Client Groups allow administrators to configure corporate accounts, group discounts, and compliance units within PC Connect. When multiple client accounts belong to the same parent organization — or share a contract structure, discount schedule, or regulatory compliance requirement — a Client Group provides the mechanism to model and manage that relationship in one place.Documentation Index
Fetch the complete documentation index at: https://mintlify.com/yoelrrg-code/pcconnect/llms.txt
Use this file to discover all available pages before exploring further.
What Client Groups Do
Navigating to ENROLLMENT → Client Group (path#client-group) opens the Client Groups view. The description rendered in the dashboard reads:
Configure corporate accounts, group discounts, and compliance units.A group acts as a logical container, linking individual client records together under a shared configuration so that policies, discounts, and compliance rules can be applied consistently across all members of the group.
Creating a Group
A Create Group button is prominently available in the Client Groups view. Use it to define a new group and begin associating client accounts.Define the group configuration
Provide the group details — such as the corporate account name, applicable discounts, and compliance unit designation — then save to create the group.
Associate client accounts
Once the group exists, link the relevant Client Management records to it so that shared settings apply across all member accounts.
Navigation
Client Groups are accessible from the sidebar under the ENROLLMENT group:| Sidebar Group | Item | Path |
|---|---|---|
| ENROLLMENT | Client Group | #client-group |
Multi-Location Organizations
Client Groups are especially useful for healthcare organizations that operate across multiple locations. Instead of managing corporate account settings, group-level discounts, or compliance unit assignments on each client record individually, you can define those settings once at the group level and apply them to all member clients simultaneously. This keeps configuration consistent and reduces the risk of discrepancies between locations.
A06, A06A, A06B, and A06C for four separate locations — could be represented as a single Client Group, with group-level rules automatically inherited by each location’s client record.