My Clients Plus
254 results found
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Short list of Payers default in Client Setup
When adding a new client to an account and choosing the primary insurance company, the system defaults to the long list, which includes ALL of the payers. Would like the system to default to the list of electronic payers that have been set up through Codes Setup/Insurance Companies so we can easily switch to "My Electronic Payers".
4 votes -
Add popups on 2.0 Home screen
When looking at the main screen, there are a few spots where a popup of information would be very helpful for productivity.
When hovering over the Provider info button, it would be nice to see Tax ID, NPI, and Office address for checking benefits quickly.
for Client Info; it would be nice to see their date of birth, address, and ID #, for the same purpose.Account activity; perhaps the total due and potentially a space to add copay to client setup and show that here.
4 votes -
Wiley Treatment Planner Note Addendum
When signing and locking a Wiley Treatment Planner, it would be nice to be able to add a Note Addendum for cases where you may later find a mistake was made and would like to update the planner.
4 votes -
Post Multiple Payments at once
I would like to be able to post multiple payments in an ERA at once.
4 votes -
ICD - 10 Integration
Is there a way like Office Ally has an ICD-10 menu that lists all the diagnosis which is both searchable and browsable.
Thank you
4 votes -
Wiley Treatment Planner
Would like Wiley Treatment Plan to be more printer friendly. No place for signatures, front page is unprofessional looking.
4 votes -
Session Tracking for secondary insurances
We would like to be able to track authorized sessions for secondary insurance. We know we can track authorized sessions for primary insurance, but secondary would be very helpful.
4 votes -
Summary Report by payer at the group level
A report that allows a group or provider to pull their accounts receivable by payer.
4 votes -
Balances Due You - delete multiple claims for out of network claims
Add ability to delete more than one out of network claims at a time from the Balances Due You report.
4 votes -
Good Faith Estimate template
A Good Faith Estimate letter template with all required information written in letter form, Client information and CPT code/Fee info pre populated, have room for any additional charges we may have, and all we have to do is complete their specific form of treatment anticipated, frequency of treatment, and calculate estimated cost.
3 votes -
Make it possible to reprint an electronic claim as a paper claim on a preprinted form.
I made a billing error and I have to manually fill in the red preprinted claim form for a client's secondary insurance Medicaid, because the primary insurance BCBS VT was billed electronically, and subsequently billed electronically to the secondary insurance, which was denied for not following their protocol for paper claims only when they are the secondary insurance. It would save a lot of time and be more legible if there was a way to reprint the claim on a preprinted form. VT Medicaid will not accept a printed form.
3 votes -
Note taking is inefficient
My notes consistently don't save. I copy and paste my notes in a Word Doc. just so I don't lose the work I've done. Why is this happening so regularly?
3 votes -
Attaching PDF to a specific note
I would really like to be able to attach a PDF to a session note. It is often helpful if clients have homework attached to a specific session or you do artwork in a session. Attaching a family tree / genealogy would also be great. I also handwrite my notes and would love to be able to scan and upload those.
3 votes -
Post payments to mulitple sessions without hitting save after each line item
In version 1 when posting a check/payment, you had the option of moving between client sessions easily and then chose to close and post at the end rather than have to click and activate a single date of service and close that, move to the next, etc - that was SO much faster and easier to post payments. I have suggested it before, but I am sure there are many of us who would love to go back to that!
3 votes -
Optional Message for Single Statements
Currently, you can only include an optional message when you run a batch of statements. We have therapists who occasionally request only one statement be sent (for example, when we are heading towards sending a balance to collections), and that option is not available. It would be helpful to be able to include a message about how to pay or add a warning message to a single statement.
3 votes -
have an emergency on call number so that your paying customers can get ahold of you when your on a four day weekend and your site crashes
have an emergency on call number so that your paying customers can get ahold of you when your on a four day
3 votes -
google
It needs to sync with Google calendar. Also, there is no code for the client portal, so how can I have prospective clients see my schedule in order to make an appointment?
3 votes -
Clients Report with Date of Birth
When generating a clients report, by showing their contact information, can you also please add their date of birth?
That would help a lot separating our child population from our adult population.
Thank you.3 votes -
3 votes
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Create Invoice with Preferred Name
Ability to create an invoice or standard statement using the client's preferred name. Currently, I have to go into client set-up, change the name, save, create and print invoice, then go back to client set-up, change the name and save. Tedious and likely to lead to an error.
3 votes
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