My Clients Plus
254 results found
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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 -
Great Idea Wouldn't it be great customer service if you allowed us to call someone on a phone to fix a problem and not redirect us?
Stop wasting my time reading this information when I just need to correct something with a phone call with a human.
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 -
voice to text option
Incorporating or allowing the use of a 3rd party software for voice to text on entering progress note information and treatment plans. The use of a Dragon-type software eliminates the need for duplicating hand written notes by typing them in after session. Read from notes into text - Boom!
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 -
Write in notes on an IPAD
Would like to use a stylus to write on a note with IPAD and then Upload that into the Client's File
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 -
Reports for finacial,
Have columns for client, billed, insurance paid, insurance allowed, client paid. date of session. This would help having everything in one report across. Have the option per a client or per an insurance company. the report you currently have has some of this but the same session is in 2 different places on same report based on insurance or client paid. It all needs to be in the same line item to be able to get an easy clear picture of what is going on.
3 votes -
When Send Invoice is other party, should defult to the address and phone numbers entered. For children would just change parent name,.
Why not default the Send Invoice to Other Party with same names and address already, then just change what is different. For those of us who see children in adolescent, other party is parent. Only the name is different, address and phone numbers are the same. If it is a complete different party, easy to change, but > 95% of the time for a child therapist/psychologist it will be the parent as the other party. Seems silly to have to enter all that information twice. Had this in previous billing program for past 20 years, can't be hard to do.
3 votes
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