# MetraCare Overview

You can perform the following tasks in MetraCare™:

- Searching for an Account: You can search for an account using search criteria, such as subscriber name, specific invoice number, address, phone number, or company name. You can also use the "Advanced Search" feature to narrow your search by selecting multiple search criteria.

- Adding a New Account: You can add a new subscriber account to the MetraCare system; however, the subscriber must be using a Service Provider that is part of the MetraTech billing system.

- Viewing and Editing Contact and Account Summary Information: You can view a subscriber's contact and account information to answer subscriber's basic account questions, such as: "When is my next bill due?" You can also edit a subscriber's account information, such as their address and billing cycle.

- Viewing Your Interactive Online Bill: CSRs and subscribers have the ability to view the interactive online bill at the same time.

- Viewing and Editing Payment Methods: CSRs can add Automated Clearing House (ACH) accounts and add or remove credit cards and purchase cards to subscriber accounts.

- Adding, Viewing, and Editing Subscriptions: CSRs can add both individual and group subscriptions to accounts.

- Viewing Rates for an Account: CSRs can view service charge (priceable item) rates and discount rates that apply to an account.

- Setting Custom Rates: CSRs can assign customized rates to subscription components (both individual and group).

- Viewing the Account Log and the Application Audit Log: The Application Audit log records various transactions to the MetraCare system. It differs from the Account log which lets you view a particular subscriber's history with Customer Care.

- Issuing Credits: CSRs can issue credits of any amount and can also approve credit requests from other CSRs and subscribers. CSR access levels may vary at your site.

- Specifying Additional Charges: CSRs can enter additional subscriber charges, such as a translation fee for a conference call.

- Sending E-mail Notification: Subscribers can receive emails notifying them of their new user name and password or receive emails about any approved or denied credits.

- Editing Aliases: You can edit aliases
  , and add and remove aliases to the MetraCare. Aliases are important because they ensure proper account billing by retrieving the correct billing data for MetraTech subscriber accounts from external systems.

- Adding and Updating a CSR: Account Administrators can add new CSRs to the system or update existing CSR information.

- Manage Roles and Capabilities: Account Administrators with the proper privileges can assign roles and capabilities to CSRs and subscribers in order to limit access to MetraCare's functionality and restrict their view of the account hierarchies in your system.

- Manage Hierarchies: If your company is using the Account Hierarchies feature of MetraNet, then Account Administrators can perform various tasks associated with managing these hierarchies. For example, assigning folder ownership, changing payment responsibility for accounts, and moving portions of the hierarchy.