How to Run the Client Access Report
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
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
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 […]