Clients (HCPs) are automatically prepopulated in CEX360 from the external Clients and Accounts database. The users of CEX360 can search / filter Clients but cannot add new ones or delete Clients.

To access the Accounts section select Setup from the top menu and then the Clients Tab

                                                                    Accessing Clients

CEX360 does not automatically display the list of Clients as they are too many and there’s no real business need to see the list of all clients. To see clients we need to either:

• Search Clients by name - approximate matches are displayed; if multiple clients match the string introduced in the Name filter, the first 20 matches will be displayed. We should try to make the search specific
• Search by Client MDM code - there is only one possible match
• Filter Clients by their Parent Account MDM Code

NOTE that if we want to search the clients of an Account and we know the Account Name but not the Account MDM we should go to the Setup -> Accounts Tab and:

• search the account by name
• Select the right account from a potential list of multiple accounts matching the search
• Click View Clients Link from the top right of the Account Details pop up screen

Applying the Search / Filter parameters will generate a filtered Clients List where for each Client we can see their: Name, MDM Code and Primary Account

Click on a Client’s row from the filtered Clients List to see the Client Details:

                                                                           Client Details

Apart from the Name and MDM code for the selected Client we can see:

• The List of Account to which the Client is affiliated
• The List of Specialties the respective client has and which is the primary one
• The List of Addresses associated with the Client, and which is the primary one

Clicking on an Account name in the Account List will redirect us to the Setup -> Accounts Tab and filter the Account List for the selected Account. In the Account Tab click on the Account to see the account details.