{"id":196,"date":"2021-05-24T21:06:48","date_gmt":"2021-05-24T21:06:48","guid":{"rendered":"https:\/\/www.wellreceived.com\/blog\/?p=196"},"modified":"2025-10-10T12:52:47","modified_gmt":"2025-10-10T12:52:47","slug":"client-web-access","status":"publish","type":"post","link":"https:\/\/www.wellreceived.com\/blog\/client-web-access\/","title":{"rendered":"How to: Client Web Access"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">About CWA&nbsp;<\/h2>\n\n\n\n<p><strong>Client Web Access (CWA)<\/strong> <b>portal is an all-in-one tool for all things management.<\/b> At WellReceived every customer has access to their CWA portal. This is your online dashboard where all of your information is stored ranging from incoming calls, chat, appointments, and emails. You also have access to your invoices and usage details.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">The different tabs&nbsp;<\/h2>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Stay-up-date with Messages<\/h3>\n\n\n\n<p>Let\u2019s begin with the Messages tab. Here you can view all of your messages&nbsp; including details of the contact information, location, time and date, and call type. Stay-in-the-know by listening to recorded calls at your discretion.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"520\" src=\"https:\/\/storage.googleapis.com\/wr_blog\/1\/2021\/05\/Messages-1024x520.png\" alt=\"\" class=\"wp-image-656\" srcset=\"https:\/\/storage.googleapis.com\/wr_blog\/1\/2021\/05\/Messages-1024x520.png 1024w, https:\/\/storage.googleapis.com\/wr_blog\/1\/2021\/05\/Messages-300x152.png 300w, https:\/\/storage.googleapis.com\/wr_blog\/1\/2021\/05\/Messages-768x390.png 768w, https:\/\/storage.googleapis.com\/wr_blog\/1\/2021\/05\/Messages.png 1204w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Keep up with your Contacts<\/h3>\n\n\n\n<p>Next we have the Contacts tab, this is where you can view everyone in your contacts list. This tab provides you with data on the frequency of a caller and what the call was about.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"512\" src=\"https:\/\/storage.googleapis.com\/wr_blog\/1\/2021\/05\/Contacts-CWA-1024x512.png\" alt=\"\" class=\"wp-image-657\" srcset=\"https:\/\/storage.googleapis.com\/wr_blog\/1\/2021\/05\/Contacts-CWA-1024x512.png 1024w, https:\/\/storage.googleapis.com\/wr_blog\/1\/2021\/05\/Contacts-CWA-300x150.png 300w, https:\/\/storage.googleapis.com\/wr_blog\/1\/2021\/05\/Contacts-CWA-768x384.png 768w, https:\/\/storage.googleapis.com\/wr_blog\/1\/2021\/05\/Contacts-CWA.png 1207w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Stay-in-the-know with Reports<\/h3>\n\n\n\n<p>The Reports tab is a client favorite. In this section of your <em>CWA<\/em>, you can view reports on the number of calls, usage history, and average duration of calls. You can also filter your reports by date for insights on your monthly usage. At WellReceived, our <a href=\"https:\/\/www.wellreceived.com\/plans\">plans<\/a> are flexible and can be scaled up or down depending on your practice needs.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"577\" src=\"https:\/\/storage.googleapis.com\/wr_blog\/1\/2021\/05\/Reports-1024x577.png\" alt=\"\" class=\"wp-image-210\" srcset=\"https:\/\/storage.googleapis.com\/wr_blog\/1\/2021\/05\/Reports-1024x577.png 1024w, https:\/\/storage.googleapis.com\/wr_blog\/1\/2021\/05\/Reports-300x169.png 300w, https:\/\/storage.googleapis.com\/wr_blog\/1\/2021\/05\/Reports-768x433.png 768w, https:\/\/storage.googleapis.com\/wr_blog\/1\/2021\/05\/Reports-1536x865.png 1536w, https:\/\/storage.googleapis.com\/wr_blog\/1\/2021\/05\/Reports-2048x1153.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">All about Billing<\/h3>\n\n\n\n<p>Moving on to the Billing tab, this is where you can see your monthly usage and billing information. View and track your invoices, transactions, and dues all in one place. Looking to upgrade your plan? No problem, just choose your new plan in the Billing tab and you\u2019re all set.&nbsp;<\/p>\n\n\n\n<p>We also offer autopay for those who prefer a hands-off billing process.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"514\" src=\"https:\/\/storage.googleapis.com\/wr_blog\/1\/2022\/01\/Billing-1024x514.png\" alt=\"\" class=\"wp-image-660\" srcset=\"https:\/\/storage.googleapis.com\/wr_blog\/1\/2022\/01\/Billing-1024x514.png 1024w, https:\/\/storage.googleapis.com\/wr_blog\/1\/2022\/01\/Billing-300x151.png 300w, https:\/\/storage.googleapis.com\/wr_blog\/1\/2022\/01\/Billing-768x386.png 768w, https:\/\/storage.googleapis.com\/wr_blog\/1\/2022\/01\/Billing.png 1207w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Let&#8217;s Manage<\/h3>\n\n\n\n<p>Lastly, we have our Manage tab. This is the section where clients go to for important phone numbers, staff, integrations, add-ons, referrals, data, and blocked contacts.