Managing Clients and Completing Client Requirements
- Maria Tarnopolskaya (Unlicensed)
- Anastasia Simonovich
- Anastasia Medovkina (Deactivated)
After accepting a client’s invitation into their Private Network, you are requested to complete the requirements (client rates, insurance requirements, and others) to ensure your work proceeds smoothly and aligns with the negotiated agreements.
A client may request this information at the time of invitation to their Private Network or at any point afterward. Regardless of when they make the request, in the Clients section, you can manage these client-specific requirements in the same way. The information you provide in the Clients section is private between you and that client.
A client may not agree to start working with you until the client requirements are complete and accurate.
On the Clients tab in the top navigation bar, the outstanding client requirements are displayed.
Click the Clients tab to view the Clients List and your progress on completing their requirements. The Clients List page opens. 
On the page, you can see the following:
Client Network Stages. Your clients are grouped by the stage you are at in joining their Private Network.
- Progress Bars. A progress bar under each company name shows how many of client's requirements you have met.
Requirements Completion Statuses. The statuses indicate the level of requirements completion.
- Contact Information. Should you need to reach out to the client with questions about COI requirements, rate approvals, and other questions when onboarding, click Contact to view the client’s contact information.
In the overlay that appears, you can find the client’s phone number, location, current payment terms, and more. Expand the Additional Contact Info section to view additional information. 
Navigating to Client Requirements
There are two ways to navigate to the Client Requirements page:
- From the top navigation bar, click Clients. The Clients page appears.
- Click Continue next to the desired client. The Clients page for the applicable client appears.
-OR-
- From the home page, under the hamburger menu on the top left, click Administration > Clients, the Clients page for the applicable client appears.
- Click Continue next to the desired client. The Clients page for the applicable client appears.
