Ian G.

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Activity overview

Latest activity by Ian G.
  • Ian G. created an article,

    CPT® Code & American Medical Association Fees FAQ

    Overview The American Medical Association owns the rights to all CPT® codes and is now enforcing the collection of licensing fees for each Rendering Provider who submits Claims utilizing these code...

  • Ian G. created an article,

    Assign AMA CPT® License to Staff

    Permissions: You must have Administrator Permissions or higher. Therapists who will be the rendering provider for a client will be assigned a CPT® license to ensure compliance with the AMA CPT® Co...

  • Ian G. created an article,

    03/29/22 - My Clients Plus Release Notes

    Dynamic Progress Note Forms Dynamic Progress Note Forms allow you to create customized Progress Note templates for client session notes. Create custom progress note forms for the notes that need to...

  • Ian G. created an article,

    03/21/22 - Progress Note Issue Correction

    We recently experienced and issue where the Service Date/Time in a progress note was not captured correctly. We have corrected this issue and any progress note NOT signed at the time the correction...

  • Ian G. created an article,

    Initial Assessment with Diagnostic Codes

     Permissions: Therapist can make Addendums for their assigned Cases, Administrators or higher can make Addendums for all Cases. To begin the Client EHR an initial assessment is made and diagnostic...

  • Ian G. created an article,

    03/01/2022 - My Clients Plus Release Notes

    These are new features or improvements added. Anytime you are looking for updates or changes you can check these announcement pages or click the newspaper icon on the navigation bar while in the ap...

  • Ian G. created an article,

    Audit Notes Report

    This report will display all of the signed progress notes linked to an appointment with a service date in the timeframe selected. Notes are considered signed as long as there is at least one signat...

  • Ian G. created an article,

    02/01/22 - My Clients Plus Release Notes

    These are new features or improvements added. Anytime you are looking for updates or changes you can check these announcement pages or click the newspaper icon on the navigation bar while in the ap...

  • Ian G. created an article,

    Create a Dynamic Form: Progress Note

      Permissions: You must have Therapist Permissions with Dynamic Forms checked or higher.   IMPORTANT: This article deals specifically with Dynamic Progress Note Forms. For in formation on Dynamic ...

  • Ian G. created an article,

    View and Print Client Appointments

    You can view and print a list of all client appointments from the Clients Details > Appointments page. To view and print client appointments: Click Clients on the main navigation and click the Cli...