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How can we improve My Clients Plus?

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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.

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deckman shared this idea  ·   ·  Report…  ·  Admin →
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  • deckman commented  ·   ·  Report

    A referral intake would be great! We desperately need this in our practice .

My Clients Plus: Reporting

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