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 […]