Client Setup
- Prospective Clients
- Add a New Client
- Add or Edit Client Details
- Set Client Preferred Name
- Generate or Edit Client ID Number
- Change the Intake Date for Client
Manage Client
Manage Client Groups
- Limit Clients to Service Types for Group Appointments
- Create a Group
- Add & Edit Group Members
- Add a Group Case
- Schedule Group Appointments
- Apply Progress Note to Entire Group
Manage Client Billing & Insurance Information
- Add Insurance to Client Profile
- Set Default Rendering Provider for Client
- Add a Client Billing Note
- Edit Insurance Type for Active Insurance Plans
- Client Service Types
- Insurance Information Verified By is Wrong