How to Print Client Statements
Click the Search icon. Type Client Account in the search bar. Click to select Client Accounts (My Office). The Client Accounts List Page will open. Filter the page as needed. […]
How to Get to the Client Account Screen
Step by step video guide here: https://vimeo.com/835558576/9dca372e15 Click the Person Search Type Last Name, First Name into the search bar (or enter client ID number) Hover over the correct client […]
Client’s Account Overview Tab
All hyperlinks are interactive in SmartCare. The hyperlinks in the Overview and Charge/Payment Summary tabs make it easy for you to work the client’s account. Hyperlinks found in this screen […]
How to Activate the Client’s Account for Billing
Step by step video guide here: https://vimeo.com/835558298/c024487524 This step allows the account to be active for billing. Without this step you will receive billing errors processing claims. From the Client […]
Charge/Payment Summary Tab & Ledger Entries Page
“Charge / Payment Summary Tab & Ledger Entries Page” This is where you can view all the client’s payments, adjustments, balance, billed, unbilled, and charges. Clicking on the hyperlinks will […]
How to Export Client Accounts to Excel in Bulk
Click on the Search icon. Type Client Account. Click on Client Account (My Office) this is for all the Clients. Note: Client Account (Client) is just for one Client The […]