Can I Verify Eligibility Before Adding a Client to the System?

Yes, if you have an Eligibility Profile set up and access to do so, you can run a check prior to entering a Client into the system.

Navigate to the [Client Manager]

Step 1: Click on [Add New Client]

Step 2: Click [Check Client Eligibility]

Step 3: Enter info in the mandatory fields

Step4: Click [Verify Eligibility] Results will show below.

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