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How to Print Client Statements

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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

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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

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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

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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

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“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 […]