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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.