My Clients Plus
254 results found
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Group therapy notes
Would like a feature for GROUP therapy progress notes where you can easily generate several notes for the members of a single group session.
13 votes -
Customize Client Invoices
Ability to personalize to practice/providerclient invoices
12 votes -
Check Client Benefits - Eligibility
Add way to check client benefits/eligibility and details in the MCP system
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 -
Drop down menus
Would like to see drop down menus in the template forms for symptoms, interventions, etc. that way all options are not written in the actual note. Instead only the options that are chosen from the drop down menu would appear in the note.
10 votes -
Integrate with Quickbooks
Offer direct integration with other accounting software like quickbooks.
10 votes -
Access client setup screen while in session note
It would be really great if we could have a "client info/setup" link we could open when doing session notes. Let me give you an example. Let's say I'm writing a session note and I want to jump back into the client info/setup screen for some reason..maybe to grab some info I wrote done in the little notes section of the client setup screen.. or maybe I need to pull up their intake file I've uploaded or any other document I've uploaded. Currently, I have to save the session note I'm working in, go out of the sessions notes area…
9 votes -
secondary billing
eliminate the need to verify payment posted date for primary insurance prior to being able to bill secondary insurance
9 votes -
Copy Clients - Include Progress Notes and Attachments
When copying clients from one provider to another, allow progress notes and attachments to be copied also.
9 votes -
Use of Back button in browser
It would be nice to be able to use the back button in MCP.
9 votes -
Freeze heading in Account Activity
Would like for the column headings, such as date, codes, payments, etc, in Account Activity by Client to freeze at the top of the page, so that when you scroll through the activity in an account with a lot of activity, you can always see the headings.
9 votes -
Download Practice Facts & Statistics report
I would like to be able to download a CSV file of the data from the Practice Facts & Statistics report.
9 votes -
Create own templates
I really would like to see the clinician's being able to create our own templates instead of just using the wylie txplan and note templates
8 votes -
8 votes
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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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