Client Details entered here are pulled into many functions within My Clients Plus such as scheduling, notes, appointment reminders, and billing. It's important to enter correct information here to avoid receiving errors in the system.
- Click Clients tab in primary navigation bar.
- Scroll to or search for the Client.
- Click Client Name to open Client Details.
- Edit or enter Client information.
- Click Save button.
- Fields with are included on the CMS 1500 when submitting to insurance.
Click the icon to see what field is populated on the CMS 1500 form.
- If billing to insurance the following fields must be included to prevent claims from being rejected:
- First and last name
- Client ID Number
- State (2 characters only)
- Birth Date
- Legal Sex
Note: If using insurance, select the sex on file with your insurance policy. Insurance companies require this information for billing.