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| userdocs:intro:ch2:client_info [2017/08/23 14:35] – sslattery | userdocs:intro:ch2:client_info [2017/10/03 14:21] (current) – sslattery |
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| * **Patients** Tab: Contains a list of all of the patients associated with a client account | * **Patients** Tab: Contains a list of all of the patients associated with a client account |
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| (picture of client account screen) | {{ userdocs:intro:ch2:a5_clientform.jpg?direct |Client Account Screen}} |
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| ===Client Update Screen=== | ===Client Update Screen=== |
| The Client Update screen, which can be accessed from the Client Account screen, contains tools for viewing and update client information, including contact information, account status, and Authorized Users. | The Client Update screen, which can be accessed from the Client Account screen, contains tools for viewing and update client information, including contact information, account status, and Authorized Users. |
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| (picture of client update screen) | {{ userdocs:intro:ch2:a5_clientupdate.jpg?direct |Client Update Screen}} |
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| ===Looking Up a Client=== | ===Looking Up a Client=== |
| The Client Account screen contains three methods for looking up a client's account. The first method is to search by Account Number or last name. The second method is to search by a patient's Case Number or name, as each patient can be associated with only one client account. The final method is look up an account by an invoice number, as each invoice only be linked to one client account. If the search criteria matches only a single account, that client's information is automatically loaded. If there are multiple matches, a client selection screen opens containing the search results, but if there are no potential matches, the search text turns red. The Client Select screen has additional search options that can be used to further filter search results. | The Client Account screen contains three methods for looking up a client's account. The first method is to search by Account Number or last name. The second method is to search by a patient's Case Number or name, as each patient can be associated with only one client account. The final method is look up an account by an invoice number, as each invoice only be linked to one client account. If the search criteria matches only a single account, that client's information is automatically loaded. If there are multiple matches, a client selection screen opens containing the search results, but if there are no potential matches, the search text turns red. The Client Select screen has additional search options that can be used to further filter search results. |
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| (picture of select screen) | {{ userdocs:intro:ch2:a5_clientselect.jpg?direct |Client Selection Screen}} |
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| ===Authorized Users=== | ===Authorized Users=== |