G Spangler
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Hi there, we've been using Theranest for many years and want to make a plea to please please please add the flag feature to also show up on the ledger page. We need this to note payment plans, how much is on their deductible, when clients need superbills to be sent to them after insurance processes the claim, etc. It would be so very useful to us in so so many ways. I think flags has attempted to be useful this way (and it really could be) except that you can only see them in the Agenda view and scrolling down on the client details page which is honestly not super useful. We use the calendar view to bill (because you can right click and open it into a new tab which is highly useful when billing many invoices, and bulk invoice billing doesn't work for us). But if you had client flags visible on the ledger page that would be LIFE CHANGING. I cannot highly recommend that enough. Please add that feature. Just anything to the ledger page to have more information about specific needs for that client. Please please please.