• Select Client - Contacts
• Select Add on the sidebar or press CTRL+A to add a New Contact resulting in a new grid line being created for you to enter relevant detail in the form above the grid
• Select Copy Contact info from Client to populate fields with this detail eliminating the need to re-enter data

• Select Payer and enter and verify Medicare Details resulting in on Invoicing, the Payer being this Contact

Adding an Existing Contact

• Select Existing on the sidebar to add an Existing Contact resulting in your selecting an Existing Contact that could be an Existing Insurer/Company Contact
• Select Manage to add/edit Insurers/Companies and their Contacts
  • Only Insurers/Companies with Contacts are listed

• Select Accept

Adding an Existing Client as a Contact

• Select Existing Client to select an existing Client

• Select Accept

Adding an Existing Client's Contact

• Select Existing Contact to select an Existing Client's Contacts

• Select Accept

Edit a Contact