My Clients Plus
254 results found
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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 -
3 votes
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Allow Quicken downloads
As a small business automation is crucial and being able to use Quicken would save me a lot of time on such a tedious task. Any chance that this could be added?
3 votes -
distinguish between father and son
I would like to be able to easily distinguish between father or son. ie: an option on the new client screen to choose a suffix.
3 votes -
Blank Template Stored Preferences
I would like to have single spaced progress notes and would like to use the general note that is fully blank (I add my own stuff).
3 votes -
Browser session and logging out issue
When the login times out, I cant easily get back to the login screen. Refreshing gives an error anytime. Logging out gives an error. I have to clear the URL and enter in address again to get back to the login screen. A pain.
Error: Your login was not successful, please try again. Make sure your Caps Lock button is not enabled.
3 votes -
Option for client to sign before provider signs and locks note
Well our goal is to have parents indicate that the patient was seen and verify that therapy was completed. We see small children and there are times that we cannot complete the session note before the patient leaves and we would like the parent to be able to sign that they attended the session.
3 votes -
Sort by name when invoicing
In the "Invoice Clients & Insurance" tab, it would be great to be able to sort the list of clients by name instead of the date. It would allow us to be sure we have included all sessions for a super-bill.
3 votes -
Inactive open clients
I would like to be able to generate a report for open clients w/o activity for the past 30 days.
3 votes -
Add a column for modifiers
When looking at a particular day under Client Sessions, please add a column for at least one modifier. Several of my patients are billed for two CPTs per day. However, I can't be sure I added the -59 modifier unless I actually open up each session and double check. Being able to see at least one modifier when looking at every appointment for the day under Client Sessions would be very helpful and convenient.
3 votes -
Print client statements across disciplines
We have clients who receive OT and Speech Therapy -- with two different provider accounts in MCP. We would like to be able to view and generate reports on overall client activity across providers, both to be able to send client statements showing both disciplines and also for tracking session for clients whose insurance limits include combined OT/ST/PT sessions. Thanks!
3 votes -
tag and reports
I have 44 MCP accounts and would like to use the tags and report features. However the exising reports do not pull all of the tags and therefore the reports are not accurate. Please fix this feature. I would also like to run a Client List report that pulls from all of the 44 accounts.
3 votes -
Have a graph of how many sessions I have per month for comparison with a previous year.
For the purpose of planning vacations or CEUs it would be great to look at previous years sessions per month.
3 votes -
10 key support
You are replacing Excel or any number of systems for accounting, add support for 10 key. Enter needs to submit text boxes. Touch cannot replace 10 key entry when dealing with serious data entry.
3 votes -
Ability to 'sign' the note with the clinicians' signatures
We need the ability to "sign" the notes with the clinicians' signatures. The agencies we contract with ask us for this each and every month.
3 votes -
Client Statements - Add office locations
Would like to add office location on the client statement and superbill for out of network clients.
3 votes -
Invoicing
I would like to be able to send client statements/invoice that they can pay without going through the client portal. There was another software that allowed me to email the invoices and clients could pay conveniently.
Secondly, is there a way to add-on copayment amounts when entering insurance info so that clients could pay through the client portal. Otherwise I would have to manually do it or wait til the insurance claims processes which could take weeks.
3 votes -
Modifier added with Add on Code
When I add an Add on Code to a session, I would like to be able to add a modifier.
3 votes -
15 clicks for me to begin entering a note
15-20 clicks and mouse movements before I can start entering a note. It should be 3 or 4.
2 votes
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