Before adding clients, make sure your payers and billing codes are already set up in the Payer Management and Codes subsections under Finance.
There are two ways to add clients: one-by-one or in bulk.
Option 1: Add a Single Client
Click Clients in the left menu
Click Create Client
Fill in the required fields:
First Name
Last Name
PID (Payer ID): if no other ID is available, the Medicaid ID is often added
Click Save
This is ideal for small agencies or when adding one or two new individuals.
Option 2: Upload Clients in Bulk (CSV)
Click Clients in the left menu
Click Upload Clients
Download the CSV Template
The template includes these columns: First Name, Last Name, and PID
Open any spreadsheet program (e.g., Google Sheets, Excel, Numbers) and import the CSV template
Fill out the spreadsheet with your client details.
Export or save the file as a .csv format
Once the .csv file is finished:
Return to the Clients page and select Upload Clients
Click Choose File and select your completed .csv file
Click Open
Once successful, all clients will appear in the client list with their names and PIDs.
Important: Make sure every PID in your .csv file is unique. If you try to reuse a PID already in the system, the upload will fail for that row.
Editing a Client Profile
If you need to update a client’s basic information:
Click Clients in the left menu
Search for the client and click Profile
Click Basic Info in the slide-out menu
Click Edit below General Information
Update the information
Click Save
For questions about adding clients:
Reach out to your Customer Success Manager
Or email: [email protected]