How to View Client Fee Records
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
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
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
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
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
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
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
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
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
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 […]