Client

• Adding Clients

  1. Access the Client Section Go to the > Client section in the left panel. 2. Add a New Client Click on the + Add Client button. 3. Fill in the Basic Information Complete the following fields:First NameLast NameEmail AddressP ...

• Changing Client Status

  Changing Client Status 1. Access the Client Section Go to the > Client section in the left panel. 2. Select the Client Choose the client whose status you want to change. 3. Locate the Status Options At the top right of the pag ...

• Editing General Info for a Client

  1. Access the Client Section Go to the > Client section in the left panel. 2. Select the Client Choose the client whose general information you want to edit. 3. Navigate to the General Tab Ensure you are on the General tab on t ...

• Editing Other Details for a Client

  1. Access the Client Section Go to the > Client section in the left panel. 2. Select the Client Choose the client whose other information you want to edit. 3. Navigate to the General Tab Ensure you are on the General tab on the ...

• Adding an Address for a Client

  1. Access the Client Section Go to the > Client section in the left panel. 2. Select the Client Choose the client for whom you want to add an address. 3. Navigate to the General Tab Ensure you are on the General tab on the clie ...

• Editing an Address for a Client

  1. Access the Client Section Go to the > Client section in the left panel. 2. Select the Client Choose the client whose address you want to edit. 3. Navigate to the General Tab Ensure you are on the General tab on the client's ...

• Setting an Address as the Default Address

  1. Access the Client Section Go to the > Client section in the left panel. 2. Select the Client Choose the client for whom you want to set a default address. 3. Navigate to the General Tab Ensure you are on the General tab on t ...

• Deleting an Address for a Client

  1. Access the Client Section Go to the > Client section in the left panel. 2. Select the Client Choose the client whose address you want to delete. 3. Navigate to the General Tab Ensure you are on the General tab on the client' ...

• Adding a Contact to a Client

  1. Access the Client Section Go to the > Client section in the left panel. 2. Select the Client Choose the client for whom you want to add a contact. 3. Navigate to the Contacts Tab Click on the Contacts tab at the to ...

• Editing Client Contacts

  1. Access the Client Section Go to the > Client section in the left panel. 2. Select the Client Choose the client whose contact information you want to edit. 3. Navigate to the Contacts Tab Click on the Contacts tab at the top ...

• Deleting Client Contacts

  1. Access the Client Section Go to the >Client section in the left panel. 2. Select the Client Choose the client whose contact you want to delete. 3. Navigate to the Contacts Tab Click on the Contacts tab at the ...

• Adding Payers to Clients

  1. Access the Client Section Go to the > Client section in the left panel. 2. Select the Client Choose the client for whom you want to add a payer. 3. Navigate to the Payers Tab Click on the Payers tab at the top of the client' ...

• Editing Payer

  1. Access the Client Section • Go to the > Client section in the left panel. 2. Select the Client • Choose the client whose payer you want to edit. 3. Navigate to the Payers Tab • Under the Payers section, find the payer you want to ...

• Inactivating a Payer

  1. Access the Client Section Go to the > Client section in the left panel. 2. Select the Client Choose the client whose payer you want to inactivate. 3. Navigate to the Payers Tab Click on the Payers tab at the top of the clien ...

• Adding a File to Client's Authorization

  1. Access the Client Section Go to the > Client section in the left panel. 2. Select the Client Choose the client for whom you want to add a file to their authorization. 3. Navigate to the Authorization Tab Click on the Authori ...

• Clone Authorization

  1. Access the Client Section Go to the > Client section in the left panel. 2. Select the Client Choose the client whose authorization you want to clone. 3. Navigate to the Authorization Tab Click on the Authorization tab at the ...

• Inactivating an Authorized Service

  1. Access the Client Section Go to the > Client section in the left panel. 2. Select the Client Choose the client whose authorized service you want to inactivate. 3. Navigate to the Authorization Tab Click on the Authorization ...

• Setting Client Availability

  1. Access the Client Section Go to the > Client section in the left panel. 2. Select the Client Choose the client for whom you want to set availability. 3. Navigate to the Availability Tab Click on the Availability tab&nbs ...

• Assigning Staff to a Client

  1. Access the Client Section Go to the > Client section in the left panel. 2. Select the Client Choose the client to whom you want to assign staff. 3. Navigate to the Clinicians Tab Click on the Clinicians tab at the ...

• Deleting Assigned Staff from a Client

  1. Access the Client Section Go to the > Client section in the left panel. 2. Select the Client Choose the client from whom you want to delete an assigned staff member. 3. Navigate to the Staff Assignment Tab Click on the  ...

• Viewing Assigned Staff for a Client

  1. Access the Client Section Go to the > Client section in the left panel. 2. Select the Client Choose the client whose assigned staff you want to view. 3. Navigate to the Staff Assignment Tab Click on the Staff Assignment ...

• Downloading Notes as CSV

  1. Access the Client Section Go to the Client section from the left pane and select the desired client. 2. Navigate to the Notes Tab Click the Notes tab on the client's profile 3. Open the Download Modal Click the Downlo ...

• Viewing Client Profile's Change History

  1. Access the Client Section Go to the > Client section in the left panel. 2. Select the Client Choose the client whose profile change history you want to view. 3. Navigate to the History Tab Click on the History tab at the top ...

• Adding Files to a Client

  1. Access the Client Section Go to the > Client section in the left panel. 2. Select the Client Choose the client for whom you want to add files. 3. Navigate to the Files Tab Click on the Files tab at the top of the client's pa ...

• Viewing Client Files

  1. Access the Client Section Go to the > Client section in the left panel. 2. Select the Client Choose the client whose status you want to change. 3. Navigate to the Files Tab Click on the Files tab at the top of the client's p ...

• Editing Client Files

  1. Access the Client Section Go to the > Client section in the left pane. 2. Select the Client Choose the client whose file you want to edit. 3. Navigate to the Files Tab Click on the Files tab at the top of the client's page. ...

• Downloading Client Files

  1. Access the Client Section Go to the > Client section in the left pane. 2. Select the Client Choose the client whose file you want to edit. 3. Navigate to the Files Tab Click on the Files tab at the top of the client's page. ...

• Deleting Client Files

  1. Access the Client Section Go to the > Client section in the left pane. 2. Select the Client Choose the client whose file you want to edit. 3. Navigate to the Files Tab Click on the Files tab at the top of the client's page. ...

• Downloading Client List CSV

  1. Access the Client Section Go to the > Client section in the left panel. 2. Locate the Download CSV Button On the top right of the Client section page, find the Download CSV button. 3. Download the Client List Click on the Do ...