Practice Management
Billing and Invoicing
Therapy Notes
Reporting and Analytics
To-Do List
Client Portal
Managed Billing

The Reporting and Analytics Tools You Need

  • Summarize client financial and session information by date range.
  • Filter practice statistics by metrics that matter to you.
  • Keep track of revenue, number of sessions and type of sessions.
  • Group clients by insurance companies.
  • Create reports for individual practitioners.  
  • Easily identify client sessions for which a progress note is still needed.
  • Sort posted payments by payer or date.
  • Practice facts and statistics report for quick overview of practice health.


I've been a customer for about two years and think that there are two things that My Clients Plus does better than anyone else -- Clinical Notes and claims processing with all the financial reporting.

Bruce H.

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