Client Management

Client Information

• Credit Card on File
• Change the Mailing Information on a Client Statement (3560)
• Intake Date vs Date of Illness
• Clients Module Filters
• Change Client's Name
• Multiple Client Emails

Payers and Authorizations

• Update a Client Authorization
• Scan Payer Information
• Payer Authorization Types and Statuses
• Clients Module Warning - Missing Policy ID
• Silent Authorizations
• Pending Authorization

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Client Groups

• Client Groups Module
• Update a Client Group
• Create a New Client Group

Client Management

• Families Module
• View SMS Delivery Confirmation
• Delete a Client
• Merge Clients
• Inactivate Client Records
• Error: Each Line Must Have a Date of Admission and a Diagnosis

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Lab Results

• Lab Results Integration
• Manage Lab Result Exceptions