My Clients Plus
254 results found
-
Preferred pronouns/gender
We treat a number of transgender clients. It would be helpful to know how they prefer to be addressed when office staff other than the clinician need to communicate with them.
7 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 -
13 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 -
Increase font size - View Account Activity
The new UI that went into effect around Thanksgiving includes a much smaller, unreadable font size on the View Account Activity Screen. Please ensure that the font size on all screens does not create eye strain.
7 votes -
Secondary insurance payments
Please, please make a way to click on electronic EOBs to post secondary insurance.
25 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 -
View Multiple Screens Simultaneously
I would like to be able to view multiple screens at the same time, such as EOB's/ERA's and Payments Received and Adjustments for instances where payments must be entered manually.
24 votes -
Post Multiple Payments at once
I would like to be able to post multiple payments in an ERA at once.
4 votes -
Is it possible to get a over 120 day listed on the invoices please. it appears that there is enough room. Thank you
Is it possible to get a over 120 day listed on the invoices please. it appears that there is enough room. Thank you!
6 votes -
Indicator of how close to electronic billing plan limit you are
We would like to see a visual indicator that shows how much of our electronic billing plan that we've used. Two possible options might be that the claims box that shows how many claims you submitted shows the amount of claims that are allowed for your plan as well as the number of claims you've selected, or the box changes colors when you near your limit.
7 votes -
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 -
Progress Notes - Form Builder
I would like a custom template form builder so that I could build my own progress note templates.
50 votes -
Initial Treatment Date carrying forward
Medicare requires the Initial Treatment Date to be on each claim. I enter the Initial Treatment Date into the first session and would like the date to carry forward into subsequent sessions.
1 vote -
Information in sessions carrying forward
When making a claim for a client who has had an auto accident, I mark "Auto Accident" as "Yes", and add the State in the initial session. I would like the information to carry forward into subsequent sessions.
1 vote -
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 -
school
On the intake forms, please add a fill-in field for school and current grade level.
2 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 -
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 -
Wiley Treatment Planner
Would like Wiley Treatment Plan to be more printer friendly. No place for signatures, front page is unprofessional looking.
4 votes
- Don't see your idea?