Objective:

To locate and provide the client PIN for accessing the client portal.

Key Steps:

1. Navigate to the open claims section.
2. Select the client's name from the list.
3. Click on the client profile (not the client file).
4. Scroll down and click on "Show Client Profile."
5. Locate the client PIN in the profile information.

Cautionary Notes:

• Ensure you select the correct client to retrieve the PIN.
• Double-check the PIN before providing it to the client.
• Keep the client PIN confidential and secure.

Tips for Efficiency:

• Familiarize yourself with the system navigation to quickly locate the client profile.
• Note any specific client details or identifiers to avoid confusion when selecting the correct client.
• Communicate clearly with the client when providing the PIN for seamless access to the client portal.