📌 Reminder:
Before adding clients, make sure your payers and billing codes are already set up under Payer Management and Code Management.
Option 1: add a single client
Go to the Clients section in the left-hand toolbar
Click Create Client
Fill in the required fields:
First Name
Last Name
PID (Payer ID)
You can also use a Medicaid ID if the state allows—there’s a separate field for it
Click Save
This is ideal for small agencies or when adding one or two new individuals.
Option 2: upload clients in bulk (CSV)
Go to the Clients section
Click Upload Clients
Download the CSV Template
Fill out the CSV file with the following required columns:
First Name
Last Name
PID (each must be unique—no duplicates!)
✅ Tools like Google Sheets, Excel, or Numbers work fine—just make sure to export/save as .csv format.
Click Choose File
Select your filled-out CSV and click Upload
Once successful, all clients will appear in the client list with their names and PIDs.
Example
If you uploaded a CSV with:
Jalen Hurts
Jordan Mailata
Brandon Graham
You’ll see them listed under Clients once the upload completes.
For upload issues or template questions:
Reach out to your Customer Success Manager
Or email: [email protected]