Client Portal - Allow providers to send Intake forms to existing clients
I would like to be able to have clients complete intake forms and other forms in the client portal even if they are already established clients.
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Carol commented
MCP has been a great program for a number of years, but it seems that catching up to other EHR's is frustratingly slow. I currently provide billing services to nine different providers on three different EHR's, and MCP is the most antiquated.
- the calendar is not fully integrated...having to switch back and forth between Jituzu and MCP for messages from Portal clients, credit card payments processed in Jituzu not showing up in MCP, and the lack/limitations of electronic paperwork (should be able to send electronic intake to clients after scheduling...and get signatures on forms) & obtaining signatures is seriously lacking.
- the inability to simply "park" a payment on an account when a client has a -0- balance, without creating a session...nonsense.
- clients not being able to see forms of payment on statements...ugh. So many phone calls would be unnecessary if they could see check numbers...also, the fact that a large payment is broken up by each date of service...especially when that spans year end...we get so many questions like "where's my $200 payment?" Well, it's there, there, some of it's in last year... A ledger-style format would be better, with the ability to "assign" the payment to line items, but the payment would appear on the date it was actually posted.
- when invoices, statements, HCFA's are generated, it would be FABULOUS if they were editable PDF's...so that a note, change, correction, etc could be affected without having to do it by hand (looks unprofessional) or deleting it and doing it over.
- when entering a payment...if it pays for 24 line items...I would like to be able to just check 24 boxes, and then hit "apply", rather than hitting one, applying it, hitting the next one, applying it, hitting the third one, applying it, etc...clunky.
- should be able to sort/search clients by ANY field in the facesheet. Gender. Zip Code. Birth date. The TAG feature tries to solve this issue...but then you have to enter the information twice. When it's already there, that seems like a waste of time.
- user definable reports. -
giarosenblum commented
I see that this idea was shared in 2018!!! This would be an incredibly helpful addition and it seems like simple no-brainer - what is the hold up MCP?
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Anonymous commented
My plan is to work with a program that allows scheduling, emails, personal intake form attachments, payments, and the ability to talk to more than one client. With the increased amount of travel, it is essential that I have the capability to talk to clients from two separate locations. My goal in centralizing is efficiency and simplicity without repeating processes in different portals. Thank you.
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Anonymous commented
Agreed! Workflow with Jituzu is really awkward and inefficient. I schedule new clients onto the calendar when they call me and then send out the intake forms, but they cannot complete intake fields online through the client portal if I have already scheduled them. Clients want to talk to me and I to them before they would initiate a portal sign up and schedule themselves. This current awkward flow requires me to continue using paper that I could do away with if I could add new clients to the Jituzu calendar and THEN they could access the portal to complete their profile/intake fields/forms in the system.