My Clients Plus
254 results found
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5 votes
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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 -
Progress Notes - Form Builder
I would like a custom template form builder so that I could build my own progress note templates.
50 votes -
Show which notes are locked/unlocked
When looking at a client's notes... under the "Select a Note" tab... somehow indicate which notes are locked and which are still open/editable.
1 vote -
diagnosis
Would like to have a way to easily select a diagnosis in the templates and also easily integrate a diagnosis from the previous sessions note into the current note.
20 votes -
Post insurance overpayments to the charge line for later refunding.
I need to be able to post insurance overpayments to the charge line. Otherwise, how will I track these payments for refunding later?
8 votes -
Session time auto filled from Client Sessions screen
In the Client Sessions screen, the code and time are part of that screen. Please automatically have the time entered transfer to the progress note header. I have been keeping track of how long I spend in the Client Sessions screen, but didn't realize that it was not automatically incorporated into the note. Luckily, when one of the insurance companies audited me, I was able to add the times to my notes and resubmit them and get paid when they brought to my attention that it was required to have the time spent in the note. I suggest putting the…
4 votes -
Browser session and logging out issue
When the login times out, I cant easily get back to the login screen. Refreshing gives an error anytime. Logging out gives an error. I have to clear the URL and enter in address again to get back to the login screen. A pain.
Error: Your login was not successful, please try again. Make sure your Caps Lock button is not enabled.
3 votes -
Sort by name when invoicing
In the "Invoice Clients & Insurance" tab, it would be great to be able to sort the list of clients by name instead of the date. It would allow us to be sure we have included all sessions for a super-bill.
3 votes -
Reminders to do certain notes
I would like to get a reminder to complete an assessment, treatment plan or some other type of note after a certain number of sessions. A similar reminder for annual assessments and treatment plans would also be a nice feature.
5 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 -
Highlight lines in Payments received & Adjustments
When entering payments... especially from insurance when one check can apply to numerous clients and sessions... the line on which the mouse is hovering does not get highlighted or change color (it does when in Client Sessions and the financial page for each client). Because the text ends up so small and some clients are billed for more than one CPT per session, it would be very nice if the line were highlighted so that it was easier to see which hand was about to be clicked.
5 votes -
Allow providers to request a system password reset when they forget their password
We would like a way to request a password reset for My Clients Plus without having to call customer support.
4 votes -
Blank Template Stored Preferences
I would like to have single spaced progress notes and would like to use the general note that is fully blank (I add my own stuff).
2 votes -
Print invoices without aging information
I am wondering if there is any way that we can choose not to print the aging on our statements. Since it doesn't bill the client until after insurance has paid etc., there is a delay as far as aging.
4 votes -
Show session date on credit card payment screen
Every time I charge a credit card, I must enter the session date in the two Notes fields in the credit card payment screen. If I don't do that, the patient gets an email for a charge with no session date. Please automate this and save us a great deal of data entry.
2 votes -
Option for client to sign before provider signs and locks note
Well our goal is to have parents indicate that the patient was seen and verify that therapy was completed. We see small children and there are times that we cannot complete the session note before the patient leaves and we would like the parent to be able to sign that they attended the session.
3 votes -
Client Statements
We would like the client statements to reflect all of the information that is on the Account Activity by Client screen, including the ERAs or EOBs showing payments, etc., and non-payments and reasons. For client payments, we would like to see which sessions the payments were applied to.
26 votes -
Remove aging on an account
We have problems with clients getting angry when they receive a statement showing the aging as it shows aging from the date of service versus the date we start sending statements after insurance paid the claim.
2 votes -
Ability to Copy Progress Note forward from one provider account to another
Practice would like to be able to copy a progress note forward from one account to another account in case a provider is ill and other providers are offering emergency care for that providers' client.
7 votes
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