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
The Auth Services tab is located within the client's Authorization in the Client Profile and is used to manage the individual services associated with t...
Wed, Oct 7, 2026 at 3:22 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