Client Setup (My Clients Plus 3.0)
- View Clients with Authorized Cards on File (My Clients Plus 3.0)
- Prospective Clients (My Clients Plus 3.0)
- Add a New Client (My Clients Plus 3.0)
- Add or Edit Client Details (My Clients Plus 3.0)
- Set Client Preferred Name (My Clients Plus 3.0)
- Generate or Edit Client ID Number (My Clients Plus 3.0)
Manage Client (My Clients Plus 3.0)
- Log Client Medication (My Clients Plus 3.0)
- Upload General Documents (My Clients Plus 3.0)
- Add a Client Note/Memo (My Clients Plus 3.0)
- Import Clients into My Clients Plus (My Clients Plus 3.0)
- Export a List of Clients' Email Addresses (My Clients Plus 3.0)
- Export List of Clients' Birthdays (My Clients Plus 3.0)
Manage Client Groups (My Clients Plus 3.0)
- Create a Group (My Clients Plus 3.0)
- Add & Edit Group Members (My Clients Plus 3.0)
- Add a Group Case (My Clients Plus 3.0)
- Schedule Group Appointments (My Clients Plus 3.0)
- Apply Progress Note to Entire Group (My Clients Plus 3.0)
- Add Group Attendance Notes, Group Progress Notes & Wiley Progress Group Notes (My Clients Plus 3.0)
Contact Network (My Clients Plus 3.0)
- Client Contact Network Overview (My Clients Plus 3.0)
- Working with a Client Contact Network (My Clients Plus 3.0)
- Enable Client Contact Network (My Clients Plus 3.0)
- Add Contact to a Client's Contact Network (My Clients Plus 3.0)
- Edit or Delete Client Contact (My Clients Plus 3.0)
- Allow a Contact Access to the Client Portal (My Clients Plus 3.0)
Manage Client Billing & Insurance (My Clients Plus 3.0)
- Add Insurance to Client Profile (My Clients Plus 3.0)
- Set Default Rendering Provider for Client (My Clients Plus 3.0)
- Add a Client Billing Note (My Clients Plus 3.0)
- Edit Insurance Type for Active Insurance Plans (My Clients Plus 3.0)
- Set a Reauthorization Reminder (My Clients Plus 3.0)
- Insurance Information Verified By is Wrong (My Clients Plus 3.0)
Authorizations (My Clients Plus 3.0)
- Authorizations FAQs (My Clients Plus 3.0)
- Track Authorizations by Service Type Overview (My Clients Plus 3.0)
- Add Client Authorizations (My Clients Plus 3.0)
- Edit Client Authorizations by Service Type (My Clients Plus 3.0)
- Client Authorization Status (My Clients Plus 3.0)
- Delete Client Authorization by Service Type (My Clients Plus 3.0)
Client Filters or Views (My Clients Plus 3.0)
- Find Clients with a Client and/or Insurance Balance Due (My Clients Plus 3.0)
- View Clients by Assigned Staff (My Clients Plus 3.0)
- View Clients with No Upcoming Appointments (My Clients Plus 3.0)
- View Clients by Insurer or Payer (My Clients Plus 3.0)
- How Many Clients Do I Have? (My Clients Plus 3.0)