Accessing clients

Accessing clients

To access information for a Client, you must be logged into the WhisperClaims system using either:

  • The user account to which the client is allocated, or

  • An account that has access to view All clients & claims

If you need access to information for a Client who is not currently allocated to you, you must ask an administrator to either reallocate the client to you or to give your user account All clients & claims access.

Once you have logged into your account, click the  link (top row of the WhisperClaims window). You are shown a list of all client accounts you can access.

There are two ways to locate a Client:

  • Use the Search box to specify the name of the client
    When you start typing the Client’s name in the Search box, the system filters the clients to list only the clients that match what you have typed

  • Use a filter to reduce the number of clients to search through. You can use the drop-down menu to filter on the name of the user that the client is allocated to

You can also use the   controls (bottom of the WhisperClaims Claims window) to display more of the clients you have access to.

To select a client account, simply click on the client name. This displays all claims for the client and also allows you to Delete or Edit the client, and work on their claims.

By clicking the 'Clients' link, you can return to the Clients list at any time.

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