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My Clients Plus

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  1. 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

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  2. Smartphone compatible

    I would like to be able to make changes to my notes from my smartphone. While I can see a note, I can not edit very effectively. Currently, the data boxes do not adjust the format so it is impossible for me to see what is written in the large text box when I am on my phone so I can not edit my notes from my phone. It would be nice if the boxes adjusted size for the phone.

    5 votes

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    0 comments  ·  Notes  ·  Admin →
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  3. Sessions timing out feature

    I use TherapyNotes at a clinic I work at part time. (I use MC+ in my private practice.) TherapyNotes has a nice feature when the program times out due to inactivity. When I return to a progress note, for example, after an interruption and timing out, a window pops up and asks for my password when I move the cursor. After that, I am returned to the exact place in the note, or whatever I was doing in the program, where I was when it timed out. On MC+ a timing out requires reentering my user name and password. Then…

    2 votes

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    0 comments  ·  General  ·  Admin →
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  4. 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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  5. 1 vote

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    1 comment  ·  Notes  ·  Admin →
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  6. Payment forms

    I am excited to see that we now have the ability to print receipts from card payments. However, it would be great to be able to enter a client's cash/check payment for recording purposes as well in order for them to get a printed receipt. Currently, we have to write out paper receipts for cash and check payments.

    5 votes

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  7. 1 vote

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    0 comments  ·  Notes  ·  Admin →
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  8. Contact Clients

    I would love a way to securely email clients through this platform so that the communication would automatically become part of their medical record... It would be great to be able to send them surveys and other questionnaires concerning their treatment as well.

    5 votes

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    0 comments  ·  Clients  ·  Admin →
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  9. Report for Insurance Reimbursements

    I would love a report that shows insurance ALLOWED AMOUNTS, not just cash applied amounts, run by insurance company, sortable by CPT code, so that we can track whether or not we are being reimbursed at correct contracted rates.

    5 votes

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  10. Be able to make changes or updates to posted payments

    I want to be able to make changes or updates to posted payments when payers reprocess claims.

    101 votes

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  11. Client List ... "Report Format options" ...Include "last Session Date."

    When developing a list of client folders to move from active to inactive status, it could be helpful to have a client list which included each clients' last session date. This could be done in "Client Reports" ... "Client List" ... "Report Format Options", add option "Last Session Date." which could generate a list of names followed by the date of their last session.

    Maybe there is a way to do this already which I have not found. (?)

    4 votes

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    1 comment  ·  Clients  ·  Admin →
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  12. 3 votes

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    0 comments  ·  Clients  ·  Admin →
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  13. Filter Clients by Insurance Company report by active, inactive or all clients

    Allow the Clients by Insurance Company report to be filtered by active clients, inactive clients, or all clients.

    7 votes

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  14. 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

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    0 comments  ·  General  ·  Admin →
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  15. 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

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    0 comments  ·  Clients  ·  Admin →
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  16. I would like to be able to fax a note from MCP.

    Seems like the only way to fax a note is to print it out and then fax it which is a waste of paper.

    4 votes

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  17. Allow for two responsible parties

    When working with children of divorced parents, we need to be able to split the copay responsibility between two parties.

    6 votes

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  18. Copy duplicate billing codes

    When adding a new provider account, we want to copy all of the billing codes from an existing account to the new account. Some of the billing codes are duplicated because they are for different payers. Please allow us to copy duplicate codes.

    2 votes

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  19. Treatment Plan Goals

    I would like Treatment Plan goals to carry over and integrate into a similar field on a session Progress Note

    7 votes

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    0 comments  ·  Notes  ·  Admin →
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  20. MIPS reporting

    It would be great if MCP began integrating MIPS reporting at Therapy Notes is doing. Without this feature, Medicare providers must do a lot of extra record keeping and work to do the reporting.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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