Skip to main content
Sandata Technologies Help Center home page
Sandata News New User Sign Up Submit a request Sign in

Search

  1. Sandata Technologies
  2. Hidden Category
  3. Product User Guides
  4. Sandata Agency Management
  5. Client
  6. 01-Client Search Screen

Opening a Client's Profile

Opening a Client's Profile

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

  • SAM Manual.5.log-1524159190.zip40 KB
  • SAM Manual.5.log-1524159190.zip40 KB
  • SAM Manual.5.log-1524159190.zip40 KB
  • SAM Manual.5.log-1524159190.zip40 KB
  • SAM Manual.5.log-1524159190.zip40 KB
  • SAM Manual.5.log-1524159190.zip40 KB

Comments

0 comments

Please sign in to leave a comment.

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

Sandata.com Compliance Documentation & Reports Security & Privacy Information
Español