What is contained in Clients?
The Jituzu Clients screen is accessed from the green menu bar at the top of the screen.
When you click on Clients, you can search for a client, add a new client and see the client list. If you also have a My Clients Plus account, you can see the client's outstanding balances.
To view a client, simply click on the client name. From this screen, you can:
- See upcoming appointments
- Process a client credit card payment if the practice has a merchant account through Jituzu
- Invite the client to the Client Portal if the provider has a Jituzu Client Portal subscription
- Access and/or enter the client information
If the provider also has a My Clients Plus account with electronic billing, the client can be set up with an electronic or paper payer from My Clients Plus. If the Jituzu account is not synced to a My Clients Plus account, then an insurance payer name can be entered.
Reminders & Portal:
If the provider has subscriptions for Reminders and Client Portal, the provider default settings will control the Client settings unless there are overrides in the Client Reminders & Portal tab. The provider can configure custom settings for a client here, that will override the provider settings.
If the provider has a Client Portal subscription and has configured Anonymous Signup, they will have the option to add custom questions for the Client Intake. Once a client signs up anonymously and completes their Intake document, the information provided will populate these fields.
If the provider has added a custom email with attachments (no PHI) in Settings under Portal, they can Send Client Forms to the client. In this case, the client did not have a client portal account, so the forms were sent via email, and the date and time were noted.