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Manage Clients

When you create a case, you can specify the associated client, mailing address, and authorized recipients.

1. Start a new case and select a test.
2. Select Create.
3. Enter the following information for the client:
• Client details—Client name, contact information, and medical license.
• Institution address—The mailing address for the client institution.
• Recipient—Other recipients authorized to receive reports.
4. For verified clients, select Client is verified.
5. [Optional] Create additional addresses or recipients as follows.
• To create an additional address, select Add Institution Address.
• To create an additional recipient, select Add Recipient.
6. Select Save.