Client Management: Accounts, Profiles & Service Locations

Client Management is the central registry for every client account in PC Connect. Each client represents a medical practice, staffing group, or healthcare entity contracted through your organization. Within Client Management you can browse all client records in a searchable, filterable table, open rich profile pages to review or update detailed information, and add new clients at any time via the Add Client modal.

Client Data Model

Every client record conforms to the following TypeScript interface, sourced directly from client-management-view.tsx:

export interface Client {
  id: string;
  dataSet: string;  // e.g. 'A01'
  los: number;      // Location of Service number
  name: string;
  address: string;
  city: string;
  state: string;
  zip: string;
  phone: string;
  fax: string;
  start: string;    // YYYY-MM-DD
  end: string;      // YYYY-MM-DD or empty string
  active: 'Yes' | 'No';
}

dataSet

string

required

Unique dataset code for the client (e.g. A01, A06B). Clicking the code in the table opens the client’s profile view.

los

number

required

Location of Service number. A client with multiple physical locations uses sub-coded entries sharing the same name (e.g. A06, A06A, A06B, A06C).

name

string

required

Full legal name of the client organization.

address

string

required

Street address, which may include a suite on a second line separated by \n.

city

string

required

City of the client’s primary address.

state

string

required

Two-letter state abbreviation (e.g. MI, MN, VA).

zip

string

required

ZIP or ZIP+4 postal code.

phone

string

Primary phone number. May be empty if not on file.

fax

string

Fax number. May be empty if not on file.

start

string

required

Contract start date in YYYY-MM-DD format.

end

string

Contract end date in YYYY-MM-DD format, or an empty string if the contract is ongoing.

active

'Yes' | 'No'

required

Whether the client account is currently active.

Sample Dataset Codes

The table below shows the sample dataset codes present in the application, illustrating how a single client can span multiple LOS sub-entries:

Data Set	LOS	Client Name	City	State
A01	1	South Shore Anesthesia Staffing, LLC	Marquette	MI
A02	1	Elite Anesthesia LLC	Minneapolis	MN
A03	1	UP Bell Hospital Anesthesia	Ishpeming	MI
A04	1	Fairfax Colon & Rectal Surgery	Fairfax	VA
A05	1	AAS Indiana, LLC	Novi	MI
A05A	2	AAS Indiana, LLC	Novi	MI
A06	1	Detroit Anesthesia Group LLC	Novi	MI
A06A	2	Detroit Anesthesia Group LLC	Dearborn Heights	MI
A06B	3	Detroit Anesthesia Group LLC	Trenton	MI
A06C	4	Detroit Anesthesia Group LLC	Troy	MI
A07	1	Michigan CRNAS Staffing LLC	Novi	MI

Dataset codes like A06, A06A, A06B, and A06C all belong to the same parent organization (Detroit Anesthesia Group LLC) but represent distinct physical locations, each with its own LOS number, address, and phone.

Table Features

The client list view provides a full suite of search, filter, pagination, and export tools.

Global Search

A Search bar in the toolbar matches input against all text columns simultaneously — dataset code, name, address, city, state, ZIP, phone, fax, start date, and end date.

Per-Column Filters

Toggle the filter row using the Filters button in the toolbar. Each column exposes its own filter control:

Column	Filter Type
Data Set	Text — “Contains”
Name	Text — “Contains”
Address	Text — “Contains”
City	Text — “Contains”
State	Text — “Contains”
Zip	Text — “Contains”
Phone	Text — “Contains”
Fax	Text — “Contains”
Start Date	Date picker — “Is”
End Date	Date picker — “Is”
Active	Dropdown — All/Yes/No

Pagination

The table is paginated. Use the pagination controls at the bottom-right to change pages or adjust the rows-per-page setting (options: 5, 10, 20).

CSV Export

Click the Export button in the toolbar to download the currently visible (filtered) client list as a clients_management.csv file. The export includes all columns: Data Set, LOS, Name, Address, City, State, Zip, Phone, Fax, Start, End, and Active.

Adding a Client

Click the + (Plus / Add Client) button in the toolbar to open the Add Client modal. The form requires the following fields before the record can be saved:

Required Fields
Optional Fields

Data Set — unique code (e.g. A08)
LOS — location of service number (default 1)
Client Name — full legal name
Address — street address line
City
State — two-letter abbreviation
Zip — postal code
Start Date — contract start (YYYY-MM-DD)

Phone — primary phone number
Fax — fax number
End Date — contract end date (leave blank for ongoing)
Active — defaults to Yes

The Add button remains disabled until all required fields (Data Set, Client Name, Address, City, State, Zip, and Start Date) are filled in.

Client Profile View

Clicking any Data Set code in the table opens the full Client Profile view for that record. The profile is organized into a header banner with navigation tabs and several detail cards.

Profile Header

The profile header displays:

A circular avatar showing the Data Set code
The Client Name as the profile title
Three navigation tabs: Client (active by default), Banks, and Systems

Client Information Card

Name

Full legal name of the client, editable via text field.

Location of Service

Numeric LOS value, editable via number field.

NPI

National Provider Identifier number, editable via text field.

Start Date / End Date

Contract date range, each editable via a date picker (YYYY-MM-DD).

Toggles

Three boolean switches: Credential Necessary, Credential Verification, and Active.

Contact Card

The Contact card has six sub-tabs, each holding the same set of address and communication fields for a different contact type:

Address 1, Address 2, City, State, Zip, Phone, Fax

Business Card

Field	Description
EIN	Employer Identification Number (e.g. `85-1930565`)
Entity Type	Legal entity classification
Entity Date	Date the entity was established
Fiscal	Fiscal year identifier
Permit #	Business permit number
Effective	Business permit / license effective date
Expiration	Business permit / license expiration date

Administration Card

The Administration card captures staffing privilege toggles and contact information for the physician and administrator on record. Privilege Toggles:

Nurse Practitioners — on/off
Physician Assistants — on/off
Residents/Fellows — on/off

Physician sub-block: Name, Phone, Fax Administrator sub-block: Name, Phone, Fax

Malpractice Card

Field	Description
Legal Name	Legal name on the malpractice policy
Carrier	Insurance carrier
Policy #	Policy number
Effective	Policy effective date
Expiration	Policy expiration date
Limit Occurrence	Per-occurrence liability limit
Carrier Aggregate	Carrier aggregate liability limit

Client Management is accessible from the sidebar under the ENROLLMENT group:

Sidebar Group	Item	Path
ENROLLMENT	Client Management	`#client-management`

Once a row is selected, the active path changes to #client-profile to render the individual client profile. Clicking Management in the breadcrumb returns you to the client list.

Admin

Enrollment

Operations

Client Management: Accounts, Profiles & Service Locations

Client Data Model

Sample Dataset Codes

Table Features

Global Search

Per-Column Filters

CSV Export

Adding a Client

Client Profile View

Profile Header

Client Information Card

Contact Card

Business Card

Administration Card

Malpractice Card

Navigation

Build docs developers (and LLMs) love

Admin

Enrollment

Operations

Documentation Index

​Client Data Model

​Sample Dataset Codes

​Table Features

​Global Search

​Per-Column Filters

​Pagination

​CSV Export

​Adding a Client

​Client Profile View

​Profile Header

​Client Information Card

​Contact Card

​Business Card

​Administration Card

​Malpractice Card

​Navigation

Build docs developers (and LLMs) love

Client Data Model

Sample Dataset Codes

Table Features

Global Search

Per-Column Filters

Pagination

CSV Export

Adding a Client

Client Profile View

Profile Header

Client Information Card

Contact Card

Business Card

Administration Card

Malpractice Card

Navigation