Setting up a new client

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Ellen Recker

• January 26, 2023 22:55

When setting up a new client today, after entering all the information, I clicked on Continue and received a pop-up that said: Could not save client - record not found.

I have no idea why this happened. It is a self-pay client. When I changed the record to insurance, the record was successfully saved.

Can anyone tell me why I wasn't able to save the record when I indicated the client was being billed as Self-Pay?

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  Brearley Khan

  • January 26, 2023 23:30

  The same exact thing just happened to me. Private pay, new client. Don't know why I can't make it work.

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