Designating a customer as a medical account in WebJoint allows you to cater to their specific needs and ensure compliance with medical regulations. This article guides you through the process of creating a medical customer account within your WebJoint account.
Step-by-Step Guide to Creating a Medical Customer Account:
Step 1: Accessing Customer Management
1. Begin by accessing the left-side navigation menu in your WebJoint account.
2. Click on "Accounts" to access account-related features.
Step 2: Navigating to Customers
1. Within the "Accounts" section, locate and select "Customers." This will lead you to a page displaying a comprehensive list of all the customers in your WebJoint account.
Step 3: Accessing Customer Profile
1. Scroll through the list of customers to find the customer for whom you want to create a medical account.
2. Click on the customer's profile to access their detailed information.
Step 4: Verifying Customer
1. Within the customer's profile, you will see multiple tabs at the top. Select the "Verify Customer" tab to proceed with verifying the customer's medical information.
Step 5: Changing Customer Type to Medical
1. On the "Verify Customer" tab, you will find an option labeled "Customer Type."
2. Click on the dropdown menu associated with "Customer Type" and select "Medical" as the type. This designation categorizes the customer as a medical account.
Step 6: Entering Medical Card Information
1. Once you have selected "Medical" as the customer type, additional form fields related to medical card information will appear.
2. Fill in the required information, including medical card details, expiration date, and any other relevant data.
Step 7: Uploading Medical Card Image
1. In addition to entering medical card information, you will have the option to upload an image of the customer's medical card for verification purposes.
Step 8: Saving Changes
1. After entering the necessary medical information and uploading the medical card image, review the details to ensure accuracy.
2. Once you're satisfied with the information provided, locate the "Save Changes" button. Click this button to finalize the creation of the medical customer account.
Conclusion
Creating a medical customer account in WebJoint allows you to cater to customers with specific medical needs while ensuring compliance with regulations. By following the steps outlined in this guide, you can efficiently designate a customer as a medical account, enter relevant medical card details, and enhance the customer's experience by tailoring your services to their medical requirements.
For more detailed information on managing customer accounts, verifying medical information, or any other aspects of WebJoint, refer to our support resources or reach out to our dedicated customer service team. We are here to ensure that your experience with WebJoint is optimized for efficient and compliant customer relationship management.