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  1. Procentive
  2. Client Management

Client Management

Enter, update, and manage client information

Clients Module

  • Add a Client
  • Missing Client in Clients Module
  • Add or Change Client Note Types
  • Client Discharge
  • Merge Clients
  • Inactivate Client Records
  • Delete a Client
See all 11 articles

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
See all 9 articles

Client Groups

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

Lab Results

  • Lab Results Integration
  • Manage Lab Result Exceptions

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