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Where can I find the medical aid company name in the client profile?
Where can I find the medical aid company name in the client profile?

Client Profile

Updated over 2 weeks ago

To locate and add the medical aid company name in a client profile:

  • Navigate to the client’s profile.

  • Click on the menu option (three dots in the top right corner).

  • Select “Edit” to access the client’s information.

  • Locate the field for "Medical Aid Company Name" and add or update the relevant information.

  • Click "Save" to ensure the changes are applied.

This ensures accurate billing and streamlined medical aid reimbursement for your clients.

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