Client Management & Bed Management (Procentive)

Bed Management & Workflows

• Get Started with Bed Management
• Bed Management Setup Workflow
• Bed Management Demonstration Video

Client Portal

• FAQ for Using the Client Portal
• Client Submits a Credit Card Payment via the Client Portal & Vantage
• Client Submits a Credit Card Payment via the Client Portal & CMS
• Set Up Client Portal For Your Agency
• Send Clients an Email Notification When They Have a New Statement Available
• Client Portal Setup: How-To Video

Bed Management Setup

• Definition of Permissions for Bed Management
• Overview of Settings View in Bed Management
• Overview of Setup View in Bed Management
• Turn on a Location for Bed Management
• Maintain Settings in Bed Management
• Set Up a Location's Facilities in Bed Management

Utilize Bed Management

• Overview of Census View
• Add or Edit Bed Types in Bed Management
• Add or Edit Bed Status in Bed Management
• Search for Beds or Individuals (Clients or Dependents) in Bed Management
• Manage Bed Reservations for Clients or Client Dependents
• Manage Bed Assignments for Clients or Client Dependents

Clients Module

• Add a Client

• Overview
• Missing Client in Clients Module
• Add or Change Client Note Types
• Client Discharge
• Merge Clients
• Inactivate Client Records

Kiosk

• Avoid Common Issues with Kiosk Manager
• Send Clinical Documents to a Client's Email
• Set Up a Kiosk (Computer or Tablet)
• Put a Computer or Tablet in Kiosk Mode (with Kiosk Manager)
• Where Can You Send Clinical Documents to Clients in Procentive?
• Kiosk Manager

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