Aaniie Payments - Setting up a Client to Make a Payment

• Related Articles

• 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 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 ...

• Client Representative visibility to Shift Signatures report

  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 ...

• Agency Forms visible for Client Leads

  If you would like to send an agency form to a Client Lead to fill out then be visible in their profile. This feature allows that lead the option without signing into the software, and then will populate the filled out form in the site. Step 1 Contact ...