My Clients Plus
254 results found
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5 votes
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2 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 -
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 -
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 -
Client Statements Clarification
I retired from the insurance business. I am not aware of any providers who do not require "payment at time of service". True, most are lenient, especially when "Patient Responsibility" is known and provider/client agreements have been established. The provider I bill for and I, loose much time trying to help her understand the statements produced with "MyClientsPlus" software. She loses much therapy time trying to explain these statements to clients and, at times, has refunded payments, (thinking they were overpayments} when they were not. I've used several software products over the years before I changed to "MyClientsPlus". This is…
2 votes -
I would like to be able to download ALL reports. I
I need to report several different statistics on a monthly, quarterly and yearly basis. The info is in various places, so downloading the report from MCP would enable me to incorporate the outside info as well.
7 votes -
Timeout screen
Have screen revert to login status when timeout is reached. As it stands, when timed out, client data is left in view and cancelling screen is tedious. Either I have to X-out and go to site again or click repeatedly to get it to go back to login.
8 votes -
Spell Check
Spell check - Would like Spell Check in Progress Notes.
39 votes -
Allow us to add our logo to invoices
Allow us to add our logo to invoices
11 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 -
Have a graph of how many sessions I have per month for comparison with a previous year.
For the purpose of planning vacations or CEUs it would be great to look at previous years sessions per month.
3 votes -
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 -
Drop down menus
Would like to see drop down menus in the template forms for symptoms, interventions, etc. that way all options are not written in the actual note. Instead only the options that are chosen from the drop down menu would appear in the note.
10 votes -
Header on treatment Plan
Have header on tx plan read tx plan instead of progress note
4 votes -
Send Receive Messages from MCP
On the Home screen in MCP, at the bottom is a section that notes Messages and Notices. Is there a way we can send/receive messages from MCP, rather than switching apps to Jituzu? or maybe be able to send/receive from both apps?
5 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 -
Use of Back button in browser
It would be nice to be able to use the back button in MCP.
9 votes -
I would like note and intake templates that are consistent with ACT sessions.
ACT has their own suggested templates for therapy notes and intakes and I would like to either be able to create my own template or have access to ACT consistent templates.
1 vote -
Check Client Benefits - Eligibility
Add way to check client benefits/eligibility and details in the MCP system
12 votes
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