Client Management

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

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

Client Groups

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

Lab Results

• Lab Results Integration
• Manage Lab Result Exceptions