Here are the different ways you can manage client details:
1. Editing Client Details
To update a client's personal information, add/remove their insurance, and/or update their address:
Go to the "Clients" tab.
Locate and click on the client you wish to edit.
Next to the client’s name, click on the pencil icon.
2.Editing Claim Defaults
To update a client’s medical information, you can manage their claim defaults.
Go to the "Clients" tab.
Locate and click on the client you wish to edit.
Click on claim Manage Claim Defaults .
3. Hiding and Unhiding Clients
Hiding a Client
If you have a client who is no longer using Mentaya, or doesn’t have out-of-network benefits, you can easily hide them from your billing and claims processes.
Navigate to the "Clients" tab.
Select the specific client you want to hide.
Scroll to the bottom of the page, and click on the "Hide Client" button.
Unhiding a Client
Should the need arise to unhide a client, the process is straightforward. Follow these steps:
Go to your "Settings”.
Scroll down to the Clients section, and click on “View Hidden Clients”.
Select the clients you wish to unhide and click on "Unhide Clients."
Related questions: How do I cancel my client’s account, Can I remove a client, How do I add insurance information, or edit my client’s information?