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32 results found

1. Download Practice Facts & Statistics report

   9 votes

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   0 comments  ·  My Clients Plus » Reporting  ·  Delete…  ·  Admin →
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   Margaret Betts supported this idea  ·  Mar 10, 2022

2. Freeze heading in Account Activity

   9 votes

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   0 comments  ·  My Clients Plus » Reporting  ·  Delete…  ·  Admin →
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   Margaret Betts supported this idea  ·  Mar 10, 2022

3. Show the date and amount of client payments on the statements.

   4 votes

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   1 comment  ·  My Clients Plus » Reporting  ·  Delete…  ·  Admin →
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   Margaret Betts supported this idea  ·  Mar 10, 2022

4. Post insurance overpayments to the charge line for later refunding.

   8 votes

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   0 comments  ·  My Clients Plus » Billing & Payments  ·  Delete…  ·  Admin →
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   Margaret Betts supported this idea  ·  Mar 10, 2022

5. Add Column for Net Charges on Cash Posted by Date report.

   8 votes

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   1 comment  ·  My Clients Plus » Billing & Payments  ·  Delete…  ·  Admin →
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   Margaret Betts supported this idea  ·  Mar 10, 2022

6. A view for Unposted Funds

   4 votes

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   0 comments  ·  My Clients Plus » Billing & Payments  ·  Delete…  ·  Admin →
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   Margaret Betts supported this idea  ·  Mar 10, 2022

7. View Attachments Online

   7 votes

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   1 comment  ·  My Clients Plus » Clients  ·  Delete…  ·  Admin →
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   Margaret Betts supported this idea  ·  Mar 10, 2022

8. Number formatting

   5 votes

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   0 comments  ·  My Clients Plus » Clients  ·  Delete…  ·  Admin →
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   Margaret Betts supported this idea  ·  Mar 10, 2022

9. It would help to get a notification when a client goes from active to inactive. It would be a reminder to check their balance and send out

   3 votes

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   0 comments  ·  My Clients Plus » Clients  ·  Delete…  ·  Admin →
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   Margaret Betts supported this idea  ·  Mar 10, 2022

10. please enable several windows to be opened on a computer so we can cut and paste an ICN number or otherwise easily go back and forth.

    2 votes

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    0 comments  ·  My Clients Plus » General  ·  Delete…  ·  Admin →
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    Margaret Betts supported this idea  ·  Mar 10, 2022

11. Increase font size - View Account Activity

    7 votes

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    2 comments  ·  My Clients Plus » General  ·  Delete…  ·  Admin →
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    Margaret Betts supported this idea  ·  Mar 10, 2022

12. Ability to Fax or email from within the program

    13 votes

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    1 comment  ·  My Clients Plus » General  ·  Delete…  ·  Admin →
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    Margaret Betts supported this idea  ·  Mar 10, 2022

13. Use of Back button in browser

    9 votes

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    0 comments  ·  My Clients Plus » General  ·  Delete…  ·  Admin →
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    Margaret Betts supported this idea  ·  Mar 10, 2022

14. Allow providers to request a system password reset when they forget their password

    4 votes

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    0 comments  ·  My Clients Plus » General  ·  Delete…  ·  Admin →
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    Margaret Betts supported this idea  ·  Mar 10, 2022

15. View Multiple Screens Simultaneously

    24 votes

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    2 comments  ·  My Clients Plus » General  ·  Delete…  ·  Admin →
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    Margaret Betts supported this idea  ·  Mar 10, 2022

16. I would like to be able to open my account from two different devices at the same time.

    3 votes

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    0 comments  ·  My Clients Plus » General  ·  Delete…  ·  Admin →
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    Margaret Betts supported this idea  ·  Mar 10, 2022

17. Show local time zone instead of Pacific time zone on notes

    6 votes

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    0 comments  ·  My Clients Plus » Notes  ·  Delete…  ·  Admin →
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    Margaret Betts supported this idea  ·  Mar 10, 2022

18. Can we get a Consent for Treatment added to the Template Libruary

    5 votes

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    0 comments  ·  My Clients Plus » Notes  ·  Delete…  ·  Admin →
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    Margaret Betts supported this idea  ·  Mar 10, 2022

19. 10 key support

    3 votes

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    0 comments  ·  My Clients Plus » Practice Management & Administration  ·  Delete…  ·  Admin →
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    Margaret Betts supported this idea  ·  Mar 10, 2022

20. View Account Activity screen- GO button

    2 votes

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    0 comments  ·  My Clients Plus » Billing & Payments  ·  Delete…  ·  Admin →
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    Margaret Betts shared this idea  ·  Mar 9, 2022