Client Identifier

The Client Identifier can be used to give your clients a label that will follow them around throughout the entire application. This can be useful if a client is in collections and you need to avoid creating and sending Balance Statements.

Note: The identifier is used internally and will not show up on balance statements or insurance claims.

Add Identifier

1. Navigate to Clients > Client List.
2. Locate the desired client and edit the chart using the icon.
3. Enter up to 4 characters into the Identifier field. 
4. Select one of the Save options.

Possible Uses

While there is not a defined use for the Client Identifier, in the past clinics have used this field to:

• Identify clients in collections
• Reporting/Custom Client reports
• Simplify PTPN billing
• Label clients with secondary/tertiary insurances
• Indicate clients with multiple cases