Client Management

Client Information

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

Payers and Authorizations

• Add Authorization Types and Statuses
• Assign the Same Payer Twice to a Client
• Clients Module Warning - Missing Policy ID
• Enter an Authorization for a Client
• Payer Authorization Types and Statuses
• Pending Authorization

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Client Groups

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

Client Management

• Add or Change Client Note Types
• Associate Program to Diagnosis
• Client Discharge
• Contacts Module
• Delete a Client
• 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