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My Clients Plus

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  1. 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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  2. Wiley Treatment Planner

    Would like Wiley Treatment Plan to be more printer friendly. No place for signatures, front page is unprofessional looking.

    4 votes

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    0 comments  ·  Notes  ·  Admin →
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  3. I would like note and intake templates that are consistent with ACT sessions.

    ACT has their own suggested templates for therapy notes and intakes and I would like to either be able to create my own template or have access to ACT consistent templates.

    1 vote

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  4. 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

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  5. 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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  6. 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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  7. Note Indicator on Account Activity

    Currently, when adding a note via the Account Activity screen there is no indication a note has been added unless you hover over the clipboard icon. It would be nice to be able to see some visual indicator that a note has been entered on the clipboard icon.

    1 vote

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    0 comments  ·  General  ·  Admin →
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  8. 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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  9. 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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  10. 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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  11. school

    On the intake forms, please add a fill-in field for school and current grade level.

    2 votes

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    0 comments  ·  Notes  ·  Admin →
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  12. Sorting Option for Print Client Statements

    It would be helpful to be able to designate the print order for the "Print Client Statements" report, to sort by LName, FName, or balance due, rather than by Account Number, which is currently the default, and the only way to print the report.

    0 votes

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    0 comments  ·  Reporting  ·  Admin →
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  13. Initial Treatment Date carrying forward

    Medicare requires the Initial Treatment Date to be on each claim. I enter the Initial Treatment Date into the first session and would like the date to carry forward into subsequent sessions.

    1 vote

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  14. Information in sessions carrying forward

    When making a claim for a client who has had an auto accident, I mark "Auto Accident" as "Yes", and add the State in the initial session. I would like the information to carry forward into subsequent sessions.

    1 vote

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