How to View Client Fee Records
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Select the Search Type “Client Fee” into the search Click to select “Client Fee (My Office)” from the search The Client Fee list page will Filter the screen to search […]
How to Create a Client Fee Record
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Once the UMDAP Financial Assessment is completed and signed, the Client Fee is automatically generated. The Client Fee is editable in the event that information needs to be adjusted. Once […]
UMDAP Family Account Client Fee Information
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UMDAP Family Accounts are used when multiple family members are receiving services from an organization, and where the responsible party may or may not be a client. A likely scenario […]
How to Set-Up the Responsible Party in a Client Record
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Step by step video guide here: https://vimeo.com/835558211/ab0871be3b Select the Client Search icon. Type the “Client Name (Last Name, First Name)” in the Client Search bar. Click to select the “Client […]
How to Link a Family Member in a Client’s Record
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From the client’s Contacts tab, type the Contact’s information in the Client Information section. Select the Search icon to search for the Associated Client ID. The Client Search popup will […]
How to Set the Contact as the Responsible Party in the UMDAP Financial Assessment
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Step by step video guide here: https://vimeo.com/820939090/386b4a2cc0 For complete details on the UMDAP Financial Assessment, refer to the UMDAP Financial Assessment User Guide. Select the Client Search icon. Type the […]
How to Create a Family Client Fee Record
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Once the UMDAP Financial Assessment is completed and signed, the Client Fee is automatically generated. The Client Fee is editable in the event that information needs to be adjusted. Once […]
How to Add a Client Fee for Self-Pay
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Client fee records are used primarily to provide clients with a reduction or discount on the fees charged to them. There is one exception to this rule where the Client […]
How to Use a Blank Client Fee
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In the popup window, select Blank Client Fee. Click the OK button. The Client Fee Details screen opens. Select Client Fee Type. Check the Self Pay checkbox if the client […]
How to Copy a Client Fee Predefined Template
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From the Client Fee List Page, click the New icon in the toolbar. The popup window opens. Select Copy Predefined Template. Select the template in the dropdown. Select the OK […]