Client portal (TPA)
- Clients are on the 🏢 Clients tab: carriers, MGAs, self-insured employers, public entities and programs.
- Portal users: on the team page's Client portal tab, pick the company and enter name and email. They get a temporary password (emailed if delivery is set up, or use Copy sign-in details) and sign in at your Claimsfy address with their email address.
- Shared claims:
- Claims that came in through that company's submission link, intake email or RMIS import are shared automatically.
- For any other claim, the examiner presses 🏢 Client in the claim and chooses the company.
- What client users see:
- Status and progress, their claim number and yours, the loss date and the examiner's name and email.
- What your team sends through 🏢 Client: messages, documents and authority requests to approve or deny.
- What client users can do: send new claims (＋ New assignment), upload documents, reply to messages and download loss runs you share (Reports).
Internal notes, reserves, estimates, photos and other clients' claims are never shown in the portal; reserves reach a client only in a loss run you choose to share. An administrator can turn the portal off on the team page.
Client portal guide.pdf is a one-page guide you can send to client users. Claims team quick start.pdf is for your examiners and claims managers.