Monthly Archives: July 2016

Upgraded Client Insurance Entry

Our goal is to enable your clients to do data entry for you.  Since they can already complete their intake forms electronically, one of the final steps is to provide them the ability to enter their own insurance information.  To be truly useful, the new information also needs to synchronize with your My Clients Plus account.  Yes, you guessed it.  It’s available… Read More »

Simple Button To Send Client Forms

We’ve added some new, simple ways for you to send your standard email and forms to new clients based on two different workflows for processing new clients.   Workflow 1.  Send New Clients to Your Website One workflow is to send new clients to your website and ask them to create their own account (username/password).… Read More »

More Customization Options To Client Intake Forms

We’ve had a number of requests to add specific customization options to the forms your clients complete online as they create a new portal account.  Here’s a quick list of the improvements: Clients can now add their own insurance information (if you want).   They can select their payer, add their insurance ID and Group number,… Read More »