Aaniie Payments - Setting up a Client to Make a Payment
See attached tip sheet on how to set up a client to make future payments using Aaniie Payments
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Aaniie Payments - Client and Client Representative Processing Payment via their Portal
See attachment of tip sheet on how the client and client rep can apply a payment using Aaniie Payments
Client Representatives access to view Client Invoices
Permission for Client Representatives, to view and download client invoices on their portal access without needing payer priority status. Representatives can only download invoices with no other actions permitted. How to enable the option in Client ...
How to the client portal
How To Use The Client Portal Instructions on how Clients and Representatives can access the Aaniie Care information that pertains to them. Clients and Client Representatives have the ability to access Aaniie Care and see information and perform tasks ...
Client Leads: Client Files
Please view the attached PDF on how to add Client Files to a Client Lead.
Convert Client Lead to Client
To convert a client lead into a new client in SMARTcare, follow the steps below: 1. Access the Client Leads area found in Menu > Client > Client Leads 2. Locate the client lead you would like to convert to a client in the client leads table or ...