Clients Tab

Description

The Clients tab displays the list of locations that are your clients. If you do not see the client you are looking for, create a new location on the Locations page. See the Locations topic.

Access

AdminCenter > Manage > Client Services

Technical Manual

Reviewing and Filtering the Client List

To narrow the list of displayed clients, enter one or more characters into one or more of the following filter fields.

With the text fields below, the system updates the list of clients as you type to contain only those clients that match your filter entries.

Client ID	Displays the client ID.
NPI	Displays the NPI.
Client Name	Displays the client's name.
City	Displays the city.
State	Displays the state.
ZIP	Displays the ZIP code.
Contact Last Name	Displays the contact's last name.
Contact First Name	Displays the contact's first name.
Name	Select the name of the desired option to select it for the filter. With the search fields below, the system displays a list of the available options as you type or if you select the Search Icon next to the field. Use the controls to navigate through the list as needed.
X	Select to clear the filter entry.
Practice	Displays the practice.
Sales Person	Displays the name of the sales person.
Region	Displays the region.
Show Active Only	Select the option to have the system exclude the inactive clients from the displayed list.
Show __ entries	If there are multiple pages of clients, use the paging controls at the bottom of the section to navigate through the list, either by selecting the arrow buttons (forward, backward, beginning, end) or by entering a specific page number. Adjust the Show __ entries value to increase or decrease the number of clients to show per page.
Refresh	Select to update the list of clients based on your filter criteria.
Clear Filter	Select to remove all of the information in the filter fields and return to the full list of clients.
Clients	Select a client's name on the Clients list to display the client information, contacts, and items for that client in the remaining sections of the Clients tab.

Adding or Editing Client Information

After you select a client from the list, the system displays the details for that client in the Client Information section of the Clients tab, including the Name, Practice, ID, Phone, Fax, and Address. Review the client details to be sure you have selected the correct client. If any of this information is incorrect, you may correct the client's details in the Locations page.

Name	Displays the client's name. Review the client details to be sure you have selected the correct client. If any of this information is incorrect, you may correct the client's details in the Locations page.
Practice	Displays the practice. Review the client details to be sure you have selected the correct client. If any of this information is incorrect, you may correct the client's details in the Locations page.
ID	Displays the ID. Review the client details to be sure you have selected the correct client. If any of this information is incorrect, you may correct the client's details in the Locations page.
Phone	Displays the phone number. Review the client details to be sure you have selected the correct client. If any of this information is incorrect, you may correct the client's details in the Locations page.
Fax	Displays the fax number. Review the client details to be sure you have selected the correct client. If any of this information is incorrect, you may correct the client's details in the Locations page.
Address	Displays the address. Review the client details to be sure you have selected the correct client. If any of this information is incorrect, you may correct the client's details in the Locations page.
Tier	Displays the tier. Review the client details to be sure you have selected the correct client. If any of this information is incorrect, you may correct the client's details in the Locations page.
Route Hours	Displays any route hours. The Route Hours are the times during which the client is expecting couriers to visit during their routes. Review the client details to be sure you have selected the correct client. If any of this information is incorrect, you may correct the client's details in the Locations page.
Sales Person	Displays the name of the sales person. Review the client details to be sure you have selected the correct client. If any of this information is incorrect, you may correct the client's details in the Locations page.
Supply History	Select to open the Supply History pop-up, which displays the supply history for the client that is currently selected.
Available profiles	Select the button in the Client Information section below the client's address to open the Available Profiles pop-up, where you may view the available profiles for the selected location based on the assigned practice. Name: Enter one or more characters in the field to search by name of the profile. The Available Profiles pop-up will display a default of 10 entries in the Show __ entries field. Adjust the Show __ entries value to increase or decrease the number of profiles to show per page. Use the arrow buttons (forward, backward, beginning, end) to move between pages of profiles. Close: Select to navigate back to the Client Services page when your search is complete.
Available Providers	Select to open the Available Providers pop-up, which shows the providers associated with that client.
Alerts & Comments	Select to display a pop-up where you can add comments and alerts that pertain to the client. Quick Comments are also available here.
Printer Icon	Select to open a pop-up where you can select one or more documents to print to a local, direct, or RAPS printer. Print: Select to print the selected documents. OK: Select to return to the Client Services page.
Clock Icon	Select to open the Edit Route Hours pop-up to add or modify the client's route hours. Add: Select to establish the Days and Hours settings for the selected day's route as needed in the Edit Time Range pop-up, and then select Save to return to the Edit Route Hours pop-up. There, you can finish adding, editing, or deleting routes. Edit: Select to establish the Days and Hours settings for the selected day's route as needed in the Edit Time Range pop-up, and then select Save to return to the Edit Route Hours pop-up. There, you can finish adding, editing, or deleting routes. Date: Select to edit the day. Time: Select to edit the time. Save: Select to return to the Client Services page after saving. Cancel: Select to return to the Client Services page without saving.
Route History	Select to open the Route History pop-up, which displays the route history for the client that is currently selected. This must be added via the Client Services Client Information layout template.
Courier Notes	The field contains any special instructions for the courier. Select the Note Icon in the Client Information section header to open the Edit Courier Notes pop-up to add or modify notes. Select the button to enter one or more quick comments.
Insert Date/time	Select to add the current date and time at the spot of the cursor in the note field.
Go	Select to open a pop-up list of actions. Select the page you wish to open for the selected client: Collection List, Create Manifest, Lab Orders, Location Inbox, Order Patient Samples, Pending Collection, Pending Orders, Setup Location, Setup Practice, Setup Users, or Items Tab.

