My Clients Plus
254 results found
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3 votes
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I would love to have a referral intake form.
I would love to have a referral form for new services, where a report could be ran to see the list of referrals, service referred, therapist, if intake forms have been completed, if a physician order has been received, and if insurance has been verified and authorization received.
7 votes -
7 votes
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For clients with the same Diagnosis Codes (provider types), we should be able to export and import into different accounts
For clients with the same Diagnosis Codes (provider types), we should be able to export and import into different accounts. I have two PYSCH clients and it would be a lot easier to grab what I have already inputted from this massive list @ https://icdcodelookup.com/icd-10/common-codes/mental-behavioral-health, rather than having to put this in manually again for a separate client. XML or CSV or whatever.....
1 vote -
Smartphone compatible
I would like to be able to make changes to my notes from my smartphone. While I can see a note, I can not edit very effectively. Currently, the data boxes do not adjust the format so it is impossible for me to see what is written in the large text box when I am on my phone so I can not edit my notes from my phone. It would be nice if the boxes adjusted size for the phone.
5 votes -
Allow Quicken downloads
As a small business automation is crucial and being able to use Quicken would save me a lot of time on such a tedious task. Any chance that this could be added?
3 votes -
distinguish between father and son
I would like to be able to easily distinguish between father or son. ie: an option on the new client screen to choose a suffix.
3 votes -
Payment forms
I am excited to see that we now have the ability to print receipts from card payments. However, it would be great to be able to enter a client's cash/check payment for recording purposes as well in order for them to get a printed receipt. Currently, we have to write out paper receipts for cash and check payments.
5 votes -
to do list pop up
I occasionally put things on the to do list but forget about them and dont use it often enough to check regularly. It would help if it popped up to remind you
6 votes -
Add section for entering payments in the Balances Due You screen
I think it would be beneficial to the billing process, to add a section for entering both Insurance and Client payment in the balances due you screen. This way it would aleviate loosing your place when going back and forth from one clinician or insurance company to another, when entering payments.
11 votes -
Contact Clients
I would love a way to securely email clients through this platform so that the communication would automatically become part of their medical record... It would be great to be able to send them surveys and other questionnaires concerning their treatment as well.
5 votes -
Easy to read Statements
It would be great to simplify the statements so they are easier for us and the patients to read. They can be very confusing as they stand now and difficult to explain to patients.
7 votes -
Report for Insurance Reimbursements
I would love a report that shows insurance ALLOWED AMOUNTS, not just cash applied amounts, run by insurance company, sortable by CPT code, so that we can track whether or not we are being reimbursed at correct contracted rates.
5 votes -
Blank Template Stored Preferences
I would like to have single spaced progress notes and would like to use the general note that is fully blank (I add my own stuff).
2 votes -
Show session date on credit card payment screen
Every time I charge a credit card, I must enter the session date in the two Notes fields in the credit card payment screen. If I don't do that, the patient gets an email for a charge with no session date. Please automate this and save us a great deal of data entry.
2 votes -
I would like to be able to fax a note from MCP.
Seems like the only way to fax a note is to print it out and then fax it which is a waste of paper.
4 votes -
Remove aging on an account
We have problems with clients getting angry when they receive a statement showing the aging as it shows aging from the date of service versus the date we start sending statements after insurance paid the claim.
2 votes -
Add Column for Net Charges on Cash Posted by Date report.
Could you please include a new column in Cash Posted by Date Screen, found in the Payment Reconciliation section under the Reports Menu Item? I'm calling it NET Charges.
This could be calculated from existing data, (fields Billed Charges minus Ins Adjust, found in the ENTER A NEW ITEM screen in the Payments Received and Adjustments screen in the Daily Activities Menu.)
This could be the equivalent to the Ins. Company’s Allowable Amount / Approved Amount on their EOB.
Thanks, Joe8 votes -
Client List ... "Report Format options" ...Include "last Session Date."
When developing a list of client folders to move from active to inactive status, it could be helpful to have a client list which included each clients' last session date. This could be done in "Client Reports" ... "Client List" ... "Report Format Options", add option "Last Session Date." which could generate a list of names followed by the date of their last session.
Maybe there is a way to do this already which I have not found. (?)
4 votes -
Increase Supervisor Abilities
It would be very helpful if the following were available for Supervisors:
- When an Intern/Resident completes a note, there should be a mechanism for them to submit the note for approval to the Supervisor.
- The Supervisor should then receive an indicator that there are notes that need to be approved.
- The Supervisor should then have the ability to approve or reject the Intern/Resident note.
- If the note is rejected, the Supervisor should have the ability to send corrections and comments in some format back to the Intern/Resident for correction.
- At that point, the Intern/Resident should then be able to receive…
2 votes
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