My Clients Plus
27 results found
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Client Status - addition of ARCHIVE option
Within the Client Setup page the Client Status can be selected as either Active or Inactive. It would helpful to add a third status category, perhaps called "Archive". Clients could be moved to this category if they will not be seen again (e.g. single consult meeting, client moves, dies, etc.). This will de-clutter the Inactive status category, within which clients who are seen only periodically may be moved. In turn, this would declutter the Active status category so that only those attending regular, recurrent sessions will be kept. In sum, you'd have: Active = active clients, Inactive = periodic/infrequent clients,…
1 vote -
5 votes
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Clients have one diagnosis at a time, 99.99% of the time
Diagnosis is essentially always static, usually one per client. Might need secondary diagnosis sometimes. The diagnosis belongs on the client page. It might be necessary to be able to override that on a per session basis, but that's really unusual.
2 votes -
Field to enter Client copay/coinsurance information
It would be helpful for front desk purposes if there were dedicated field(s) for posting the kind of information essential to people collecting payments from clients at appointment times, such as plan year beginning dates, deductibles, copays, coinsurance percentages and even the normal fee schedule amount when a deductible is not yet satisfied. Right now I think the only place available to lump this information, if allowed by your biller, is in the Client Notes field.
2 votes -
Additional Client info
I made a suggestion a couple of years ago that I still would like to see implemented and both are related to the client setup:
1) Quite often we need to put the subscriber's ss# in somewhere. It would be great if there was a field for this information.
2) Dates of birth: It would also be great if the dob had "//" in the field and a uniform format, say mm/dd/yyyy. It would help with consistent data entry.
Just saying.....again😍 like you guys don't have enough to do keeping up with government and insurance changes!!
1 vote -
2 votes
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Page numbers on printed notes
Currently, when I print progress notes, the pages are not numbered. It would be helpful to have the pages numbered as they print, so that they can be placed together if they come apart somehow.
2 votes -
SEARCH BY PREFERRED NAME
It would be great to search by preferred name.
1 vote -
Patient Transfer to New Provider
Good afternoon! When transferring clients from one provider to another within the practice, none of the client attachments and tags transfer. The insurance information does, but you have to re-choose which company. Can it be fixed to have a full transfer to save the copy/paste and re-upload process. This would be awesome!
2 votes -
Account Activity
When you pull up a clients account activity it should have the most recent session listed first and then go back in time order.
1 vote -
Header overlaps notes
When printing progress notes for a client, the header overlaps the session note sometimes. In this case, we have to change the margins drastically, resulting in lots of blank space at the top and bottom of the printed note.
1 vote -
When Send Invoice is other party, should defult to the address and phone numbers entered. For children would just change parent name,.
Why not default the Send Invoice to Other Party with same names and address already, then just change what is different. For those of us who see children in adolescent, other party is parent. Only the name is different, address and phone numbers are the same. If it is a complete different party, easy to change, but > 95% of the time for a child therapist/psychologist it will be the parent as the other party. Seems silly to have to enter all that information twice. Had this in previous billing program for past 20 years, can't be hard to do.
3 votes -
Contact Clients
I would love a way to securely email clients through this platform so that the communication would automatically become part of their medical record... It would be great to be able to send them surveys and other questionnaires concerning their treatment as well.
5 votes -
Client List ... "Report Format options" ...Include "last Session Date."
When developing a list of client folders to move from active to inactive status, it could be helpful to have a client list which included each clients' last session date. This could be done in "Client Reports" ... "Client List" ... "Report Format Options", add option "Last Session Date." which could generate a list of names followed by the date of their last session.
Maybe there is a way to do this already which I have not found. (?)
4 votes -
3 votes
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distinguish between father and son
I would like to be able to easily distinguish between father or son. ie: an option on the new client screen to choose a suffix.
3 votes -
Searching by payer id number
It would be nice if we could search by the payer id number in addition to being able to search by the insurance company's name
2 votes -
copy codes feature
When using the copy codes to another provider make the insurance info pull over also, currently you have to still go back to the 1st provider to figure out what type of insurance plan it is to pull to the second provider.
5 votes -
Number formatting
I'm hoping that you can implement number formatting for things like dates and phone numbers. With other programs I can type 050519 in a date field and it will auto format to 05/05/2019 or I can type 1234567890 in a phone number field and it will auto format to (123) 456-7890. This would be a big time saver!
5 votes -
Check Client Benefits - Eligibility
Add way to check client benefits/eligibility and details in the MCP system
12 votes
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