Adding, Editing, or Removing Client Contacts

After you select a client from the list, the system displays the contact person(s) for the client in the Contacts section of the Clients tab.

Show Active Only	Select the checkbox to have your system exclude the inactive contacts from the displayed list. You can make contacts inactive when you edit their information.
Show __ entries	If there are multiple pages of contacts, use the paging controls at the bottom of the section to navigate through the list, either by selecting the arrow buttons (forward, backward, beginning, end) or by entering a specific page number. Adjust the Show __ entries value to increase or decrease the number of contacts to show per page.
Add	Select to add a new contact to the list using the Add Contact pop-up, which displays the contact's name, phone, fax, contact type, and email. Enter or select text in the fields to establish the contact's information. Fill With My Info: Select to have your system fill in as many fields as possible with the information from your account. Copy current User to this Contact: Select to copy the user information to a new contact. Link this Contact to the User: Select to link this contact to the user. Cancel: Select to close the pop-up without saving changes. Linked User: This field allows you to search for a user and then populate the fields based on the saved information in System Setup > Users for that user. There are two options once you select the user: the first is to populate the data from the user's settings that can be edited in the Client Services module, and the second option allows the data to populate but the area is grayed out. If changes are made to the user in System Setup > Users, it will update in the Client Services module. When you are finished, select Save or Cancel to return to the Client Services page. Active: Select the checkbox to make the contact active in the system. Clear the checkbox to inactivate the contact; your system will remove it from the list. X: If all fields have been filled, and you wish to clear all fields, select X to display the Clear fields pop-up. Clear all fields: Select to clear all the fields. Save: Select to return to the Client Services page while saving.
contact name link	Select the name of a contact to view the contact's information in the Edit Contact pop-up. Enter, modify, or select text in the fields to modify the contact's information. Fill With My Info: Select to have your system populate as many fields as possible with the information from your account. Copy current User to this Contact: Select to copy the user information to a new contact. Link this Contact to the User: Select to link this contact to the user. Cancel: Select to close the pop-up without saving changes. Active: Select the checkbox to make the contact active in the system. Clear the checkbox to inactivate the contact; your system will remove it from the list. Delete: Select to delete the contact. Your system will prompt you to confirm the deletion. Save: Select to save your changes and return to the Client Services page. Cancel: Select to return to the Client Services page without saving any changes.

Viewing, Adding, or Editing Client Items

After you select a client from the list, your system displays the items the client has requested in the Items section of the Clients tab. You can also view, edit, and add items from the Items tab. See the Items Tab topic.

If there are multiple pages of items, use the paging controls at the bottom of the section to navigate through the list, either by by selecting the arrow buttons (forward, backward, beginning, end) or by entering a specific page number. Adjust the Show __ entries value to increase or decrease the number of items to show per page. Select the column headers to sort the list of items by the selected column.

Add	Select to add a new item for this client using the Edit Item pop-up. See the details of the Edit Item pop-up on the Edit Item Pop-up topic.
ID	Displays the system-assigned item number.
Client Name	Displays the name of the client the item is assigned to.
Summary	Displays a brief overview of the requested item.
Status	Displays the status of the requested item.
Priority	Displays the priority assigned to the requested item. Examples include low, normal, or high.
Reason	Displays the reason the client is requesting the item.
Open Date	Displays the date and time the item was opened.
Assignee	Displays the name of the person assigned to the requested item.
Contact	Displays the contact person for the requested item.
Edit	Select to open the Edit Item pop-up. See the details of the Edit Item pop-up on the Edit Item Pop-up topic.

Page tree