Before adding clients, make sure your payers and billing codes are already set up in Payer Management and Code Management.
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.
For upload issues or template questions:
Reach out to your Customer Success Manager
Or email: [email protected]