Dashboard & Benefits Verification
Viewing Options … Cont’d
Last Updated: June 23, 2025To adjust how you view BV data, start with the view buttons located top right corner of the BV table. These view options are accessible from any menu within the platform. When selecting the “IVR” function, data is pulled from the CRM and is auto-populated into an IVR form. Here you’ll be able print and download this...
Viewing Options
Last Updated: June 23, 2025To adjust how you view BV data, start with the view buttons located top right corner of the BV table. These view options are accessible from any menu within the platform. Use the first button to “Show or Hide Columns“ displayed in the BV table. This lets you narrow down the information to what’s most...
Dashboard
Last Updated: June 23, 2025To adjust how you view BV data, start with the view buttons located top right corner of the BV table. These view options are accessible from any menu within the platform. Hovering over the circle or hamburger icon at the top right corner will activate a dropdown that will allow you to: Activate the toggle...
