HealthConnect User Guide - (Page 8)

Client Profile Screen 1. all group information 2. plan manager: Shows all plans quoted 3. group Census: Shows census information entered 4. generated reports: Shows all reports (including physician reports and generated quotes) 5. Documents: Shows any documents you loaded outside of HealthConnect 6. Communication log: Shows the history of any faxes or emails generated from site 7. Client notes: Allows multiple people to work in the same group and write notes 8. HrConnect options: Input the required fields in order to create a Human Resources administrator and a Generic EE account login for the HRConnect 9. other tools a. Network Analysis b. Report Generator c. Proposal Center 8

Table of Contents for the Digital Edition of HealthConnect User Guide

HealthConnect User Guide
Introduction
Quoting
Advanced Quoting Features
Client Profile Screen
HealthConnect Tools
Icon Legend

HealthConnect User Guide

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