To create a new client profile:
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On the sidebar, go to Clients and click “+ New Client” located at the top right area of the screen. Alternatively, you can also click the “+” next to Clients in the sidebar for a quick shortcut.
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Input client information. IMPORTANT: Make sure you have the client’s service address, the correct DOB, and the client’s Medicaid ID.
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If needed, you can configure the client to a waiver by going to “Visit Type Configuration Section” on the right side of the Edit Client page and selecting the waiver(s) associated to that client.
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You can also add the client’s care plan if needed. To learn more, click here.
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Click “Save”.
Please note that some states require agencies to have the client’s ICD-10 codes configured to their waiver. To do this, simply input their ICD-10 codes on the text field provided.