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 ...
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 ...
To allow visibility for Client Representatives to the shift signature can be followed in the below steps: 1. Access the Shift Signature report via office. Menu>Accounting Shift Signatures. Select Send to Client Profile option and run report. 2. After ...