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My Clients Plus

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  1. Direct Contact Option

    Hello,
    My records show that I am subscribed to 50 or fewer claims monthly for $12.50/mo. My account shows a monthly fee of $29 + tax per month. Why is my credit card being charged $41.50/mo? I did not see a Contact email, so I am sending you this question via the Feedback forum. Please reply to me directly. Ph: 479-466-9609 or email me a good email address for sending this kind of communication.
    Thank you
    Donna M Van Kirk, EdD
    Psychologist

    1 vote

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    0 comments  ·  General  ·  Admin →
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  2. Separate Psychotherapy Notes

    I would like to have the ability to write separate psychotherapy notes that would be stored separately from the progress notes for each client. I have learned that Simple Practice offers this feature.

    1 vote

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    0 comments  ·  Notes  ·  Admin →
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  3. Client Status - addition of ARCHIVE option

    Within the Client Setup page the Client Status can be selected as either Active or Inactive. It would helpful to add a third status category, perhaps called "Archive". Clients could be moved to this category if they will not be seen again (e.g. single consult meeting, client moves, dies, etc.). This will de-clutter the Inactive status category, within which clients who are seen only periodically may be moved. In turn, this would declutter the Active status category so that only those attending regular, recurrent sessions will be kept. In sum, you'd have: Active = active clients, Inactive = periodic/infrequent clients,…

    1 vote

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    0 comments  ·  Clients  ·  Admin →
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  4. LLMSW/LMSW Signatures

    The system needs to allow notes to be signed as LLMSW when someone is an LLMSW and when they become an LMSW, allow them to sign as an LMSW. As of now, the system overrides all notes to read what is currently set in the system. HUGE problem!

    1 vote

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  5. Adding the Session Note Icon to Invoice Clients and Insurance Screen

    When migrating client sessions from Jituzu into MCP, any session note (not progress note) written in Jituzu is transferred along with it at that same time. Once in MCP, you can retrieve that session note by visiting Daily Activity >> Client Sessions and then choosing the date in question.
    If a session note was added in Jituzu to a specific session, MCP will display an icon that resembles a white clipboard (not to be confused with icon of the progress note clipboard) at that screen. By clicking the 'file folder' adjacent to the icon, you can review any corresponding session…

    1 vote

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  6. Adding Identifying Information to Automatic Emails from System

    In a group practice with multiple providers, if there is a problem with a payment method on file for an account, such as if a card has expired, when we get emails from the system alerting us to this, it is hard to distinguish which account is having the issue. Could we please add the account number to the emails we receive with the notification so we can more easily find the account with the problem and update it?

    1 vote

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  7. yoga

    We are a Yoga Therapist practice looking for a system such as yours to do for us what it does for PTs. Do you have plans to add that option or can I work with you to do so? We really need a tool to help manage our practice. We have thousands of students with this certification.

    1 vote

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  8. Additional Client info

    I made a suggestion a couple of years ago that I still would like to see implemented and both are related to the client setup:

    1) Quite often we need to put the subscriber's ss# in somewhere. It would be great if there was a field for this information.

    2) Dates of birth: It would also be great if the dob had "//" in the field and a uniform format, say mm/dd/yyyy. It would help with consistent data entry.

    Just saying.....again😍 like you guys don't have enough to do keeping up with government and insurance changes!!

    1 vote

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    0 comments  ·  Clients  ·  Admin →
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  9. Don't allow saving of notes on a future date.

    I accidentally saved several notes for December 2021 as the year changed, there should be a warning that I am able to save a note that is dated in the future.

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  10. please add captioning on this product...I would have joined but am deaf and cannot understand without CC..

    please add captioning on this product...I would have joined but am deaf and cannot understand without CC..it looks great from what little I could understand.....and more user friendly than other platforms.

    1 vote

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  11. Correct Total Number of Sessions show in Practice Stats

    I typically have clients that require an "add-on code" each session/day because they have more than one procedure during one visit. However, that is then counted as a separate session in the Practice Stats. I have to manually count how many patients I saw that day to confirm against my sign-in software. It would be great if the "Total Number of Sessions" under the Practice Stats would accurately reflect how many individuals were in my office on that day.

    1 vote

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  12. 1 vote

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  13. Close this account

    Close this account

    1 vote

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  14. Statements and Invoices - Detail needed

    when running invoices/statements due to current activity. Many times just the 'balance forward' information shows. I have to go in and individually re-create the statement/invoice, and confidential trash the one that printed from the daily activity. We need a way to chose how many months show on the daily billing runs when it is going to the client.

    1 vote

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  15. Need additional spots for DX codes

    With changes in insurance company requirements for chiropractic billing, I need to be able to add more than 4 diagnosis codes per visit. Can you please allow space for more? I know we are allowed up to 12 for auto accident case.

    1 vote

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  16. Please create an emergency access process

    WE are a group practice with therapist working through the weekend. My Clients Plus became inaccessible Thursday evening just after 7 pm and there is no one to contact to try to get it fixed. This is pretty much the last straw!!!!!!!!!!! Your system is steadily getting less and less reliable!!!!!

    1 vote

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  17. 1 vote

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  18. A way to edit or create an also-known-as name for health plans.

    Would like a way to edit the name of the insurance company, or create an AKA name, so we can have an insurance company listed more than once identified by the specific plans they have (e.g.-medicare advantage plans, medicaid plans, commercial plans).

    1 vote

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  19. Client Session activity/reports available to therapists WITHOUT $ amounts

    We would like for more features to be available where privileges can be set for therapists to see session details WITHOUT having them also see billed charges. When we get ready to do invoicing, we love being able to easily see which sessions are missing progress notes with the clipboard icon. There is currently no way for therapists to do this same overview without going into each and every session and checking every date on their notes.

    Please! :)

    1 vote

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  20. 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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