It works for your client but you have to open them in the provider screen, versus their case. When you search for a client and click their name once, at the top is a button that says "View Contact". That opens them in the provider screen where you can use the copy name and address function.
It works for your client but you have to open them in the provider screen, versus their case. When you search for a client and click their name once, at the top is a button that says "View Contact". That opens them in the provider screen where you can use the copy name and address function.