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  5. 01-Client Search Screen

Opening a Client's Profile

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Opening a Client's Profile

Double click or right-click and choose Open on any item in the Results List.

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Articles in this section

  • Client Search Screen
  • Search Filters
  • Results List
  • Opening a Client's Profile
  • Changing a Client’s Status (From the Client Search Screen)
  • Client Eligibility
  • Generating Surplus Billing
  • Creating a Surplus Invoice
  • Changing a Client’s Payor
  • Reassign Manager or Coordinator

See all 13 articles

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