Welcome to the My Clients Plus family!
We're excited that you've chosen to partner with us to optimize and streamline your daily work. As you get your My Clients Plus up and running, we recommend following our 3 Phase approach. Phase 1 and 2 will be completed by your Organization Administrator as they will have the proper permissions to complete these tasks. Phase 3 is for everyone who will be using My Clients Plus . Here you will learn about major features and functions in My Clients Plus and how to best utilize My Clients Plus in your daily routine.
Click here to download a PDF checklist version of this onboarding.
As an My Clients Plus Organization Administrator, this should be your first step. Here you will setup all of your Organization wide settings. Typically these settings will apply to all aspects of My Clients Plus for you and your Staff, as well as Organization documentation.
My Clients Plus Organization Setup
- Organization Settings - Establish your Organization wide My Clients Plus Settings. Setup your Organization Profile, Service Types, Locations, etc.
- Additional Organization Settings - Learn how to export data, and view Staff Activity Log.
- Manage My Clients Plus Add-On Subscriptions & Services - Subscribe and setup things like Appointment Reminders, Claims Service, Telehealth, Managed Billing, and Client Portal.
My Clients Plus Staff Setup
My Clients Plus Client Setup
There are two different ways to setup your Clients in My Clients Plus . You can manually add each Client, or you can import Client data.
Billing Setup is next! In order to set your Organization up for Billing, you must have Organization Administrator permissions. This is a crucial step in your My Clients Plus setup, so take your time to work through this section. Setting Billing up well on the front end eliminates many headaches further down the line.
Client Billing
- Add Service Types
- Set up Credit Card Processing (Optional)
Insurance Setup
- Change Healthcare Clearinghouse - Start here! This will give you an overview of the CHC Enrollment process.
- Add Insurance Payers
Now that you have your Organization wide Settings Setup, it's time to learn about some of the main features My Clients Plus and how they work to streamline your daily workflow!
Start Here!
- My Clients Plus Triangle - Learn how the 3 main My Clients Plus features work together to create an efficient Client workflow.
Agenda, Calendar and Appointments
- Optimize your Calendar & Agenda
- Schedule an Appointment - Learn how to schedule Client Appointments, Recurring Appointments, or Telehealth Appointments.
Notes
- Case & Notes Overview
- Create Notes - Sign a Note, Edit a Note
- Add a Diagnosis
- Add a Treatment Plan
- Supervise & Review Notes
Client Billing
- Client Billing and Insurance Info is added from the Bill To & Insurance Info Tab in the Client Details.
- Create a Client Invoice
- Accept a Client Payment or an Insurance Payment
- Accept Credit Card Payments in My Clients Plus (if you are subscribed)
Client Portal
- Client Portal Overview - The Client Portal is a robust add-on feature that you can utilize to streamline communicating and working with your Client.
- Understand Client Portal from the Client Perspective
Telehealth
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- Learn all about the Telehealth Workflow, from scheduling Appointments to launching and running Telehealth Sessions.
- Understand Telehealth from the Client Perspective