This import will be used for the initial creation of clients in your site. This sheet contains basic demographic information for clients and there are a few important fields.
Important fields:
Subscriber or Medicaid Number – This the clients subscriber number that will be submitted to insurance
Rendering Information – The following fields will only need to be filled out if all claims must be submitted under a specific rendering provider
Rendering Name
Rendering Last Name
Rendering NPI
Once your site is complete you can create clients and edit their current information on file. See the following article for creating clients:
Please note that if you are a current Catalyst user with client information in Catalyst you will not need to fill out this sheet and will be able to create clients via the integration once your site is built.
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