Heather C.
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Activity overview
Latest activity by Heather C.-
Heather C. created an article,
Release Notes: February 28, 2024 (My Clients Plus 3.0)
Release Notes is where we review recent product enhancements and resolved issues to help you stay up to date with the changes. New Features & Improvements Billing Three new features have ...
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Heather C. created an article,
Batch Client Billing Statements - Create, Print or Email (My Clients Plus 3.0)
Permissions: You must have Billing Permissions. Client Statements show all Invoices created and payments collected in the set Date Range. You can choose to filter your Statements by Service Date...
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Heather C. created an article,
Batch Invoicing - Submit to Clearinghouse (My Clients Plus 3.0)
Permissions: Users with Billing permissions can process invoices in batches. Batch Invoicing or Processing gives you the ability to take Invoices in batches to submit them to the Clearinghouse. ...
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Heather C. created an article,
Batch Invoicing - Create, Print or Email (My Clients Plus 3.0)
Permissions: You must have Billing Permissions. Batch invoicing allows you to find all unbilled Appointments in a desired date range and create Invoices for them all at once. You can create Invo...
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Heather C. created an article,
Process Multiple Payments at Once (My Clients Plus 3.0)
Permissions: You must have Billing Permissions. If you're enrolled for payment processing in My Clients Plus, you can batch charge multiple transactions at the same time. Before you can batch c...
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Heather C. created an article,
Release Notes: February 14, 2024 (My Clients Plus 3.0)
Release Notes is where we review recent product enhancements and resolved issues to help you stay up to date with the changes. New Features & Improvements Schedule When utilizing the Add ...
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Heather C. created an article,
Add Staff - Quick Start (My Clients Plus 3.0)
Are you ready to add Staff to My Clients Plus? Awesome. This guide will help you walk through everything you will need to do to setup a Staff Member in you account. There are two ways to Add Staf...
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Heather C. created an article,
Managed Billing Payments Reconciliation Report (My Clients Plus 3.0)
NOTE: This report is available for customers subscribed to our Managed Claims service. This report shows Payments that were posted by the RCM Team and are subject to RCM monthly fees. Use this re...
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Heather C. created an article,
Claims Activity Report (My Clients Plus 3.0)
NOTE: This report is available for customers subscribed to our Managed Claims service. This Report allows you to see all events for In-Progress Claims by date. NOTE: This Report includes Archived...
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Heather C. created an article,
ERA Check Report (My Clients Plus 3.0)
NOTE: This report is available for customers subscribed to our Managed Claims service. This report gives the listing of ERA Checks Received and their current state. It can be used to identify pay...