Once your Organization Administrator has done all the background My Clients Plus setup, you can begin to utilize My Clients Plus with your everyday workflow! 

Click here to access the PDF version of this Onboarding Checklist. 

Agenda, Calendar and Appointments

• Optimize your Calendar & Agenda
  • Set your Calendar Availability
  • Set Calendar Appearances & Preferences
  • Understand Scheduling Navigation & Filters
• Schedule an Appointment - Learn how to schedule Client Appointments, Recurring Appointments, or Telehealth Appointments.

Notes

• Case & Notes Overview
• Create Notes - Sign a Note, Edit a Note
• Add a Diagnosis
• Add a Treatment Plan
• Supervise & Review Notes

Client Billing

• Client Billing and Insurance Info is added from the Bill To & Insurance Info Tab in the Client Details.
  • Add Client Insurance to Client Profile
• Create a Client Invoice
• Accept a Client Payment or an Insurance Payment
  • Accept Credit Card Payments in My Clients Plus  (if you are subscribed)

Client Portal

• Client Portal Overview - The Client Portal is a robust add-on feature that you can utilize to streamline communicating and working with your Client. 
  • Invite Clients to Client Portal
  • Setup your Client Portal Notifications
  • Utilize Client Portal Intake Forms
  • Utilize Secure Messaging in Client Portal
  • Utilize Client Portal Self-Schedule

Telehealth

1. • Learn all about the Telehealth Workflow, from scheduling Appointments to launching and running Telehealth Sessions.
   • Understand Telehealth from the Client Perspective