My Clients Plus
82 results found
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Option to print receipt for client payment before session is billed
Currently, we can not print a receipt until the session is billed. It would be very helpful to be able to print a receipt for a clients copay before the session is billed, so that the receipt can show what session it is being applied to.
4 votes -
Ability to delete write offs on a date of service instead of deleting the full service date/line
When a client has a balance due, and does not submit payment by the final statement we send, we write off the remaining amount as "bad debt". Sometimes, the client will pay months or even years later. It would be nice to be able to delete just the write off line, instead of deleting and re importing the full service line.
4 votes -
A way to edit or create an also-known-as name for health plans.
Would like a way to edit the name of the insurance company, or create an AKA name, so we can have an insurance company listed more than once identified by the specific plans they have (e.g.-medicare advantage plans, medicaid plans, commercial plans).
1 vote -
Client Session activity/reports available to therapists WITHOUT $ amounts
We would like for more features to be available where privileges can be set for therapists to see session details WITHOUT having them also see billed charges. When we get ready to do invoicing, we love being able to easily see which sessions are missing progress notes with the clipboard icon. There is currently no way for therapists to do this same overview without going into each and every session and checking every date on their notes.
Please! :)
1 vote -
Add Location to Invoice Clients and Insurance
With telehealth on the verge of becoming standard operating procedure at this moment, it might be a great time to consider adding the POS (location code) to the Invoice Clients and Insurance screen in MCP.
8 votes -
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 -
secondary billing
eliminate the need to verify payment posted date for primary insurance prior to being able to bill secondary insurance
9 votes -
Allow adjustment (write-off) upon entering session and payment for sliding scale clts.
When we first enter a session and payment, could there be a second window for write-off adjustment (e.g. for sliding scale Clts)? As it is I have to enter session, invoice, go to payments and adjustments, write-off, then print a $ statement for the Clt in order to send a $0 balance to the Clt for that session.
1 vote -
Allow clients to pay invoices online via link from provider's website
I would like for clients to be able to pay for specific invoices/statements online via a general "online billpay" page that can be linked to from my website, like these examples:
https://illinoisderm.edoctorlink.com/
https://billpay2.poscorp.com/patientpaymentservices/quickpay/Dermatology%20and%20AestheticsThe page/function in these examples appears to be powered by a third-party client services software similar to MCP/Jituzu, but is white-label branded with the provider's branding.
2 votes -
Need a way to post a denial where the balance is due from the patient that is NOT copay, coins, or ded!!
When posting an ERA, there needs to be an option to MOVE the balance to the patient liability bucket if the claim denies for something like, "Policy terminated", etc. Right now, all I can do is move the balance to the deductible bucket or copay bucket and then the balance is moved to patient liability. PLEASE make a bucket to move the denied claim to patient liability!
22 votes -
Block from billing future dates of service
Would like it if the system stopped claims that had dates that are in the future, so that they can't be billed until that date.
1 vote -
A view for Unposted Funds
I have to do quite a bit of work to find clients who have additional funds to post to new charges. I would like a view to only look at un-posted funds (currently red indicator)
4 votes -
Add section for entering payments in the Balances Due You screen
I think it would be beneficial to the billing process, to add a section for entering both Insurance and Client payment in the balances due you screen. This way it would aleviate loosing your place when going back and forth from one clinician or insurance company to another, when entering payments.
11 votes -
Customize Client Invoices
Ability to personalize to practice/providerclient invoices
12 votes -
Add Column for Net Charges on Cash Posted by Date report.
Could you please include a new column in Cash Posted by Date Screen, found in the Payment Reconciliation section under the Reports Menu Item? I'm calling it NET Charges.
This could be calculated from existing data, (fields Billed Charges minus Ins Adjust, found in the ENTER A NEW ITEM screen in the Payments Received and Adjustments screen in the Daily Activities Menu.)
This could be the equivalent to the Ins. Company’s Allowable Amount / Approved Amount on their EOB.
Thanks, Joe8 votes -
Ability to bill for DME
Would like to submit claims for DME through My Clients Plus.
1 vote -
Easy to read Statements
It would be great to simplify the statements so they are easier for us and the patients to read. They can be very confusing as they stand now and difficult to explain to patients.
7 votes -
Invoice by insurance company
I would love to be able to run an invoice for a group of clients that are within the same insurance company. We currently see patients through a home health agency so the invoice goes to the agency and not the individual client; therefore, several clients are on the invoice to the agency. We have the agencies listed as paper insurance companies so we could run the invoice for a specific company would be very helpful.
2 votes -
Option to sort alphabetically by name on the Balances Due You screen, especially in the "due from client" section.
Option to sort alphabetically by name on the Balances Due You screen, especially in the "due from client" section. By clicking on the header, option to sort by session/bill date or by client name. Would like to be able to toggle back and forth between the two.
8 votes -
Autofill out-of-network Insurance Claim Setup form using Client Setup entries
Setting up an out-of-network claim for a client is very clumsy. Under the current setup, I must open a second instance of MCP (log on in a new tab), find the Client Setup screen for the client, and then go back to the Insurance Claim Setup screen to copy data intol the fields. Please, autofill this form using the data already entered in the Client Setup screen.
4 votes
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