How to Bulk Enable NDIS PACE API Access for your Clients
Follow these steps to set the NDIS PACE API Access flag to true in bulk for your Clients.
1. Click CRM in the menu, then select Clients from the drop-down list.
2. The Client List screen displays.
3. Select the Show PACE API Clients Only filter.
4. Choose
the clients to enable NDIS PACE API access.
5. Under the Action menu, click to select PACE – Enable API Access.
6. A
confirmation pop up dialog displays—click Confirm or Cancel.
On
confirmation:
- The
system bulk updates the PACE API Access checkbox for selected clients.
- A
summary is displayed showing how many were processed successfully or
failed.
7. From the Client List, click to select
Show PACE API Clients Only filter to view updated profiles.
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