Client Managers

As a client manager, you manage the information about your clients that does not sync from ProviderPro, including qualifications and locations.

Note: If you sync Clients from ProviderPro, do NOT add, delete or make changes to the information that syncs from within Time Tracking . The changes will be overwritten the next time the sync runs. Add, Delete and make changes to the synced information for Clients in ProviderPro.

As a client manager, you can:

• View client information
• Exclude them as Regular or Guest Client in Time Tracking.
• Assign the qualifications that staff are required to have in order to work with a specific client.
• Assign clients to locations if they are not automatically synced from ProviderPro based on billing cost center.
• Exclude staff from working with a client.
• View the client's schedule.

• ZendeskTimeTracking.5.log-1455901978.zip5 KB