New Client Information
Below is a helpful list of questions to ask yourself, before New Client information is to be added in TA2.0.
- Do you have paper copies available for the New Client?
- Have you scanned/documented their insurance card?
- 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.