WebPT Ideas and Discovery

We need in the quick view screen to see what a patients copay from the schedule/calendar screen not the dashboard (we have over 10 therapist so we do not use the dashboard) very quickly when a patient checks in at the front desk. Instead of going to the billing tab then client bill and entering pt name. This process is not quick and causes a delay. We need to also see in the quick view if a pt has a balance