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.

On a screen narrower than 1440 pixels the sidebar starts folded to icons, and the switcher is hidden until you open the sidebar with the Toggle Sidebar button at the left of the header. Once you open it, it stays open.

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, not derived from your role. An administrator assigns you to a client directly, or adds you to a group that can open it, and the switcher shows every client you reach either way. Working across five practices means five grants, or one group that holds all five.

A Suspended Client

An administrator can suspend a client, for example when a contract ends. Everyone keeps read access, but nobody can change its records, and its scheduled tasks stop until it is unsuspended. The switcher marks it Suspended, and every page you open for it carries a banner saying so. Suspending is also the first step towards deleting a client for good - see Clients.

Related: Roles and Access · Getting Started