Highlights : About My Clients Plus
Practice Management
Billing & Invoicing
Reporting and Analytics
Therapy Notes
Product Details
Features
Practice Management
Go paperless by uploading files directly to client records. Stay organized by electronically attaching intake forms and insurance cards to client files. Digitized client health records allow session comments and collection notes to be directly entered into client records.
Billing and Invoicing
Electronically bill primary and secondary insurances. Bill Out-of-network clients on their behalf. Easily check electronic claim status right in the application. Automatic electronic remittance advice (ERA).
Therapy Notes
Notes library continuously updated as new requirements, treatments, and specialties arise. Access to extensive notes library with 200+ therapy note templates with SOAP and DAP formats. Electronic Signatures with a visible signature to lock client notes from editing. And client signatures.
Reporting and Analytics
Summarize client financial and session information by date range. Filter practice statistics by metrics that matter to you.
To-Do List
Create and manage your own To-Do list. To Do list is easily accessible from every page.
Client Portal
Text or voice appointment reminders with automatic calendar updates. Allows clients to complete clinical intake forms online and enter demographic information.
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