In a previous update, we allowed i65 professionals users to essentially set up clients – without creating a client account. This provided professionals with the critical functionality of being able to create RoadMaps with or on behalf of their clients without having to log in as each individual client.
Unfortunately, an unintended consequence of this development was that clients no longer has access to the variety of Medicare tools and educational resournces that they would've had if they had their own i65 accounts.
Through this update, professionals can still generate RoadMaps with or on behalf of clients. However, now, once the RoadMap is complete, professionals can then create i65 account for the client. With access to an individual i65 account, clients can view and download their RoadMaps as well as access all the i65 Medicare tools and resources.