Add Client (KASA)

IMPORTANT: Add Client information that the Insurance Company has on file for them to ensure that claims will file properly.

1. Hover over My Clients in the navigation bar, and select Add Client from the drop-down.
   
   
   
2. Add Client Contact information.
   
   
   
3. Add Client Demographic information.
   
   
   
   
4. Select Client Settings.
   • Send E-Statements - Enable to send email Statements to Client once they have paid.
   • Email/Text Appointment Reminders - Enable to send the Client Appointment Reminders.
   • Appointment Reminder Number - This is the number you will call to remind the Client of their Appointment.
   • Okay to Leave Message
   • Assigned Provider - Select desired Provider. Doing so will enable assigned Provider to see their Client list.
   • Active - Leave as default to have Client Active in KASA.
     
     
     
5. Click Save.
6. You will be redirected to the Client Profile where you can add or edit additional Client information.