&nbsp; Manage staff information and keep track of add-on features such as IVR, CRM, ChatSupport and more. Under referrals you can view and share your unique WellReceived referral code. When a new client signs up with your referral code, you and the referee get $50 off your next billing period. Lastly, the blocked contacts tab helps you filter out spam calls.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"509\" src=\"https:\/\/storage.googleapis.com\/wr_blog\/1\/2021\/05\/Manage-CWA-1024x509.png\" alt=\"\" class=\"wp-image-658\" srcset=\"https:\/\/storage.googleapis.com\/wr_blog\/1\/2021\/05\/Manage-CWA-1024x509.png 1024w, https:\/\/storage.googleapis.com\/wr_blog\/1\/2021\/05\/Manage-CWA-300x149.png 300w, https:\/\/storage.googleapis.com\/wr_blog\/1\/2021\/05\/Manage-CWA-768x382.png 768w, https:\/\/storage.googleapis.com\/wr_blog\/1\/2021\/05\/Manage-CWA.png 1202w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><b>WellReceived\u2019s<\/b> <strong>CWA portal<\/strong> <b>is a fantastic tool to get the most out of your answering service.<\/b> If you\u2019d like more information on our CWA, please don\u2019t hesitate to reach out to our service team for help at 1.800.800.4449.<\/p>\n\n\n\n<p>Find out also more about <a href=\"https:\/\/www.wellreceived.com\/blog\/the-importance-of-hipaa-compliance\">the importance of of HIPAA compliance in healthcare<\/a>.<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>About CWA&nbsp; Client Web Access (CWA) portal is an all-in-one tool for all things management. At&#8230;<\/p>\n","protected":false},"author":22,"featured_media":210,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16],"tags":[],"class_list":["post-196","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-resources"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Client Web Access. CWA Portal and Dashboard | WellReceived Blog<\/title>\n<meta name=\"description\" content=\"What is a Client Web Access? How to use a CWA Portal? Check out the different tabs and the appearance of the online dashboard!\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.wellreceived.com\/blog\/client-web-access\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Client Web Access. CWA Portal and Dashboard | WellReceived Blog\" \/>\n<meta property=\"og:description\" content=\"What is a Client Web Access? How to use a CWA Portal? Check out the different tabs and the appearance of the online dashboard!\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.wellreceived.com\/blog\/client-web-access\/\" \/>\n<meta property=\"og:site_name\" content=\"WellReceived Blog\" \/>\n<meta property=\"article:published_time\" content=\"2021-05-24T21:06:48+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-10-10T12:52:47+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/storage.googleapis.com\/wr_blog\/1\/2021\/05\/Reports.png\" \/>\n\t<meta property=\"og:image:width\" content=\"2784\" \/>\n\t<meta property=\"og:image:height\" content=\"1568\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Rob McClellan\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Rob McClellan\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.wellreceived.com\/blog\/client-web-access\/\",\"url\":\"https:\/\/www.wellreceived.com\/blog\/client-web-access\/\",\"name\":\"Client Web Access. CWA Portal and Dashboard | WellReceived Blog\",\"isPartOf\":{\"@id\":\"https:\/\/www.wellreceived.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.wellreceived.com\/blog\/client-web-access\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.wellreceived.com\/blog\/client-web-access\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/storage.googleapis.com\/wr_blog\/1\/2021\/05\/Reports.png\",\"datePublished\":\"2021-05-24T21:06:48+00:00\",\"dateModified\":\"2025-10-10T12:52:47+00:00\",\"author\":{\"@id\":\"https:\/\/www.wellreceived.com\/blog\/#\/schema\/person\/4e6454dc509dcdc579239d09b6b8acd8\"},\"description\":\"What is a Client Web Access? How to use a CWA Portal? Check out the different tabs and the appearance of the online dashboard!\",\"breadcrumb\":{\"@id\":\"https:\/\/www.wellreceived.com\/blog\/client-web-access\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.wellreceived.com\/blog\/client-web-access\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.wellreceived.com\/blog\/client-web-access\/#primaryimage\",\"url\":\"https:\/\/storage.googleapis.com\/wr_blog\/1\/2021\/05\/Reports.png\",\"contentUrl\":\"https:\/\/storage.googleapis.com\/wr_blog\/1\/2021\/05\/Reports.png\",\"width\":2784,\"height\":1568},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.wellreceived.com\/blog\/client-web-access\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.wellreceived.com\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Resources\",\"item\":\"https:\/\/www.wellreceived.com\/blog\/category\/resources\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"How to: Client Web Access\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.wellreceived.com\/blog\/#website\",\"url\":\"https:\/\/www.wellreceived.com\/blog\/\",\"name\":\"WellReceived Blog\",\"description\":\"WellReceived Blog\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.wellreceived.com\/blog\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.wellreceived.com\/blog\/#\/schema\/person\/4e6454dc509dcdc579239d09b6b8acd8\",\"name\":\"Rob McClellan\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.wellreceived.com\/blog\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/e1dff9e3b9c01b4951156f334f12a051?