Haley Ross
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Allow therapists to be able to see billing info of their clients only including past due balances, insurance provider and completed payments. They do not need to see other therapists' clients or have access to other billing features.
It would help streamline admin work when needing to go back into multiple archived files if each user could choose what is the default view when clicking all clients.
Currently the process is Hover over client tab, click all clients, click view all (archived and active) clients and then hit search. If search is entered on active page, when clicking to another tab, the search inquiry must be reentered.