Setting up a Group Practice in My Clients Plus
Setting up a Group Practice in My Clients Plus
My Clients Plus – Account Setup and Master Username
- Start a Free Trial for each provider through the link on our website at: https://www.myclientsplus.com/
- Once all of the accounts are created with their usernames and passwords, log into one of the accounts.
- Click on Account Access and then Allow Account Access (Add Another User to my Account). Enter a username and password and click Add Username. This new username will become your master username.
- Log out of the provider username and INTO the new master username and password. You will still be in the provider account, but it is the username that is important.
- Click on Account Access and then Access Other Accounts (Join Another Account to my Username). Enter the username and password for each of the provider accounts that you would like to link to the master username. Click Find Account and then Join Account.
We offer group rates for Group Practices and Billing Services. You can find more information about our rates here:
https://www.myclientsplus.com/pricing/
We ask that you 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.
Each Provider in the practice will need to be signed up for a Free Trial on our Home page at http://www.myclientsplus.com/index.html . 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.
You can cancel or add any providers at any time, we just ask that it is done in writing.