My Clients Plus
83 results found
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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 -
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 -
Secondary insurance payments
Please, please make a way to click on electronic EOBs to post secondary insurance.
25 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 -
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 -
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 -
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.
17 votes -
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 -
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 -
Customize Client Invoices
Ability to personalize to practice/providerclient invoices
12 votes -
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 -
Have the Billing Codes, Diagnostic Codes (and maybe even the Insurance companies) preloaded.
Have all the most up-to-date codes preloaded so that we only have to activate the codes in our list.
11 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 -
Allow us to add our logo to invoices
Allow us to add our logo to invoices
11 votes -
CMS Forms Preview prior to submission
We would like to be able to preview the CMS forms all filled out, prior to submitting claims, so that we can catch any potential errors.
11 votes -
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 -
Integrate with Quickbooks
Offer direct integration with other accounting software like quickbooks.
10 votes -
secondary billing
eliminate the need to verify payment posted date for primary insurance prior to being able to bill secondary insurance
9 votes -
Delete Patient Payment
Please create the ability to remove a patient payment from the account activity. Right now we have to delete the whole session and recreate. It would make so much sense to just have a scissor option for the patient payment.
8 votes -
Add Location to Invoice Clients and Insurance
With telehealth on the verge of becoming standard operating procedure at this moment, it might be a great time to consider adding the POS (location code) to the Invoice Clients and Insurance screen in MCP.
8 votes
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