How to Quickly and Easily Enroll a New Client
CC

Compliant Clients

Created Aug 19, 2022

How to Quickly and Easily Enroll a New Client

Quickly and easily enroll your client for pharmacy and transportation coverage in under 2 minutes.

113
1

After you log in, click on Enroll New Client

After you log in, click on Enroll New Client
2

Step 1: Client Details - Enter Client Details

Fill out your client's demographics first. The client's contact number should be their MOBILE number.

Step 1: Client Details - Enter Client Details
3

Step 1: Client Details - Fill out Address Details next

This is where you enter your client's home address

Step 1: Client Details - Fill out Address Details next
4

Step 2: Case Details

Tell us about your client's injury

Step 2: Case Details
5

Step 2: Select what services your client needs

Do they need transportation, pharmacy or both?

Step 2: Select what services your client needs
6

Step 2: Select what services your client needs

Pro-Tip: Ask your clients if they need transportation or pharmacy coverage during case intake. This way, you can help prevent gaps in treatment by identifying them early on!

Step 2: Select what services your client needs
7

Step 2: Select why your client has opted to use Compliant Clients

There is a drop-down where you can choose the best answer.

Step 2: Select why your client has opted to use Compliant Clients
8

Step 2: Click on Save & Next

Step 2: Click on Save & Next
9

Step 3: Agreeing to our Terms of Service

To view our letter of protection before signing, click on the 'Terms of Service' hyperlink.

Step 3: Agreeing to our Terms of Service
10

Step 3: Check the box, sign and submit!

Step 3: Check the box, sign and submit!
11

Step 3: Upon submission, the letter of protection terms are emailed to you.

Our case managers will review your submission and if approved, you will receive an email in as quick as 15 minutes!

Step 3: Upon submission, the letter of protection terms are emailed to you.
12

Contact us if you have any questions

Improve your case outcomes by preventing gaps in treatment!

Contact us if you have any questions
Well done!
Create how-to guides like this in a snap. Get Tango now.