Clients

A client is one practice or billing entity you work for. ClaimPod holds many of them, and they never mix.

Everything Is Scoped to the Selected Client

The switcher at the top of the sidebar is not a filter. It decides which client’s data every screen in the app is reading. Patients, claims, queues, reports, imports: all of it belongs to the client currently selected, and switching swaps the entire app to a different set of records.

Data is kept apart at the storage level rather than by a column on a shared table, which is what makes the separation trustworthy rather than a matter of remembering to filter correctly.

Addresses Do Not Carry the Client

A link to a claim or a patient does not name the client it belongs to. Open a colleague’s link while a different client is selected and you will land on the same screen reading the wrong client’s data, or on a record that does not exist there at all.

When you share a link, say which client it is for.

Which Clients You See

Your list is granted per user, not derived from your role. Working across five practices means five grants, and the switcher shows exactly those.

Related: Roles and Access · Getting Started