My Clients Plus
254 results found
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Treatment Plan Tracker/Reminder & Progress Note Reminder
I would like a way to keep track of when treatment plans are due for clients and to receive a notification when the treatment plans are due (I currently keep track on paper but would like for everything to be in one place). I would also like for a checkmark or something to appear next to the client's name on the day they were seen that indicated that a progress note has been completed and finalized.
8 votes -
Add Column for Net Charges on Cash Posted by Date report.
Could you please include a new column in Cash Posted by Date Screen, found in the Payment Reconciliation section under the Reports Menu Item? I'm calling it NET Charges.
This could be calculated from existing data, (fields Billed Charges minus Ins Adjust, found in the ENTER A NEW ITEM screen in the Payments Received and Adjustments screen in the Daily Activities Menu.)
This could be the equivalent to the Ins. Company’s Allowable Amount / Approved Amount on their EOB.
Thanks, Joe8 votes -
Option to sort alphabetically by name on the Balances Due You screen, especially in the "due from client" section.
Option to sort alphabetically by name on the Balances Due You screen, especially in the "due from client" section. By clicking on the header, option to sort by session/bill date or by client name. Would like to be able to toggle back and forth between the two.
8 votes -
Post insurance overpayments to the charge line for later refunding.
I need to be able to post insurance overpayments to the charge line. Otherwise, how will I track these payments for refunding later?
8 votes -
Timeout screen
Have screen revert to login status when timeout is reached. As it stands, when timed out, client data is left in view and cancelling screen is tedious. Either I have to X-out and go to site again or click repeatedly to get it to go back to login.
8 votes -
It would be great to have a place to add a Preferred Name in the Client Setup
Sometimes a client will have a name that they preferred to be called by rather than their legal name.
8 votes -
Client Medication Field
Create a field under the client info tab where their current medications can be listed. It was also be amazingly helpful if the field could auto populate suggested medications if you started to type something in. I often don't know how to properly spell a medication, especially generics, and have to google it.
7 votes -
I would love to have a referral intake form.
I would love to have a referral form for new services, where a report could be ran to see the list of referrals, service referred, therapist, if intake forms have been completed, if a physician order has been received, and if insurance has been verified and authorization received.
7 votes -
7 votes
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Easy to read Statements
It would be great to simplify the statements so they are easier for us and the patients to read. They can be very confusing as they stand now and difficult to explain to patients.
7 votes -
Treatment Plan Goals
I would like Treatment Plan goals to carry over and integrate into a similar field on a session Progress Note
7 votes -
Filter Clients by Insurance Company report by active, inactive or all clients
Allow the Clients by Insurance Company report to be filtered by active clients, inactive clients, or all clients.
7 votes -
Ability to Copy Progress Note forward from one provider account to another
Practice would like to be able to copy a progress note forward from one account to another account in case a provider is ill and other providers are offering emergency care for that providers' client.
7 votes -
I would like to be able to download ALL reports. I
I need to report several different statistics on a monthly, quarterly and yearly basis. The info is in various places, so downloading the report from MCP would enable me to incorporate the outside info as well.
7 votes -
View Attachments Online
I upload attachments into my client's accounts, and would like to be able to view the attached files online.
7 votes -
Preferred pronouns/gender
We treat a number of transgender clients. It would be helpful to know how they prefer to be addressed when office staff other than the clinician need to communicate with them.
7 votes -
Increase font size - View Account Activity
The new UI that went into effect around Thanksgiving includes a much smaller, unreadable font size on the View Account Activity Screen. Please ensure that the font size on all screens does not create eye strain.
7 votes -
Indicator of how close to electronic billing plan limit you are
We would like to see a visual indicator that shows how much of our electronic billing plan that we've used. Two possible options might be that the claims box that shows how many claims you submitted shows the amount of claims that are allowed for your plan as well as the number of claims you've selected, or the box changes colors when you near your limit.
7 votes -
Practice Facts and Statistics by location
My practice has multiple locations and I would like to be able to look at the statistics separately
7 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.
6 votes
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