Clients Tab

Client Setup

• Prospective Clients
• Add a New Client
• Add or Edit Client Details
• Set Client Preferred Name
• Generate or Edit Client ID Number
• Change the Intake Date for Client

Manage Client

• Log Client Medication
• Upload General Documents
• Add a Client Note/Memo

Manage Client Groups

• Create a Group
• Add & Edit Group Members
• Add a Group Case
• Schedule Group Appointments
• Apply Progress Note to Entire Group
• Add Group Attendance Notes, Group Progress Notes & Wiley Progress Group Notes

See all 8 articles

Contact Network

• Client Contact Network Overview
• Enable Client Contact Network
• Add Contact to a Client's Contact Network
• Edit or Delete Client Contact
• Allow a Contact Access to the Client Portal
• Change Contact Client Portal Access

Manage Client Billing & Insurance Information

• Add Insurance to Client Profile
• Set Default Rendering Provider for Client
• Add a Client Billing Note
• Edit Insurance Type for Active Insurance Plans
• Set a Reauthorization Reminder
• Insurance Information Verified By is Wrong

See all 7 articles

Import/Export Client Information

• Import Clients into My Clients Plus
• Export a List of Clients' Email Addresses
• Export List of Clients' Birthdays
• Export Client List or Data

Client Filters or Views

• Features & Functions of Client List
• Find Clients with a Client and/or Insurance Balance Due
• View Clients by Assigned Staff
• View Clients with No Upcoming Appointments
• View Clients by Insurer or Payer
• How Many Clients Do I Have?

Archive or Delete Client

• Archive & Unarchive Clients
• Archive Multiple Clients at Once
• Delete a Client
• Message: "WARNING: You have exceeded the maximum allowed client deletions..."