Find a Customer

Some offices, like billing services, need to toggle between different customers. Follow the steps below to find an existing customer under your account.

  1. Select Account Administration > Customer Management.

  2. Scroll through the customer list. Or use the Find in Table field to locate a customer account.

  3. Click on the Customer to see specific details about the account (e.g., customer #, status, date opened.)..

If you want to log in to a customer reference the Switch Customers Help Article.