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Client Profile Link in the Claim and Claim Report Pages

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  • Ruth

    Hi Melanie - Currently, if you click the Back link on a claim, you'll be directed back to the page you were in before. If you want to go directly to the client's file, I'd recommend typing their name into the blue search bar at the top of your account, click on the client's name from the search options, pictured here:

     

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