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My Clients Plus

82 results found

  1. CMS Forms Preview prior to submission

    We would like to be able to preview the CMS forms all filled out, prior to submitting claims, so that we can catch any potential errors.

    11 votes

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  2. Notes beside billable sessions

    In Balances Due to You, you can click the little clipboard and add notes about payments. I use this all the time to track payments, especially client payments. I write in there things like "Put note on schedule to collect at next session". I would love a little clipboard note option next to the clients' sessions in Invoice Clients and Insurance so I can add notes about sessions that I am waiting to bill on. Would help me keep even more track of things. Thank you for your consideration!

    5 votes

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  3. Integrate with Quickbooks

    Offer direct integration with other accounting software like quickbooks.

    10 votes

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  4. Add the Facility Address to Insurance Superbills

    Currently, the Insurance Superbill has the Billing Address on it. We would also like the Office Address on the Insurance Superbill.

    1 vote

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  5. Invoicing

    I would like to be able to scan before creating EOB in the invoicing clients and insurance screen. I particularly want to check for accuracy of GT (Video conference sessions). Can more billing modifyers be displayed?

    1 vote

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  6. Is it possible to get a over 120 day listed on the invoices please. it appears that there is enough room. Thank you

    Is it possible to get a over 120 day listed on the invoices please. it appears that there is enough room. Thank you!

    6 votes

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  7. Notification that a client credit card has already been charged in the session.

    When I am making a client session, I often get interrupted and then have to return later to finish it. I would like to see a notification on the session screen if the credit card has already been charged.

    11 votes

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  8. Enter Client write-off in the session

    We would like to enter the amount of the client write-off in the client session, rather than later on.

    12 votes

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  9. Indicator of how close to electronic billing plan limit you are

    We would like to see a visual indicator that shows how much of our electronic billing plan that we've used. Two possible options might be that the claims box that shows how many claims you submitted shows the amount of claims that are allowed for your plan as well as the number of claims you've selected, or the box changes colors when you near your limit.

    7 votes

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  10. Post Multiple Payments at once

    I would like to be able to post multiple payments in an ERA at once.

    4 votes

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  11. I want my insurance bills sent to my home address, but I want my client statements to have my office address on there.

    Currently there is no easy way for my insurance bills to be sent to a different address then the address I want on my client statements. I want my insurance bills sent to my home address, but I want my client statements to have my office address on there. I would like a feature that would easily allow that. Thank you.

    6 votes

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  12. 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

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  13. Please add columns for Units and Bill Code Modifiers to Invoice Clients and Insurance summary screen

    We have to use units in our billing and it would be helpful to see the units and modifiers on the Invoice Clients and Insurance screen to verify we have entered the correct information before invoicing the claims to insurance.

    6 votes

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  14. 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

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  15. We would like the Client Sessions page to reflect the order of the appts like we see in Jituzu instead of alphabetically.

    We would like the Client Sessions page to reflect the order of the appts like we see in Jituzu instead of alphabetically.

    2 votes

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  16. Restrict Access to information on landing page

    We would like to restrict access to the Balances Due You dollar amount that is listed on the My Clients Plus landing page, so that our employees do not see it when they log into the account.

    1 vote

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  17. Out of Network Primary Insurance/In Network Secondary Insurance

    Would like to be able to bill a Secondary Insurance Payer when the client has a Primary Insurance Payer that is out of network. Currently if the client is setup correctly with their Primary Insurance as out of network, there is not a way to trigger the Secondary Insurance to bill.

    1 vote

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  18. 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

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  19. 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

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  20. Resubmit out of network claims in MCP 2.0

    Would like to be able to resubmit out of network claims in v2.0 of the software.

    1 vote

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