{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/7aaa26768cd24356bfd192bda8e64857\" frameborder=\"0\" width=\"1280\" height=\"960\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":960,"width":1280,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":960,"thumbnail_width":1280,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/7aaa26768cd24356bfd192bda8e64857-52b683d92fb7324b.gif","duration":467.199,"title":"CRM - How the Client Portal works for consumers -Walkthrough-No HIPPA 👩‍💻","description":"In this video, I guide you through setting up Medicare Pro CRM settings on the Client Portal and what the client would fill out. I demonstrate how to send out client portal links, collect necessary client information, and manage medication details. Action requested: Learn how to streamline client interactions and data entry for enhanced CRM utilization.  NOTE:  At 3:37 of the video, where I added notes to the client portal, I never hit Update so that is why the notes did not carry over into the CRM.\nFor other videos go here: https://www.transitionhealthbenefits.com/medicareprocrm-quo\n\nFeel free to complete my links below, please at the end under the notes add \"testing CRM\"\nWhen you complete the links I will get the SOA and Consent forms automatically. \nHere is my Portal Link for ACA clients: https://www.medicareproapp.com/agent/client/auth?pid=297  note spouses are considered a dependent.\nHere is my Medicare Portal Link: https://www.medicareproapp.com/agent/client/auth?pid=299"}