Objective:
To locate and provide the client PIN for accessing the client portal.
Key Steps:
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Navigate to the open claims section.
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Select the client's name from the list.
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Click on the client profile (not the client file).
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Scroll down and click on "Show Client Profile."
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Locate the client PIN in the profile information.
Cautionary Notes:
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Ensure that you are selecting the correct client to retrieve the PIN.
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Double-check the accuracy of the PIN before providing it to the client.
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Keep the client PIN confidential and secure.
Tips for Efficiency:
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Familiarize yourself with the navigation within the system to quickly locate the client profile.
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Take note of any specific client details or identifiers to avoid confusion when selecting the correct client.
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Communicate clearly with the client when providing the PIN for seamless access to the client portal.