My Clients Plus
254 results found
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End the Time-Out Feature
The Time-Out feature requires a log in every time a new note needs to be added after a session. This is needlessly frustrating.
I enter my notes after each 50-min session but have to log back in each time. If I am seeing seven people in a row, I have to do this seven times that day.
Please find a way to enable us to turn off this feature temporarily when we have back to back clients and are entering notes after each session.
6 votes -
6 votes
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6 votes
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Voice dictation
I would like to be able to dictate my session notes.
6 votes -
I would like to be able to see task assigned and when those task are completed in the To Do List.
It would be helpful when using the to do list, to see list of items assigned, to whom they are assigned and when they are completed.
6 votes -
Smartphone compatible
I would like to be able to make changes to my notes from my smartphone. While I can see a note, I can not edit very effectively. Currently, the data boxes do not adjust the format so it is impossible for me to see what is written in the large text box when I am on my phone so I can not edit my notes from my phone. It would be nice if the boxes adjusted size for the phone.
6 votes -
to do list pop up
I occasionally put things on the to do list but forget about them and dont use it often enough to check regularly. It would help if it popped up to remind you
6 votes -
6 votes
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Allow for two responsible parties
When working with children of divorced parents, we need to be able to split the copay responsibility between two parties.
6 votes -
Reminders to do certain notes
I would like to get a reminder to complete an assessment, treatment plan or some other type of note after a certain number of sessions. A similar reminder for annual assessments and treatment plans would also be a nice feature.
6 votes -
Show local time zone instead of Pacific time zone on notes
When you sign and lock notes, they are time stamped with Pacific time zone times. Would like to set my local time zone instead to show on them.
6 votes -
Secondary Insurance electronic billing
We need to be able to bill secondary insurance for add-on codes.
6 votes -
split screens
It would be very helpful to be able to have split screens or some way to switch between tabs/screens when working, posting and comparing information between two tabs (i.e. ERAs and payments received, or patient statements and reports)
6 votes -
File Attachments
Please consider moving the buttons "Download" "Delete Selected" "Upload Files" "Add New Files" to the top of the page above the documents list, saving users from scrolling to the bottom of the file attachments page each time uploading a new document.
6 votes -
Print Client Statements - download as separate files for emailing
Would like to use Print Client Statements to download everyone's statements at the end of the month, but have it create separate files for each client when you download, so that they can be emailed to the client. Currently the only way to get separate files is by going to Account Activity by Client for each client, and that is time consuming.
6 votes -
Invoice for My Clients Plus Charges
It would be nice to have an invoice showing the charges for My Clients Plus and also the payments that have been made.
6 votes -
Supervising providers
I supervise unlicensed providers. It would be great if you had an option for accounts for supervisees that only see very few clients, that was more cost effective than the group rates.
6 votes -
Group account
We are a Recovery Center where multiple providers see the same client. We would like to have a "group" account, where all of the providers and clients can be in one account, and all notes written about the client (no matter who sees him), are in one account.
6 votes -
Is it possible to get a over 120 day listed on the invoices please. it appears that there is enough room. Thank you
Is it possible to get a over 120 day listed on the invoices please. it appears that there is enough room. Thank you!
6 votes -
Stats to Add- number of clients moved to inactive
Please add the statistic to practice stats page that describes the amount of clients changed to inactive within a certain time period. This information is significant to businesses that are trying to analyze their success.
6 votes
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