My Clients Plus
254 results found
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Register office space and schedule offices
It would be very helpful to have the ability to registeroffice spaces by name or number and then have multiple providers be able to schedule office rooms at the same time they schedule an appointment.
1 vote -
Out of network billing claim deletion stay in balances due you
It is confusing when I go to delete a claim, it takes me out of balances due and then I have to re-enter to go back and delete another claim or check the other claims. Can you make it so that it just deletes the claim that was not accepted and not leave that page? Please :)
1 vote -
CMS Forms Preview prior to submission
We would like to be able to preview the CMS forms all filled out, prior to submitting claims, so that we can catch any potential errors.
11 votes -
Use of Back button in browser
It would be nice to be able to use the back button in MCP.
9 votes -
Warning pop-up to save new client information
Maybe it's just me, but I can't tell you how many times I have entered a new client's information, got distracted, and forgot to save the information requiring me to enter it all over again. It would be great if a warning pop-up came up asking if you want to save the information before exiting the screen.
5 votes -
Inactive Clients - Automatically return to Active List
When saving an inactive client, the system should return to the main screen using the same process for adding a new client. When we are marking client's inactive, we do not need to see the inactive client list next, we need to get back to work.
13 votes -
File Attachments
Please consider moving the buttons "Download" "Delete Selected" "Upload Files" "Add New Files" to the top of the page above the documents list, saving users from scrolling to the bottom of the file attachments page each time uploading a new document.
6 votes -
5 votes
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1 vote
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13 votes
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Notes beside billable sessions
In Balances Due to You, you can click the little clipboard and add notes about payments. I use this all the time to track payments, especially client payments. I write in there things like "Put note on schedule to collect at next session". I would love a little clipboard note option next to the clients' sessions in Invoice Clients and Insurance so I can add notes about sessions that I am waiting to bill on. Would help me keep even more track of things. Thank you for your consideration!
5 votes -
Print client statements across disciplines
We have clients who receive OT and Speech Therapy -- with two different provider accounts in MCP. We would like to be able to view and generate reports on overall client activity across providers, both to be able to send client statements showing both disciplines and also for tracking session for clients whose insurance limits include combined OT/ST/PT sessions. Thanks!
3 votes -
Integrate with Quickbooks
Offer direct integration with other accounting software like quickbooks.
10 votes -
tag and reports
I have 44 MCP accounts and would like to use the tags and report features. However the exising reports do not pull all of the tags and therefore the reports are not accurate. Please fix this feature. I would also like to run a Client List report that pulls from all of the 44 accounts.
3 votes -
Print Client Statements - download as separate files for emailing
Would like to use Print Client Statements to download everyone's statements at the end of the month, but have it create separate files for each client when you download, so that they can be emailed to the client. Currently the only way to get separate files is by going to Account Activity by Client for each client, and that is time consuming.
6 votes -
21 votes
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I would like a note devoted to psychological testing!
None of the template notes work for what I need them to do. I would like a note for psych evals.
1 vote -
Supervising providers
I supervise unlicensed providers. It would be great if you had an option for accounts for supervisees that only see very few clients, that was more cost effective than the group rates.
6 votes -
Add the Facility Address to Insurance Superbills
Currently, the Insurance Superbill has the Billing Address on it. We would also like the Office Address on the Insurance Superbill.
1 vote -
Freeze heading in Account Activity
Would like for the column headings, such as date, codes, payments, etc, in Account Activity by Client to freeze at the top of the page, so that when you scroll through the activity in an account with a lot of activity, you can always see the headings.
9 votes
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