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.

• Related Articles

• Deleting clients

  Before you can delete a client's information, you must ensure that every claim for the client has been archived. See Deleting a claim for how to do this. To delete a client, you must be logged into the WhisperClaims system using either: The user ...

• Accessing a claim through the client view

  To access a Claim, 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 a claim for a Client who is not ...

• Accessing a claim through the workflow dashboard

  To access a claim, 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 a claim for a Client who is not ...

• Accessing your user profile

  To access your profile information, you must be logged into the WhisperClaims system. Once you have logged into your account: Click the button (top-right of the WhisperClaims window) This displays your user profile, which you can update. When ...

• Editing client information

  To edit the 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 ...