Accessing client information

Certain client information is available on the BMT Welcome screen, accessed by clicking Welcome. This screen displays your Client Authorizations, a list of clients for which you have access.

For each client, it shows:

Plan— the organization providing benefits to the client
Application — the toolkit(s) to which you have access for this client
Client Name — the name of the client
Client Specified ID — the client ID number, formerly known as the group number
SubClient Authorizations — the subclients to which you have access

Additional client information, such as client benefits, can be accessed through Client Benefits; see Viewing client benefits for more information.