by Lauren Malone | Mar 11, 2019 | Eligibility
support@pattrac.info This lesson describes how to check eligibility in batch format for clients with appointments in a date range. Create the Batch Eligibility record 1. In the left Navigation panel, click Batch Eligibility Verification 2. Click the New icon to create...
by Lauren Malone | Mar 11, 2019 | Clients, Eligibility
support@pattrac.info This lesson describes how to check insurance eligibility for an individual client. Create the Eligibility Verification record 1. Open the Client record 2. Click the Eligibility Verification tab 3. Click the New icon to create a new eligibility...
by Lauren Malone | Mar 11, 2019 | Clients
support@pattrac.info This lesson describes how to create a new Questionaire record for a client. Add a new Questionaire 1. Open the Client record 2. Click the Questionaires tab 3. Click the New icon to create a new Questionaire Complete the Questionaire Complete all...
by Lauren Malone | Mar 11, 2019 | Clients
support@pattrac.info This lesson describes how to add a new Client record in TranTrac. How to add a new Client record 1. Click on Clients in the left Navigation panel to open the Clients view. 2. Click the New icon to add a new Client...
by Lauren Malone | Mar 11, 2019 | Clients
support@pattrac.info This lesson describes how to search for an existing Client record. How to Seach for a Client Record 1. Use the Auto-filter row (highlighted) to search any column or combination of columns. Simply type text into the empty space. ** If the...
