New Client Information

Below is a helpful list of questions to ask yourself, before New Client information is to be added in TA2.0.

  1. Do you have paper copies available for the New Client?
  2. Have you scanned/documented their insurance card?
  3. Do they understand and have access to the Client Portal?

Creating new client information is a key component for any practice. The steps outlined in this downloadable Quick Guide provide an efficient workflow, so the process can happen more smoothly.


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