Setting Up A Client’s Eligibility

1.

Navigate to the Client Search screen.

Main Menu > Client

2.

Open the client's profile to ensure that all the necessary information is entered.

3.

At the Personal screen, confirm the Birthdate, SSN (Social Security #) and Gender are entered.

4.

Click Save.

5.

On the General screen, confirm that there is a Customer No. entered for the Payor.

If there is no Customer No., double click the Payor and enter the client specific number in the Cust. No. field, and then click Save.

6.

Click Save and Close out of the client’s profile.