Org Settings (My Clients Plus 3.0)

Profile (My Clients Plus 3.0)

• Set Up Your Organization's Profile (My Clients Plus 3.0)
• Sign New BAA (My Clients Plus 3.0)
• Set Default Place of Service for Your Organization (My Clients Plus 3.0)
• Upload or Remove Logo (My Clients Plus 3.0)
• Select a Time Zone (My Clients Plus 3.0)
• Add Referral Sources to My Clients Plus (My Clients Plus 3.0)

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Service Types Tab (My Clients Plus 3.0)

• Add & Edit Service Types (My Clients Plus 3.0)
• Add Non-CPT Code Service Types (My Clients Plus 3.0)
• CPT® Codes and Code Modifiers (My Clients Plus 3.0)
• Archive & Unarchive Service Type (My Clients Plus 3.0)

Income Based Payments & Credit Card (My Clients Plus 3.0)

• Update Bank Account for Payment Processing (My Clients Plus 3.0)
• Set Override Client Payment Amount (My Clients Plus 3.0)
• Set up Income Based Payment Amounts (My Clients Plus 3.0)
• Bill By Service Rate or Income Based (My Clients Plus 3.0)

Locations & Rooms Tab (My Clients Plus 3.0)

• Location vs Place of Service (My Clients Plus 3.0)
• Add & Edit Locations (My Clients Plus 3.0)
• Add & Edit Rooms (My Clients Plus 3.0)
• Archive & Unarchive a Location (My Clients Plus 3.0)

Reports (My Clients Plus 3.0)

• My Clients Plus Reports Glossary (My Clients Plus 3.0)
• Claims Activity Report (My Clients Plus 3.0)
• Managed Billing Payments Reconciliation Report (My Clients Plus 3.0)
• ERA Check Report (My Clients Plus 3.0)
• Therapy Brands Pay Report (My Clients Plus 3.0)
• Daily Billing Report (My Clients Plus 3.0)

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