🎇Guardian/Caregiver Client Selection

Table of Contents

Key Concept

As a guardian or caregiver of multiple clients at KBH, navigating between clients is required to complete tasks for each person on the Client Portal.


Step 1: Log in.

Step 2: Select a Client

  • Clients are listed by name
  • Alert signifies there is a required action for this client
  • Not Verified indicates you have not yet completed the one-time DOB verification for that client.
  • Click the client name you wish to view and verify their DOB to access their information.
  • Here is an example from a testing system (not real names).

 

 

Step 3: Return to the Client Selection List

  • Once a client is selected, to return to the selection list, use the Back button on the page and you will be returned to the screen pictured above.

 

 



 

Written By Amanda Griffin (Super Administrator)

Updated at October 31st, 2024


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