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My Clients Plus

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  1. Client Statements in Landscape

    When creating and printing client statements, please reorient them into landscape mode. When families want a statement for the calendar year (for taxes, reimbursement, etc), the columns on the right aren't large enough to see the amounts... the text ends up on top of other entries, especially if the totals are in the thousands. If the columns "charges" through "client responsibility" were wider, there wouldn't be a problem.

    1 vote

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  2. 8 votes

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  3. SCROLLONG PROGRESS NOTES.

    I would love to have the ability to scroll all notes by choosing a forward or backward button as i am looking for a specific notation. This would be faster than having to open and close each note separately.

    Also the ability to highlight within the progress note would be helpful as well.

    4 votes

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  4. Write in notes on an IPAD

    Would like to use a stylus to write on a note with IPAD and then Upload that into the Client's File

    3 votes

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  5. 2 votes

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  6. Allow adjustment (write-off) upon entering session and payment for sliding scale clts.

    When we first enter a session and payment, could there be a second window for write-off adjustment (e.g. for sliding scale Clts)? As it is I have to enter session, invoice, go to payments and adjustments, write-off, then print a $ statement for the Clt in order to send a $0 balance to the Clt for that session.

    1 vote

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  7. google

    It needs to sync with Google calendar. Also, there is no code for the client portal, so how can I have prospective clients see my schedule in order to make an appointment?

    3 votes

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  8. Auto- save in client notes

    I would like MCP to have an auto - save in client notes - I have lost a whole session of notes and had to recreate the note at the end , when I talked with specialist, it was because I had not "clicked" on anything even though I was still writing my note. There is so much going on during a session, including writing a note at the same time, that an auto save would enhance the experience of MCP

    19 votes

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    3 comments  ·  Notes  ·  Admin →
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  9. Zip Code Checking Scrub Feature

    Request that if a zip code is entered incorrectly that MCP catches it and rejects it so that claim doesn't get processed. Would like a scrubbing feature/google zip code check so they don't have to pay for additional claims when they have to be resubmitted.

    1 vote

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  10. Clients Report with Date of Birth

    When generating a clients report, by showing their contact information, can you also please add their date of birth?
    That would help a lot separating our child population from our adult population.
    Thank you.

    3 votes

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  11. SEARCH BY PREFERRED NAME

    It would be great to search by preferred name.

    1 vote

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    0 comments  ·  Clients  ·  Admin →
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  12. Client File Notes Printed

    Hi there,
    I would like there to be a way that the Client File Notes at the bottom of the Client Set Up/ Demographics page could be printed. Thank you.

    1 vote

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  13. 3 votes

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  14. We need to be able use IPA symbols (International Phonetic Alphabet) in our reports.

    Speech Therapists need to be able to use IPA symbols (International Phonetic Alphabet) in our reports. Not all these symbols are supported in your platform and do not save correctly. This is a nightmare when writing an accent modification reports or commenting on articulation.

    1 vote

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  15. Allow clients to pay invoices online via link from provider's website

    I would like for clients to be able to pay for specific invoices/statements online via a general "online billpay" page that can be linked to from my website, like these examples:

    https://illinoisderm.edoctorlink.com/
    https://billpay2.poscorp.com/patientpaymentservices/quickpay/Dermatology%20and%20Aesthetics

    The page/function in these examples appears to be powered by a third-party client services software similar to MCP/Jituzu, but is white-label branded with the provider's branding.

    2 votes

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  16. Account Activity

    When you pull up a clients account activity it should have the most recent session listed first and then go back in time order.

    1 vote

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  17. 1 vote

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  18. Interest on overdue accounts.

    I need to be able to charge interest on past due accounts, since many of my clients fail to pay when there are no consequences to not paying in a timely manner. This is an important facet in many businesses. I hope you will be able to allow for integration of this if desired.

    2 votes

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  19. Create Invoice with Preferred Name

    Ability to create an invoice or standard statement using the client's preferred name. Currently, I have to go into client set-up, change the name, save, create and print invoice, then go back to client set-up, change the name and save. Tedious and likely to lead to an error.

    3 votes

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  20. Block from billing future dates of service

    Would like it if the system stopped claims that had dates that are in the future, so that they can't be billed until that date.

    1 vote

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