My Clients Plus
254 results found
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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 -
1 vote
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Do not require previewing when saving a psychotherapy note.
I'm not sure why previewing is suggested after saving a psychotherapy note. It makes me wonder if there is something wrong with the save function. I've stopped previewing, but I wonder if I'll be sorry. It would be best if the save function were reliable.
1 vote -
Invoicing
I would like to be able to scan before creating EOB in the invoicing clients and insurance screen. I particularly want to check for accuracy of GT (Video conference sessions). Can more billing modifyers be displayed?
1 vote -
Error in adding new client
I cannot add a new client today. I get an error message that prompts me to report it. Please advise.
1 vote -
Year end payment for clients, for their tax and flex-spending purposes
Patients / clients should be able to get a report that quickly and easily shows when their payments were posted. Not just to which sessions the payments were posted, but on what dates the payments were received and posted to their accounts.
Currently, if a payment is made on Jan 15 2019 for a Dec 10 2018 session, then year-end 2018 report generated in February 2019 will show that the Dec 10 2018 session was paid before Dec 31 2018. This is because the session happened before Dec 31 2018. The reporting system goes off the session date, not the…
1 vote -
I would like note and intake templates that are consistent with ACT sessions.
ACT has their own suggested templates for therapy notes and intakes and I would like to either be able to create my own template or have access to ACT consistent templates.
1 vote -
Restrict Access to information on landing page
We would like to restrict access to the Balances Due You dollar amount that is listed on the My Clients Plus landing page, so that our employees do not see it when they log into the account.
1 vote -
Out of Network Primary Insurance/In Network Secondary Insurance
Would like to be able to bill a Secondary Insurance Payer when the client has a Primary Insurance Payer that is out of network. Currently if the client is setup correctly with their Primary Insurance as out of network, there is not a way to trigger the Secondary Insurance to bill.
1 vote -
Note Indicator on Account Activity
Currently, when adding a note via the Account Activity screen there is no indication a note has been added unless you hover over the clipboard icon. It would be nice to be able to see some visual indicator that a note has been entered on the clipboard icon.
1 vote -
Resubmit out of network claims in MCP 2.0
Would like to be able to resubmit out of network claims in v2.0 of the software.
1 vote -
Initial Treatment Date carrying forward
Medicare requires the Initial Treatment Date to be on each claim. I enter the Initial Treatment Date into the first session and would like the date to carry forward into subsequent sessions.
1 vote -
Information in sessions carrying forward
When making a claim for a client who has had an auto accident, I mark "Auto Accident" as "Yes", and add the State in the initial session. I would like the information to carry forward into subsequent sessions.
1 vote -
Sorting Option for Print Client Statements
It would be helpful to be able to designate the print order for the "Print Client Statements" report, to sort by LName, FName, or balance due, rather than by Account Number, which is currently the default, and the only way to print the report.
0 votes
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