WI · guidance
Wis. ForwardHealth Online Handbook, Hospice, Topic #4913
Portal Clerks
The administrator (or the clerk administrator if the administrator has granted them authorization) may set up clerks within their
ForwardHealth Portal account. Clerks may be assigned one or many roles (for example, claims, PA (prior authorization), member
enrollment verification). Clerks do not have the ability to establish, modify, or remove other accounts.
Once a clerk account is set up, the clerk account does not have to be established again for a separate Portal account. Clerks can
easily be assigned a role for different Portal accounts (for example, different ForwardHealth enrollments). To perform work under
a different Portal account for which they have been granted authorization, a clerk can use the switch org function and toggle
between the Portal accounts to which they have access. Clerks may be granted different authorization in each Portal account (for
example, they may do member enrollment verification for one Portal account and HealthCheck inquires for another).
Provenance
- Source
- www.forwardhealth.wi.gov
- Retrieved
- 2026-10-02
- Edition
- forwardhealth-hospice-2026-10-01
- Content hash
2d1e8994633607bc310f3948988c4073187d1bf30d6a6be527bc3544cb0bf713
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