Adding Certifications

If certifications are a set, a client must meet the requirements, sometimes within a specific area, to be able to use a paratransit service.

Before you begin

A client profile must be open.

About this task

Basic client eligibility is summarized on the Certification tab in the Clients page.

Procedure

1. In a client profile, click the Certification tab.
   The Certification tab opens.
   
   
2. Type a provider in the Medicare box, and type or select a date in Effective Date.
3. Type a provider in the Medicaid box, and type or select a dates in Effective Date.
4. Type or select a date in Eligible From and Eligible To.
5. Type or select a date in Suspended From and Suspended To.
6. Turn the Permanent Condition and Visitor toggle ON.
7. Select a status in the Certification Status dropdown list, and type or select a date from Date.
8. Type information in Note
9. Click Save.