How To Search/Locate Customer. 2 Step 1 – Hover over “Manage Individual” & click on “Assist an Individual.

How To Search/Locate Customer

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Step 1 – Hover over “Manage Individual” & click on “Assist an Individual.

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Step 2 – Type in First & Last Name or complete SSN# (if available).

NOTE: Other available customer detail can also be used to identify if the customer is already registered. The customer name detail is not case sensitive.

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Step 3 – If the search locates more than one customer with the same name re-verify the customer using the last 4 of their SSN#’s to make sure that is the correct customer.

NOTE: Name and SSN fields are sortable

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Step 4- Click on the customers last name to “Manage” the customer.

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Step 6- Click on the blue “Client” link to access the customers’ application.

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Step 7 – If the customer is a carry-over (from either JTA or SMARTware) some customer detail may need to be entered or updated

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Step 8 – If necessary, enter a Scan card # for the customer. The new card # will populate the “ScanCard ID” cell. Click on “Save”.

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Step 9 - Change old card for new one, highlight the old card Step 9 – Hover over “Manage Scan

Card”, then click on “Manual Scan Services”.

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Step 10 – Scan the card number with the Hand Scanner.

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Step 10 – The customer’s account will pop up automatically, Scroll down the page and select all the Services that are being rendered. Click on “Save” at the bottom of the page.

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Step 11 – “Services Recorded Successfully” message will display when the customer has been scanned correctly, Be sure to “Release Individual” so that you can manage the next customer.