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Invitation sent via Client Portal

Rochelle Garcia 4 year бұрын в Client Portal • жаңартылды 4 year бұрын • 3

Does anyone know of a report that shows the staff that sent the Client Portal Invitation to a client?  I have a client that received a client portal invitation and we are trying to figure out how it was sent because all of our office staff state they never sent it.

I thought when I went to the Client Portal Manager and looked up the client that information would be there but im not seeing.

Thanks

Tammy 4 year бұрын

When I go into the Client Portal Manager, I can see the forms sent for completion.  There it shows the date, the staff and all of the forms that were sent.

Julie Timm 4 year бұрын

2095 report will show you a list of who has been invited to the client portal.

Rochelle Garcia 4 year бұрын

Thanks for that information.  Im trying to figure out how the client received the invitation.  We have not sent out client portal invitations in a few months and now a particular staff keeps saying her clients are getting these portal invites.  Trying to see who is sending these out.  

When I go to the Client Portal Manager for the client, it only shows the invitation sent - no forms which I feel like is where Ive seen the staff name like you mentioned Tammy but there were no forms sent for this particular client.

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