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My Clients Plus 3.0
Organization Settings
Organization Settings
Set Organization Wide Settings
Profile Tab
Set Up Your Organization's My Clients Plus Profile
Sign New BAA
Set Default Place of Service for Your Organization
Upload or Remove Logo
Select a Time Zone
Service Types Tab
Add & Edit Service Types
CPT® Codes and Code Modifiers
Archive & Unarchive Service Type
Income Based Payment Amounts Tab
Set Override Client Payment Amount
Set up Income Based Payment Amounts
Bill By Service Rate or Income Based
Referral Sources Tab
Add Referral Sources to My Clients Plus
Set Up Credit Card Payment Tab
Apply to Enroll in Credit Card Processing
Update Bank Account for Credit Card Processing
Locations & Rooms Tab
Location vs Place of Service
Add & Edit Locations
Add & Edit Rooms
Archive & Unarchive a Location
Payroll Payout Settings Tab
Track Payouts Owed to Therapists
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