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My Clients Plus

254 results found

  1. 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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  2. Progress Notes - Form Builder

    I would like a custom template form builder so that I could build my own progress note templates.

    50 votes

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    2 comments  ·  Notes  ·  Admin →
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  3. Spell Check

    Spell check - Would like Spell Check in Progress Notes.

    39 votes

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    5 comments  ·  Notes  ·  Admin →
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  4. Client Statements

    We would like the client statements to reflect all of the information that is on the Account Activity by Client screen, including the ERAs or EOBs showing payments, etc., and non-payments and reasons. For client payments, we would like to see which sessions the payments were applied to.

    26 votes

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  5. Secondary insurance payments

    Please, please make a way to click on electronic EOBs to post secondary insurance.

    25 votes

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  6. 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

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    2 comments  ·  General  ·  Admin →
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  7. 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

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  8. Ability to post payments to 0 balance client accounts

    I would like to ability to post a payment on a client's account even if there is no outstanding balance. At times, client's pay me in advance but MyClient's plus does not allow us to post that without a number of extra steps (such as creating a 0 charge session with a payment).

    21 votes

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  9. 21 votes

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    1 comment  ·  Notes  ·  Admin →
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  10. diagnosis

    Would like to have a way to easily select a diagnosis in the templates and also easily integrate a diagnosis from the previous sessions note into the current note.

    20 votes

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    1 comment  ·  Notes  ·  Admin →
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  11. 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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  12. Drop down box to designate check, credit card or cash in Client Session

    Would like to be select whether a client payment is by check, credit card or cash in Client Session.

    19 votes

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  13. 17 votes

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    0 comments  ·  Notes  ·  Admin →
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  14. Refund Posting

    We need a way to post refunds. This would mean you could post a credit to a line, and then post the refund to that line. Now, I have to add a 'session' that is labeled as 'refund' to get this activity on the clients' account.

    16 votes

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  15. Mark payment on account, not for session

    in the new session screen, it would be helpful to have a tick box next to payments made at session that would withhold it from the billing but not from the payment tracking system. Insurance companies will often send payments to members if the paid at session is more than the copay.

    16 votes

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  16. Multiple blank note options for labeling in library template

    Currently we can label the blank note in the template library with only one title. Please add multiple blank note templates so that I can add them to my library under different names. This would enable quicker audits for specific forms (that we copy and paste into a blank note)

    14 votes

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    1 comment  ·  Admin →
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  17. Auto Save Documents in MCP

    Please add auto-save feature. I have a clinician reporting that she has been "kicked out" of the log-in five times during the intake appointment this evening, having to start the document over each time. There seems to be a system error that is not maintaining her log-in, though that is a separate issue.

    14 votes

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    0 comments  ·  Notes  ·  Admin →
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  18. Bill for copay before posting insurance payment

    I would love to be able to send patient statements for copay/coinsurance/deductible amounts (not paid at time of service) before the insurance payment is posted.

    13 votes

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  19. Inactive Clients - Automatically return to Active List

    When saving an inactive client, the system should return to the main screen using the same process for adding a new client. When we are marking client's inactive, we do not need to see the inactive client list next, we need to get back to work.

    13 votes

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    1 comment  ·  Clients  ·  Admin →
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  20. 13 votes

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    1 comment  ·  General  ·  Admin →
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