My Clients Plus
254 results found
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Download Practice Facts & Statistics report
I would like to be able to download a CSV file of the data from the Practice Facts & Statistics report.
9 votes -
Add popups on 2.0 Home screen
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.
4 votes -
Wiley Treatment Planner Note Addendum
When signing and locking a Wiley Treatment Planner, it would be nice to be able to add a Note Addendum for cases where you may later find a mistake was made and would like to update the planner.
4 votes -
Error in adding new client
I cannot add a new client today. I get an error message that prompts me to report it. Please advise.
1 vote -
Copying inactive clients
When copying client files between accounts, it would be helpful if the list generated included inactive clients. Otherwise you have to go in and make them active, then go back and inactivate them again after copying.
5 votes -
It would be great to have a place to add a Preferred Name in the Client Setup
Sometimes a client will have a name that they preferred to be called by rather than their legal name.
8 votes -
Post Multiple Payments at once
I would like to be able to post multiple payments in an ERA at once.
4 votes -
Stats to Add- number of clients moved to inactive
Please add the statistic to practice stats page that describes the amount of clients changed to inactive within a certain time period. This information is significant to businesses that are trying to analyze their success.
6 votes -
Ability to sort Authorized Insurance Sessions Report
Would like to be able to sort the Authorized Insurance Sessions report by expiration date of the expiration, so that authorizations with sessions left that are nearing their expiration date don't fall through the cracks.
2 votes -
Practice Facts and Statistics by location
My practice has multiple locations and I would like to be able to look at the statistics separately
7 votes -
10 key support
You are replacing Excel or any number of systems for accounting, add support for 10 key. Enter needs to submit text boxes. Touch cannot replace 10 key entry when dealing with serious data entry.
3 votes -
ICD - 10 Integration
Is there a way like Office Ally has an ICD-10 menu that lists all the diagnosis which is both searchable and browsable.
Thank you
4 votes -
Ability to 'sign' the note with the clinicians' signatures
We need the ability to "sign" the notes with the clinicians' signatures. The agencies we contract with ask us for this each and every month.
3 votes -
Client Statements - Add office locations
Would like to add office location on the client statement and superbill for out of network clients.
3 votes -
I want my insurance bills sent to my home address, but I want my client statements to have my office address on there.
Currently there is no easy way for my insurance bills to be sent to a different address then the address I want on my client statements. I want my insurance bills sent to my home address, but I want my client statements to have my office address on there. I would like a feature that would easily allow that. Thank you.
6 votes -
Modifier added with Add on Code
When I add an Add on Code to a session, I would like to be able to add a modifier.
3 votes -
Please add columns for Units and Bill Code Modifiers to Invoice Clients and Insurance summary screen
We have to use units in our billing and it would be helpful to see the units and modifiers on the Invoice Clients and Insurance screen to verify we have entered the correct information before invoicing the claims to insurance.
6 votes -
Invoicing
I would like to be able to send client statements/invoice that they can pay without going through the client portal. There was another software that allowed me to email the invoices and clients could pay conveniently.
Secondly, is there a way to add-on copayment amounts when entering insurance info so that clients could pay through the client portal. Otherwise I would have to manually do it or wait til the insurance claims processes which could take weeks.
3 votes -
Year end payment for clients, for their tax and flex-spending purposes
Patients / clients should be able to get a report that quickly and easily shows when their payments were posted. Not just to which sessions the payments were posted, but on what dates the payments were received and posted to their accounts.
Currently, if a payment is made on Jan 15 2019 for a Dec 10 2018 session, then year-end 2018 report generated in February 2019 will show that the Dec 10 2018 session was paid before Dec 31 2018. This is because the session happened before Dec 31 2018. The reporting system goes off the session date, not the…
1 vote -
Eprescribing
Ability to do e-prescribe
5 votes
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