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  3. Product User Guides
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  5. Client
  6. 01-Client Search Screen

01-Client Search Screen

  • 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
  • Adding a New Client
  • Adding a New Admission
  • Printing a Client List
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