My Clients Plus
254 results found
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google
It needs to sync with Google calendar. Also, there is no code for the client portal, so how can I have prospective clients see my schedule in order to make an appointment?
3 votes -
1 vote
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Close this account
Close this account
1 vote -
Ability to post payments to 0 balance client accounts
I would like to ability to post a payment on a client's account even if there is no outstanding balance. At times, client's pay me in advance but MyClient's plus does not allow us to post that without a number of extra steps (such as creating a 0 charge session with a payment).
21 votes -
Statements and Invoices - Detail needed
when running invoices/statements due to current activity. Many times just the 'balance forward' information shows. I have to go in and individually re-create the statement/invoice, and confidential trash the one that printed from the daily activity. We need a way to chose how many months show on the daily billing runs when it is going to the client.
1 vote -
Need additional spots for DX codes
With changes in insurance company requirements for chiropractic billing, I need to be able to add more than 4 diagnosis codes per visit. Can you please allow space for more? I know we are allowed up to 12 for auto accident case.
1 vote -
Clients Report with Date of Birth
When generating a clients report, by showing their contact information, can you also please add their date of birth?
That would help a lot separating our child population from our adult population.
Thank you.3 votes -
Please create an emergency access process
WE are a group practice with therapist working through the weekend. My Clients Plus became inaccessible Thursday evening just after 7 pm and there is no one to contact to try to get it fixed. This is pretty much the last straw!!!!!!!!!!! Your system is steadily getting less and less reliable!!!!!
1 vote -
1 vote
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Have the Billing Codes, Diagnostic Codes (and maybe even the Insurance companies) preloaded.
Have all the most up-to-date codes preloaded so that we only have to activate the codes in our list.
11 votes -
3 votes
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2 votes
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Option to print receipt for client payment before session is billed
Currently, we can not print a receipt until the session is billed. It would be very helpful to be able to print a receipt for a clients copay before the session is billed, so that the receipt can show what session it is being applied to.
4 votes -
Ability to delete write offs on a date of service instead of deleting the full service date/line
When a client has a balance due, and does not submit payment by the final statement we send, we write off the remaining amount as "bad debt". Sometimes, the client will pay months or even years later. It would be nice to be able to delete just the write off line, instead of deleting and re importing the full service line.
4 votes -
A way to edit or create an also-known-as name for health plans.
Would like a way to edit the name of the insurance company, or create an AKA name, so we can have an insurance company listed more than once identified by the specific plans they have (e.g.-medicare advantage plans, medicaid plans, commercial plans).
1 vote -
Client Session activity/reports available to therapists WITHOUT $ amounts
We would like for more features to be available where privileges can be set for therapists to see session details WITHOUT having them also see billed charges. When we get ready to do invoicing, we love being able to easily see which sessions are missing progress notes with the clipboard icon. There is currently no way for therapists to do this same overview without going into each and every session and checking every date on their notes.
Please! :)
1 vote -
Add Location to Invoice Clients and Insurance
With telehealth on the verge of becoming standard operating procedure at this moment, it might be a great time to consider adding the POS (location code) to the Invoice Clients and Insurance screen in MCP.
8 votes -
Client Statements in Landscape
When creating and printing client statements, please reorient them into landscape mode. When families want a statement for the calendar year (for taxes, reimbursement, etc), the columns on the right aren't large enough to see the amounts... the text ends up on top of other entries, especially if the totals are in the thousands. If the columns "charges" through "client responsibility" were wider, there wouldn't be a problem.
1 vote -
Create Invoice with Preferred Name
Ability to create an invoice or standard statement using the client's preferred name. Currently, I have to go into client set-up, change the name, save, create and print invoice, then go back to client set-up, change the name and save. Tedious and likely to lead to an error.
3 votes -
secondary billing
eliminate the need to verify payment posted date for primary insurance prior to being able to bill secondary insurance
9 votes
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