Managing clients
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Before you can delete a client's information, you must ensure that every claim for the client has been archived.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 ...
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 ...
Adding a new client
To add a new client, you must be logged into the WhisperClaims system Click the link (top row of the WhisperClaims window) You are shown a list of all clients whose accounts you can access Click the button This displays the Add Client form Start ...
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 ...