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My Clients Plus

254 results found

  1. Notification that a client credit card has already been charged in the session.

    When I am making a client session, I often get interrupted and then have to return later to finish it. I would like to see a notification on the session screen if the credit card has already been charged.

    11 votes

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  2. Eprescribing

    Ability to do e-prescribe

    5 votes

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  3. Download Practice Facts & Statistics report

    I would like to be able to download a CSV file of the data from the Practice Facts & Statistics report.

    9 votes

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  4. I want my insurance bills sent to my home address, but I want my client statements to have my office address on there.

    Currently there is no easy way for my insurance bills to be sent to a different address then the address I want on my client statements. I want my insurance bills sent to my home address, but I want my client statements to have my office address on there. I would like a feature that would easily allow that. Thank you.

    6 votes

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  5. Enter Client write-off in the session

    We would like to enter the amount of the client write-off in the client session, rather than later on.

    12 votes

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  6. Be able to make changes or updates to posted payments

    I want to be able to make changes or updates to posted payments when payers reprocess claims.

    101 votes

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  7. Session Tracking for secondary insurances

    We would like to be able to track authorized sessions for secondary insurance. We know we can track authorized sessions for primary insurance, but secondary would be very helpful.

    4 votes

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  8. 21 votes

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    1 comment  ·  Notes  ·  Admin →
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  9. Practice Facts and Statistics by location

    My practice has multiple locations and I would like to be able to look at the statistics separately

    7 votes

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    1 comment  ·  Reporting  ·  Admin →
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  10. It would be great to have a place to add a Preferred Name in the Client Setup

    Sometimes a client will have a name that they preferred to be called by rather than their legal name.

    8 votes

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    1 comment  ·  Clients  ·  Admin →
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  11. Please add columns for Units and Bill Code Modifiers to Invoice Clients and Insurance summary screen

    We have to use units in our billing and it would be helpful to see the units and modifiers on the Invoice Clients and Insurance screen to verify we have entered the correct information before invoicing the claims to insurance.

    6 votes

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  12. Group therapy notes

    Would like a feature for GROUP therapy progress notes where you can easily generate several notes for the members of a single group session.

    13 votes

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    1 comment  ·  Notes  ·  Admin →
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  13. Summary Report by payer at the group level

    A report that allows a group or provider to pull their accounts receivable by payer.

    4 votes

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  14. Balances Due You - delete multiple claims for out of network claims

    Add ability to delete more than one out of network claims at a time from the Balances Due You report.

    4 votes

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