Clients

Client Tab and Important Fields of List Clients
Client Tab and Important fields of List Clients   Client Under the ‘Client’ tab, authorized users are able to add/edit client information, create/edit Tr...
Mon, Apr 10, 2023 at 7:39 AM
How to add a new client?
Steps to add a new client.   1. Choose List Clients from the drop-down menu of Clients. Then click on the Add Client button on the right top side of the s...
Sat, Nov 19, 2022 at 3:04 PM
Client Biography Tab - Explained
Client Biography Tab Client biography holds the basic information of the client. Fill in the necessary information of the client and click on '...
Sat, Nov 19, 2022 at 3:14 PM
Client Location Tab - Explained
Client Location Tab Under the Location Tab, a company fills in the address of the child. The system allows adding multiple locations. If a company ...
Sat, Nov 19, 2022 at 3:17 PM
Auth Tab - Explained
Authorization is the approval of medical services by an insurance company, usually prior to services being rendered. Auth Tab Auth Tab has 2 sub-hea...
Sat, Nov 19, 2022 at 3:21 PM
Auth Services Tab - Explained
Auth Services Auth Services Tab holds the additional service authorization information including service type and authorization dates. Below ar...
Sat, Nov 19, 2022 at 3:24 PM
Client Guarantor, Related Files and Custom Properties - Explained
Client Guarantor The client Guarantor holds the information of the guarantor of the client. A Guarantor is someone who is responsible for the client and...
Sat, Nov 19, 2022 at 3:26 PM
How to view the client profile?
Once all clients have been entered into your organization’s Measure database, users may then search for a client by First Name, Last Name, Funding Source, S...
Sat, Nov 19, 2022 at 3:31 PM
Treatment Team
Treatment Team  Creating a treatment team will allow users to add different providers to a client so that the provider can have access to all the client...
Tue, Apr 5, 2022 at 1:04 PM
Custom Properties for Clients
Custom Properties Please note: Custom Properties are subject to access and only those who have the appropriate permissions will be able to create custom pr...
Sat, Nov 19, 2022 at 3:32 PM