If a client calls technical support to report an issue with the Client Portal, the Customer Service Representative–or CSR–should follow this process to log into the client's account on the portal to diagnose the issue or walk the client through a process. However, the CSR should not use the Client Portal to process an order on the client's behalf. Instead, the CSR should use the Orders module to Create a New Order for the client.
Required permission(s): client_read
In the Clients module, select a client.
icon in the top-right corner of the Overview section. This opens a menu of options.
Select Log in as Patient to access client's account in the Client Portal.
Note: If this doesn't work, select enable popups from the browser's settings.