Client "Face Sheet"

Ashley 6 years ago in Clients Module updated by Sam 6 years ago 3

Is anyone aware of a printable option in Procentive for a client "face sheet"?  Basically a one sheet report with client's address, phone number, DOB, insurance policy info, primary diagnosis, etc.  I have had a couple of requests from insurances companies for this when a fax is required for authorization.


We use the "client verification" sheet that  you can print.

(Clients > select client > bottom left of client window has a drop down that says "print" > choose whichever one is appropriate for what you need)

This is exactly what I needed - thank you, Sam!