How to Run the Client Access Report

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With the client open, click the Search icon.  Type Client Access in the Search Bar.  Click to select,Staff Client Access Tracking (Client) A new window will open with the report.  […]

How to See a List of Disclosure Requests

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This is done via a list page.   1. Click the search icon.  2. Type “Disclosures/Requests” in the search bar.  3. Select “Disclosures/Requests (My Office)” from the search results.    This […]

How to Document a Disclosure Request

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Requests can be initiated here and saved without completing the Disclosure section of the screen. This allows staff members to consider and work requests, which will remain open and accessible […]