Documentation

Documentation on the feature-set and use of features found in the the Client Center.

Managing Client Information (Adding, Editing and Deleting Clients)
Users can add new Client Information records to ElderSuite from two separate locations, either the Client List or the Client Center. The Client List is the ...
Tue, Apr 21, 2020 at 5:49 PM
Client List Explained
The Client List, displayed below, is where you can find and access all your Client's/Member's/Patients's information. The Client List window can...
Fri, Jul 21, 2023 at 4:44 PM
Manage Attendance & Transportation Records
The ability to manage Attendance & Transportation Records (add, edit & delete) is accessed via the Attendance & Transportation Records button fo...
Tue, Apr 21, 2020 at 5:51 PM
Managing Payment Types
Introduction Users can Manage Payment Types from both the Client Center and the Claim Center. Starting from either location will achieve the same result. M...
Tue, Apr 21, 2020 at 5:56 PM
Using ElderSuite’s Attendance & Transportation Records to Automate Billing
Why entering a pickup time is more powerful than you think. Introduction If you’re manually calculating units and building claims from scratch, you'r...
Sun, Aug 3, 2025 at 2:45 AM