For a Group Practice utilized our Account Access features so you can create Individual Provider Accounts and then link them together with a Master Username and Password (typically this would be your Account Administrator).
To setup a Group Practice you will need to do the following.
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Create All Provider Accounts
- Create an account for each Provider at: https://app.myclientsplus.com/cgi-bin/cp/signup.cgi
- Enter all required fields and click Create My Account.
- Repeat process for each Provider.
Create Master Username & Password
- Once all Provider Accounts are created, login to My Clients Plus using one of the accounts/credentials just created.
NOTE: It does not matter what account/credentials you use, you are only using it temporarily to create your Master Username & Password.
- Click Account Access and then Allow Account Access (Add Another User to my Account).
- Enter desire Master Username and Password and click Add Username.
- Logout of current Provider Account.
Link Provider Accounts
- Log INTO the new Master Username and Password you just created.
IMPORTANT: You will still be in the Provider Account, but it is the Username that is important.
- Click Account Access and then Access Other Accounts (Join Another Account to my Username).
- Enter the Username and Password and click Add Username for EACH Provider in your Group Practice. This will ink all Providers to your Master Username.
- Click Find Account and then Join Account.
Assign Permissions
Master Files for Group Setup
- Login using your Master Username and select any Provider.
- Create Diagnosis Codes, Billing Codes, and Insurance Payers.
- Once created, click Account Access and select Copy Codes to Another Account.
- Copy From - Choose the Provider Account where you entered the Codes and Payers.
- Copy To - Select the Provider Account you want to copy those Codes and Payers too.
- Select Files to copy over and click Continue.
- Click Copy Now.
- Repeat steps 4-7 until you have copied over the information for all Provider Accounts.
Send My Clients Plus Group Practice Information
This is the final step in setting up your Group Practice with My Clients Plus.
You will want to ensure that you let My Clients Plus know:
- That you are a Group Practice (billing under the same TIN) so we can adjust the base rate for all Provider Accounts linked with your Group Practice. This is a manual process as our system does not distinguish between individual and group accounts.
IMPORTANT: If you do not do this, each Provider Account will be charged at the Individual Provider Rate. Ensure that you contact us so we can enter in the correct Group Rate.
Please notify us if you are a Group Practice (bill under the same TIN) so we can adjust the base rate for your Accounts. We manually adjust the rates on the accounts, as our system does not distinguish between individual and group accounts. You will need to enter payment on each account; however you can use the same Credit Card to pay for them all.
Add Additional Staff
Each Provider in the practice will need to be signed up at this link: https://app.myclientsplus.com/cgi-bin/cp/signup.cgi. We ask that you email us the following information so we can set up your group:
- Practice Name
- Providers Name and if they bill electronically
- Account ID number found on Practice Set-up
Any time you add a new provider we ask that you email us BEFORE the Free Trial ends, so we make sure the pricing is correct before you enter any payment on the account.
If a provider leaves and you need to make the account inactive.
- Log into the account (you are welcome to use a master username).
- Click on My Payment Info > Payments & Subscriptions.
At the bottom of the page, you will see a link: Request Account Cancellation.
- Click the link and complete the brief survey to begin the closure process. While the form states Cancellation, this form is used for both cancellation requests and inactive requests.
- Learn more about How Do I Cancel My My Clients Plus Account
NOTE: A cancellation request form sent in by a group practice or a billing service will default to making the account Inactive at no charge. If you would prefer the account to be fully closed, please state this in your feedback in the form.