Note: A support PIN will be automatically generated for the customer.
Support PIN: CRM
A new item has been added to the 2nd column of the DrChrono Sales CRM called Support PIN. The Support PIN will be displayed here so customer support can use this info to verify the user's identity by clicking the blue Validate button the the right of the Support PIN.
If the PIN matches, green text will be displayed below the Support PIN field: The Support PIN matched.
If the PIN does not match, red text will be displayed below the Support PIN field: The Support PIN did not match.
The screenshots above demonstrate how to validate for a provider on the CRM page, but the validation screen for staff members is a little different and appears as follows (scroll down to Staff Members section):
Support PIN: Account Settings (Web)
A new item has been added to the Profile section of the Account Settings called Support PIN, with the subtitle: 4-digit numeric PIN for account identity verification when you contact customer support.
The existing Drchrono PIN has been changed to DrChrono App Unlock PIN to avoid any confusion between the 2 PIN codes with the subtitle: 4-digit numeric PIN for unlocking the mobile EHR app from inactivity.
The Support PIN and DrChrono App Unlock PIN will be obfuscated and disabled when the user enters the page.
View/Edit Button
A View/Edit button has been added next to each PIN code. When the user clicks on the View/Edit button, a modal opens and asks them to enter their password.
The PINs will not be visible if they cannot confirm their password. If they enter the correct password, this window will close and then display the PIN numbers and enable the fields on the page until they leave the page.
Support PIN: Add Staff
Under Account > Staff Account Information a field called “Support PIN” has been added. This support PIN will be displayed in the staff list of the CRM.
