Add Client

The Add Client page allows you to add a client/ This page displays when you click:

1.      The Add Client link in the Case / Client List page if no client information exists for a new account.

2.      The Add Client link in the Case Information - Client Tab page if a client already exists and another client must be added to a case.

 

The following tabs, fields, buttons, and links display in the page:

Tabs

·          Home

·          Services

·          Reports

·          Documentation

·          Training

·          News

Fields

·          Account # (Read Only)

·          Case # (Read Only)

·          (Required) First Name

·          Middle Name

·          (Required) Last Name

·          Address 1

·          Address 2

·          Address 3

·          City

·          State

·          In Care Of

·          Optional ID

·          ID Type

·          (Required) Date of Birth

·          SSN

·          Home Phone Number

·          Password

·          Client Status

·          (Required) Benefit Access

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·          Required fields vary by state and are indicated with a red asterisk.

·          The Case Status field defaults to Active for most states.

·          The Benefit Access field defaults to the first available option in the drop-down list for each benefit program: Cash, FS, and CC. (CC is displayed based on the benefits available to your State).

Buttons

·          Add Client

·          Cancel

Links

·          Client / Transaction Search

·          Issue Card

·          Create Account

·          Merchant Search

·          Help

·          Back to Top

 

See Also:

Adding a Client

Case Information - Client Tab

Client Creation