Customer Status Report

Multiple search criteria allow admin users to locate different customers and check their status, and provides additional information about the customer. You can assist the payer with changes to their profile.

The information found within the Customer Status Report can be used to verify the customer as they call in with questions. You are able to find the user with multiple fields such as Login ID, name, email address, phone number (if provided), or specific account number.

Once the search results are provided you can use the information to further verify the customer. Recommendation would be to use different information than what was used to find the customer account. For example: If the customer provided their account number, ask them to verify their login ID or address.