My Clients Plus
254 results found
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Register office space and schedule offices
It would be very helpful to have the ability to registeroffice spaces by name or number and then have multiple providers be able to schedule office rooms at the same time they schedule an appointment.
1 vote -
Browser session and logging out issue
When the login times out, I cant easily get back to the login screen. Refreshing gives an error anytime. Logging out gives an error. I have to clear the URL and enter in address again to get back to the login screen. A pain.
Error: Your login was not successful, please try again. Make sure your Caps Lock button is not enabled.
3 votes -
Out of network billing claim deletion stay in balances due you
It is confusing when I go to delete a claim, it takes me out of balances due and then I have to re-enter to go back and delete another claim or check the other claims. Can you make it so that it just deletes the claim that was not accepted and not leave that page? Please :)
1 vote -
Option to sort alphabetically by name on the Balances Due You screen, especially in the "due from client" section.
Option to sort alphabetically by name on the Balances Due You screen, especially in the "due from client" section. By clicking on the header, option to sort by session/bill date or by client name. Would like to be able to toggle back and forth between the two.
8 votes -
Need a way to post a denial where the balance is due from the patient that is NOT copay, coins, or ded!!
When posting an ERA, there needs to be an option to MOVE the balance to the patient liability bucket if the claim denies for something like, "Policy terminated", etc. Right now, all I can do is move the balance to the deductible bucket or copay bucket and then the balance is moved to patient liability. PLEASE make a bucket to move the denied claim to patient liability!
22 votes -
Session time auto filled from Client Sessions screen
In the Client Sessions screen, the code and time are part of that screen. Please automatically have the time entered transfer to the progress note header. I have been keeping track of how long I spend in the Client Sessions screen, but didn't realize that it was not automatically incorporated into the note. Luckily, when one of the insurance companies audited me, I was able to add the times to my notes and resubmit them and get paid when they brought to my attention that it was required to have the time spent in the note. I suggest putting the…
4 votes -
Customize Client Invoices
Ability to personalize to practice/providerclient invoices
12 votes -
Option for client to sign before provider signs and locks note
Well our goal is to have parents indicate that the patient was seen and verify that therapy was completed. We see small children and there are times that we cannot complete the session note before the patient leaves and we would like the parent to be able to sign that they attended the session.
3 votes -
5 votes
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Sort by name when invoicing
In the "Invoice Clients & Insurance" tab, it would be great to be able to sort the list of clients by name instead of the date. It would allow us to be sure we have included all sessions for a super-bill.
3 votes -
Allow for two responsible parties
When working with children of divorced parents, we need to be able to split the copay responsibility between two parties.
6 votes -
Allow providers to request a system password reset when they forget their password
We would like a way to request a password reset for My Clients Plus without having to call customer support.
4 votes -
Print invoices without aging information
I am wondering if there is any way that we can choose not to print the aging on our statements. Since it doesn't bill the client until after insurance has paid etc., there is a delay as far as aging.
4 votes -
Reminders to do certain notes
I would like to get a reminder to complete an assessment, treatment plan or some other type of note after a certain number of sessions. A similar reminder for annual assessments and treatment plans would also be a nice feature.
5 votes -
Treatment Plan Goals
I would like Treatment Plan goals to carry over and integrate into a similar field on a session Progress Note
7 votes -
Inactive open clients
I would like to be able to generate a report for open clients w/o activity for the past 30 days.
3 votes -
Filter Clients by Insurance Company report by active, inactive or all clients
Allow the Clients by Insurance Company report to be filtered by active clients, inactive clients, or all clients.
7 votes -
I would like a note devoted to psychological testing!
None of the template notes work for what I need them to do. I would like a note for psych evals.
1 vote -
copy codes feature
When using the copy codes to another provider make the insurance info pull over also, currently you have to still go back to the 1st provider to figure out what type of insurance plan it is to pull to the second provider.
5 votes -
Add the Facility Address to Insurance Superbills
Currently, the Insurance Superbill has the Billing Address on it. We would also like the Office Address on the Insurance Superbill.
1 vote
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