Viewing Client Information

To view a client's information:

1. Select Clients from the menu.

   Note: By default only those clients with a Status of "Active" and a Client Type of "Client" appear in the card list. You can click the Filter icon and clear the Active Only check box to view both active and inactive clients and/or clear the Client Only check box to view placeholder and indirect clients as well. You can also select to see only those client’s that have Use EVV selected.
   
   In addition, you can select to see those clients that appear because you are their Primary, Department and/or Backup manager.

2. Enter the name of the client you want to view in the Search box or scroll down to the appropriate client's card.

   

3. Select the card of the client you want to view.

   

   The client's card opens.

   

   Note: Basic Information typically syncs from ProviderPro. If so, if you change the information here it will be overwritten the next time the sync runs.

4. Select the down arrow next to the client's name in the breadcrumbs to switch clients or select Clients in the breadcrumbs to return to the list of client cards.

   

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