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My Clients Plus 3.0 Knowledge Base
Categories
- Get Started (My Clients Plus 3.0) Onboarding & Training
- What's New? (My Clients Plus 3.0) Announcements & Release Notes
- Org Settings (My Clients Plus 3.0) Set Organization Wide Settings
- Staff Tab (My Clients Plus 3.0) Add & Manage Staff
- Schedule (My Clients Plus 3.0) Schedule & Manage Appointments with the Calendar & Agenda
- Clients Tab (My Clients Plus 3.0) Add & Manage Clients
- Cases & Notes (My Clients Plus 3.0) Workflows and process for completing client intake from creating a case, adding the initial assessment (diagnosis) an...
- Client Billing (My Clients Plus 3.0) Invoice & Bill using Client Ledger
- Bill to Insurance (My Clients Plus 3.0) Billing to Insurance with My Clients Plus Claims