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]
![](https://wpapi.sharenote.com/wp-content/uploads/2020/02/ShareNote_-_Add_New_Client_Information-1024x502.png)
Step 3: Enter info in the mandatory fields
Step4: Click [Verify Eligibility] Results will show below.
![](https://wpapi.sharenote.com/wp-content/uploads/2020/02/ShareNote_-_Add_New_Client_Information-2-1024x677.png)