Managing Client Information in Mentaya

You can edit your client’s details at any time this includes: editing personal details, insurance information, or hiding the client.

Updated over a week ago

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:

  1. Go to the "Clients" tab.

  2. Locate and click on the client you wish to edit.

  3. 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.

  1. Go to the "Clients" tab.

  2. Locate and click on the client you wish to edit.

  3. 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.

  1. Navigate to the "Clients" tab.

  2. Select the specific client you want to hide.

  3. 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:

  1. Go to your "Settings”.

  2. Scroll down to the Clients section, and click on “View Hidden Clients”.

  3. 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?

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