My Clients Plus 3.0
Categories
- Get Started Onboarding & Training
- Organization Settings Set Organization Wide Settings
- Staff Tab Add & Manage Staff
- Agenda & Calendar Tabs Schedule & Manage Tabs
- Clients Tab Add & Manage Clients
- Notes All Things Notes & Cases
- Client Billing Invoice & Bill using Client Ledger
- Connect to a Clearinghouse Connect to a Apex for new My Clients Plus Customers.
- Bill to Insurance Billing to Insurance with My Clients Plus Claims
- Telehealth Schedule & Manage Telehealth Appointments
- Client Portal Client Portal Setup & Use
- Dynamic Forms Build Client, Case, & Organization Forms
- Reports Run & Analyze My Clients Plus Reports