Creating Clients and Editing Client information

Creating a new Client

1. On the Dashboard select “Client” from the “Client/Employee/Doctor” dropdown
2. Select “Add” from the “Select a Transaction” dropdown
3. Fill out the new client form

Editing a Client’s information

1. On the Dashboard select “Client” from the “Client/Employee/Doctor” dropdown
2. Select “Edit Information” from the “Select a Transaction” dropdown
3. Select the Client’s name
4. Make any needed changes and click “Save”

Important Fields

1. “Contract,” Services,” & “Allowed services” are the billable and non-billable services that the Client is eligible to receive a. To add a service, select the service from the left-hand selection box and click the add button. b. To remove an allowed service, select the allowed service from the right-hand selection box and click remove.
2. “Active” checkbox is to determine if the employee is performing services for your company
3. “Medicaid Number” field- This is the clients insurance subscriber number

Other Field Descriptions

“Favored Employees:” Employees selected here will appear as the first options in the “Employee” drop down while scheduling
“Rejected Employees:” Employees selected here will NOT appear as options in the “Employee” drop down while scheduling

Please Note: The check boxes below are automatically checked by the AccuPoint system once compliance is met. No further information is required here.