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.
- In the Clients module, select a client.
- Click the 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.
From the Overview tab on the Client's Profile, a CSR can also Create a Note about the Client, Send the Client a Password Reset Email, Unsubscribe a Client from Marketing Emails, or Disable or Enable the client.