters an unavailable time on the calendar, have that request be approved by an admin at the clinic.