MRS Claims | Verifying Client Dashboards SOP

Objective: This SOP outlines the process for Royal Executive Assistants to verify and ensure client dashboards are set up correctly in SuiteDash.

Step 1: Log into SuiteDash

1. Go to SuiteDash.
2. Log out of the current account (if necessary).
3. Log in to Mrs. Claims' account.

Step 2: Understanding the Client Dashboard

1. Navigate to Content > Dashboards to review what a client dashboard looks like.
2. The standard client dashboard contains:
   • A welcome message.
   • A Click Here for Place Submission button.
   • A video.
   • Clickable links.

Step 3: Creating a Dashboard for Another Client

1. Check internal messages to confirm that the client has been onboarded and only needs their dashboard set up.
2. Ensure they have access to upload billing documents, similar to other companies (e.g., Clearwater, M&E).

Step 4: Verifying Dashboard Setup

1. Navigate to Companies in SuiteDash.
2. Locate the specific company (e.g., M&E, Clearwater).
3. Use the Filter function to search by company name.
4. Click on the company name and select Impersonate to view the client's dashboard as they see it.
5. Verify that the dashboard contains:
   • The same layout as other companies.
   • The necessary upload sections and links.
   • The standard client access settings.

Step 5: Confirming and Communicating Completion

1. Screenshot the verified dashboard for reference.
2. Send confirmation to client. 
3. If any specific client requires additional features, cross-check with other dashboards and adjust accordingly.

Notes & Best Practices

• All clients receive the same dashboard automatically upon onboarding.
• If a client requests a dashboard but already has access, clarify this with a screenshot.
• Use impersonation to verify rather than making unnecessary changes.
• Keep communication clear and concise when informing the requester.