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26 results found

1. Use of Back button in browser

   9 votes

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   0 comments  ·  My Clients Plus » General  ·  Delete…  ·  Admin →
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   Mary Kate Sheridan supported this idea  ·  Apr 23, 2019

2. Increase font size - View Account Activity

   7 votes

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   2 comments  ·  My Clients Plus » General  ·  Delete…  ·  Admin →
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   Mary Kate Sheridan supported this idea  ·  Apr 23, 2019

3. Timeout screen

   8 votes

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   0 comments  ·  My Clients Plus » General  ·  Delete…  ·  Admin →
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   Mary Kate Sheridan supported this idea  ·  Apr 23, 2019

4. Short list of Payers default in Client Setup

   4 votes

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   0 comments  ·  My Clients Plus » Clients  ·  Delete…  ·  Admin →
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   Mary Kate Sheridan supported this idea  ·  Apr 23, 2019

5. Warning pop-up to save new client information

   5 votes

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   0 comments  ·  My Clients Plus » Clients  ·  Delete…  ·  Admin →
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   Mary Kate Sheridan supported this idea  ·  Apr 23, 2019

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

   7 votes

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   0 comments  ·  My Clients Plus » Billing & Payments  ·  Delete…  ·  Admin →
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   Mary Kate Sheridan supported this idea  ·  Apr 23, 2019

7. CMS Forms Preview prior to submission

   11 votes

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   0 comments  ·  My Clients Plus » Billing & Payments  ·  Delete…  ·  Admin →
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   Mary Kate Sheridan supported this idea  ·  Apr 23, 2019

8. Filter Clients by Insurance Company report by active, inactive or all clients

   7 votes

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   2 comments  ·  My Clients Plus » Reporting  ·  Delete…  ·  Admin →
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   Mary Kate Sheridan commented  ·  Feb 5, 2019  ·  Edit…  ·  Delete…

   We're only interested in which Active clients have a certain insurance, but the report shows both. The option to show Active, Inactive, or both would be very helpful, or at least some sort of indicator on the report to differentiate between active and inactive.

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   Mary Kate Sheridan supported this idea  ·  Feb 5, 2019

9. Add popups on 2.0 Home screen

   4 votes

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   0 comments  ·  My Clients Plus » General  ·  Delete…  ·  Admin →
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   Mary Kate Sheridan supported this idea  ·  Feb 5, 2019

10. Supervising providers

    6 votes

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    1 comment  ·  My Clients Plus » General  ·  Delete…  ·  Admin →
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    Mary Kate Sheridan supported this idea  ·  Feb 5, 2019

11. Mark payment on account, not for session

    16 votes

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    0 comments  ·  My Clients Plus » Billing & Payments  ·  Delete…  ·  Admin →
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    Mary Kate Sheridan supported this idea  ·  Feb 5, 2019

12. Invoice for My Clients Plus Charges

    6 votes

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    0 comments  ·  My Clients Plus » General  ·  Delete…  ·  Admin →
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    Mary Kate Sheridan supported this idea  ·  Feb 5, 2019

13. Inactive Clients - Automatically return to Active List

    13 votes

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    1 comment  ·  My Clients Plus » Clients  ·  Delete…  ·  Admin →
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    Mary Kate Sheridan supported this idea  ·  Feb 5, 2019

14. Client Statements

    26 votes

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    0 comments  ·  My Clients Plus » Billing & Payments  ·  Delete…  ·  Admin →
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    Mary Kate Sheridan supported this idea  ·  Dec 28, 2018

15. Freeze heading in Account Activity

    9 votes

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    0 comments  ·  My Clients Plus » Reporting  ·  Delete…  ·  Admin →
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    Mary Kate Sheridan supported this idea  ·  Dec 27, 2018

16. Preferred pronouns/gender

    7 votes

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    2 comments  ·  My Clients Plus » Clients  ·  Delete…  ·  Admin →
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    Mary Kate Sheridan shared this idea  ·  Dec 3, 2018

17. Stats to Add- number of clients moved to inactive

    6 votes

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    0 comments  ·  My Clients Plus » Reporting  ·  Delete…  ·  Admin →
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    Mary Kate Sheridan supported this idea  ·  Nov 30, 2018

18. View Multiple Screens Simultaneously

    24 votes

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    2 comments  ·  My Clients Plus » General  ·  Delete…  ·  Admin →
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    Mary Kate Sheridan supported this idea  ·  Nov 30, 2018

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

    101 votes

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    12 comments  ·  My Clients Plus » Billing & Payments  ·  Delete…  ·  Admin →
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    Mary Kate Sheridan supported this idea  ·  Nov 30, 2018

20. Secondary insurance payments

    25 votes

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    0 comments  ·  My Clients Plus » Billing & Payments  ·  Delete…  ·  Admin →
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    Mary Kate Sheridan supported this idea  ·  Nov 30, 2018