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 […]

How do I check Batch Eligibility?

First, you must request the ability to Verify from the ShareNote Help Desk. After you have been given access and your profile has been added, SELECT Staff will be able to verify eligibility for batches of clients and/or prior to entering. Navigate to the [Client Manager] Step 1: Select the Client or clients to be […]