Introduction
The Account Manager Portal is a dedicated web application designed to support Account Managers in managing client information, monitoring operational activities, and overseeing invoice and payment processes within the Sensible Care platform. The portal provides a centralised workspace that enables Account Managers to efficiently access client records, review financial information, and perform day-to-day account management activities.
Account Manager On-boarding
Receiving the Invitation
Dashboard
Overview
Invoice Approval
Overview
Create and Export Batches
Overview
Bulk Invoice Upload
Overview
Client Statements
Overview
Support
Overview