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My Clients Plus

254 results found

  1. 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

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  2. 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

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  3. Invoice for My Clients Plus Charges

    It would be nice to have an invoice showing the charges for My Clients Plus and also the payments that have been made.

    6 votes

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    0 comments  ·  General  ·  Admin →
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  4. 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

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    1 comment  ·  General  ·  Admin →
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  5. Group account

    We are a Recovery Center where multiple providers see the same client. We would like to have a "group" account, where all of the providers and clients can be in one account, and all notes written about the client (no matter who sees him), are in one account.

    6 votes

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    0 comments  ·  Notes  ·  Admin →
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  6. Restrict Access to information on landing page

    We would like to restrict access to the Balances Due You dollar amount that is listed on the My Clients Plus landing page, so that our employees do not see it when they log into the account.

    1 vote

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  7. Out of Network Primary Insurance/In Network Secondary Insurance

    Would like to be able to bill a Secondary Insurance Payer when the client has a Primary Insurance Payer that is out of network. Currently if the client is setup correctly with their Primary Insurance as out of network, there is not a way to trigger the Secondary Insurance to bill.

    1 vote

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  8. Note Indicator on Account Activity

    Currently, when adding a note via the Account Activity screen there is no indication a note has been added unless you hover over the clipboard icon. It would be nice to be able to see some visual indicator that a note has been entered on the clipboard icon.

    1 vote

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    0 comments  ·  General  ·  Admin →
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  9. Resubmit out of network claims in MCP 2.0

    Would like to be able to resubmit out of network claims in v2.0 of the software.

    1 vote

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  10. Short list of Payers default in Client Setup

    When adding a new client to an account and choosing the primary insurance company, the system defaults to the long list, which includes ALL of the payers. Would like the system to default to the list of electronic payers that have been set up through Codes Setup/Insurance Companies so we can easily switch to "My Electronic Payers".

    4 votes

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    0 comments  ·  Clients  ·  Admin →
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  11. We would like the Client Sessions page to reflect the order of the appts like we see in Jituzu instead of alphabetically.

    We would like the Client Sessions page to reflect the order of the appts like we see in Jituzu instead of alphabetically.

    2 votes

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  12. Integrate with Quickbooks

    Offer direct integration with other accounting software like quickbooks.

    10 votes

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  13. 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

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    0 comments  ·  General  ·  Admin →
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  14. 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

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  15. Mark payment on account, not for session

    in the new session screen, it would be helpful to have a tick box next to payments made at session that would withhold it from the billing but not from the payment tracking system. Insurance companies will often send payments to members if the paid at session is more than the copay.

    16 votes

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  16. 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

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    1 comment  ·  Clients  ·  Admin →
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  17. View Attachments Online

    I upload attachments into my client's accounts, and would like to be able to view the attached files online.

    7 votes

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    1 comment  ·  Clients  ·  Admin →
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  18. 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

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  19. 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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  20. 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

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    0 comments  ·  Notes  ·  Admin →
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