My Clients Plus 3.0
- Get Started Onboarding & Training
- Organization Settings Set Organization Wide Settings
- Staff Tab Add & Manage Staff
- Schedule Schedule & Manage Appointments with the Calendar & Agenda
- My Tasks Set & manage occurrence schedules for your tasks
- Clients Tab Add & Manage Clients
- Dynamic Forms Build Client, Case, & Organization Forms
- Cases & Notes Workflows and process for completing client intake from creating a case, adding the initial assessment (diagnosis) an...
- 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
- Reports Run & Analyze My Clients Plus Reports