Client Setup

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When you create a Client you will need to add the following information:

Client Demographics

1. Click Client dropdown and select Add a New Client. 
   
    
    
2. Enter Client Name and Contact Info.
   
    
    
3. Optional - Enter Social Security Number.

   NOTE: SSN or ID# is optional and is for the Provider internal use only.

4. Client Signature? - Defaults to YES. This indicates that you have the Patient Signature to release medical data to Insurance Companies. This populates on block 12 on the CMS 1500 form with "Signature on File."
   
    

Client Invoice Options

1. Select Client Invoice Options.
   • Standard Invoice basic Client invoice
   • Insurance Super Bill requires diagnosis code and provider information. Used for fee-for-service clients.
   • Account Statement Format Typically used when billing insurance.
      
2. Select Invoice To - Defaults to the Client name and address, unless an alternate responsible party is chosen.
   

Client Insurance

Enter a Primary Insurance first and then repeat the process for a Secondary Insurance if appropriate.

1. Click Primary Insurance dropdown. By default, all Electronic Payers you entered previously display.
   • Select SWITCH to ALL Paper Insurance Payers to filter and display on only Paper Insurance Companies you had previous setup in the Insurance Companies Setup Link.
   • Select SWITCH to ALL Electronic Payers to filter and display all available electronic payers.
   • Select SWITCH to MY Electronic Payers to filter back to electronic payers you previously entered.
      

2. Click the dropdown again and select appropriate payer.
   
    
    

3. Enter the Insurance ID in the ID Number box and Group ID (if applicable).
4. Whose Insurance Is This? - This will auto-populate with Client information from above AFTER you click to enter the Insured's ID. 

   NOTE: If the Insured is different than the Client, then you will need to enter that information.

5. Clients Relationship - Relationship between the Client and the insurance subscriber.  Select the appropriate option as this can impact the name of the Client in an electronic claim submission.
6. Client File Notes -These are used for administrative notes.  They do not print anywhere, but you can see them when you enter or review the Client Session.
7. Click Save.