Updating an Unknown Client

When a visit is recorded without a client name or ID, the visit will be flagged with an Unknown Client exception. Visits with Unknown Client exceptions will need to have the client updated to resolve the exception and make the visit billable. 
 

To resolve an Unknown Client Exception

        1. Select a visit from the Manage Visits screen. 

        2. Navigate to the Client tab. 

Note: If you select the exception indicator in the Client Name column, you’ll be taken directly to the Client tab. 

        3. Use the FILTERS button to open the Client filters. 

 

4. 4. Enter the Client’s First or Last name, Medicaid ID, or Client ID then select APPLY FILTERS. 

Note: Turn on the Include Inactive Clients toggle if you need to include Clients with a status of Inactive in the search results. 

5. 5. Select the client under the ACTIONS column. Then select the Reason Code and provide a Reason Note if required. Use the SAVE button to complete the update. 
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