How To Search/Locate Customer

2 Step 1 – Hover over “Manage Individual” & click on “Assist an Individual.

3 Step 2 – Type in First & Last Name or complete SSN# (if available). NOTE: Other available customer detail can also be used to identify if the customer is already registered. The customer name detail is not case sensitive.

4 Step 3 – If the search locates more than one customer with the same name re-verify the customer using the last 4 of their SSN#’s to make sure that is the correct customer. NOTE: Name and SSN fields are sortable

5 Step 4- Click on the customers last name to “Manage” the customer.

6 Step 6- Click on the blue “Client” link to access the customers’ application.

7 Step 7 – If the customer is a carry- over (from either JTA or SMARTware) some customer detail may need to be entered or updated

8 Step 8 – If necessary, enter a Scan card # for the customer. The new card # will populate the “ScanCard ID” cell. Click on “Save”.

9 Step 9 - Change old card for new one, highlight the old card Step 9 – Hover over “Manage Scan Card”, then click on “Manual Scan Services”.

10 Step 10 – Scan the card number with the Hand Scanner.

11 Step 10 – The customer’s account will pop up automatically, Scroll down the page and select all the Services that are being rendered. Click on “Save” at the bottom of the page.

12 Step 11 – “Services Recorded Successfully” message will display when the customer has been scanned correctly, Be sure to “Release Individual” so that you can manage the next customer.