When looking at the main screen, there are a few spots where a popup of information would be very helpful for productivity.

When hovering over the Provider info button, it would be nice to see Tax ID, NPI, and Office address for checking benefits quickly.
for Client Info; it would be nice to see their date of birth, address, and ID #, for the same purpose.

Account activity; perhaps the total due and potentially a space to add copay to client setup and show that here.