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/e1dff9e3b9c01b4951156f334f12a051?s=96&d=mm&r=g\",\"caption\":\"Rob McClellan\"},\"url\":\"https:\/\/www.wellreceived.com\/blog\/author\/rob\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Client Web Access. CWA Portal and Dashboard | WellReceived Blog","description":"What is a Client Web Access? How to use a CWA Portal? Check out the different tabs and the appearance of the online dashboard!","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.wellreceived.com\/blog\/client-web-access\/","og_locale":"en_US","og_type":"article","og_title":"Client Web Access. CWA Portal and Dashboard | WellReceived Blog","og_description":"What is a Client Web Access? How to use a CWA Portal? Check out the different tabs and the appearance of the online dashboard!","og_url":"https:\/\/www.wellreceived.com\/blog\/client-web-access\/","og_site_name":"WellReceived Blog","article_published_time":"2021-05-24T21:06:48+00:00","article_modified_time":"2025-10-10T12:52:47+00:00","og_image":[{"width":2784,"height":1568,"url":"https:\/\/storage.googleapis.com\/wr_blog\/1\/2021\/05\/Reports.png","type":"image\/png"}],"author":"Rob McClellan","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Rob McClellan","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.wellreceived.com\/blog\/client-web-access\/","url":"https:\/\/www.wellreceived.com\/blog\/client-web-access\/","name":"Client Web Access. CWA Portal and Dashboard | WellReceived Blog","isPartOf":{"@id":"https:\/\/www.wellreceived.com\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.wellreceived.com\/blog\/client-web-access\/#primaryimage"},"image":{"@id":"https:\/\/www.wellreceived.com\/blog\/client-web-access\/#primaryimage"},"thumbnailUrl":"https:\/\/storage.googleapis.com\/wr_blog\/1\/2021\/05\/Reports.png","datePublished":"2021-05-24T21:06:48+00:00","dateModified":"2025-10-10T12:52:47+00:00","author":{"@id":"https:\/\/www.wellreceived.com\/blog\/#\/schema\/person\/4e6454dc509dcdc579239d09b6b8acd8"},"description":"What is a Client Web Access? How to use a CWA Portal? Check out the different tabs and the appearance of the online dashboard!","breadcrumb":{"@id":"https:\/\/www.wellreceived.com\/blog\/client-web-access\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.wellreceived.com\/blog\/client-web-access\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.wellreceived.com\/blog\/client-web-access\/#primaryimage","url":"https:\/\/storage.googleapis.com\/wr_blog\/1\/2021\/05\/Reports.png","contentUrl":"https:\/\/storage.googleapis.com\/wr_blog\/1\/2021\/05\/Reports.png","width":2784,"height":1568},{"@type":"BreadcrumbList","@id":"https:\/\/www.wellreceived.com\/blog\/client-web-access\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.wellreceived.com\/blog\/"},{"@type":"ListItem","position":2,"name":"Resources","item":"https:\/\/www.wellreceived.com\/blog\/category\/resources\/"},{"@type":"ListItem","position":3,"name":"How to: Client Web Access"}]},{"@type":"WebSite","@id":"https:\/\/www.wellreceived.com\/blog\/#website","url":"https:\/\/www.wellreceived.com\/blog\/","name":"WellReceived Blog","description":"WellReceived Blog","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.wellreceived.com\/blog\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.wellreceived.com\/blog\/#\/schema\/person\/4e6454dc509dcdc579239d09b6b8acd8","name":"Rob McClellan","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.wellreceived.com\/blog\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/e1dff9e3b9c01b4951156f334f12a051?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/e1dff9e3b9c01b4951156f334f12a051?s=96&d=mm&r=g","caption":"Rob McClellan"},"url":"https:\/\/www.wellreceived.com\/blog\/author\/rob\/"}]}},"_links":{"self":[{"href":"https:\/\/www.wellreceived.com\/blog\/wp-json\/wp\/v2\/posts\/196"}],"collection":[{"href":"https:\/\/www.wellreceived.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.wellreceived.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.wellreceived.com\/blog\/wp-json\/wp\/v2\/users\/22"}],"replies":[{"embeddable":true,"href":"https:\/\/www.wellreceived.com\/blog\/wp-json\/wp\/v2\/comments?post=196"}],"version-history":[{"count":13,"href":"https:\/\/www.wellreceived.com\/blog\/wp-json\/wp\/v2\/posts\/196\/revisions"}],"predecessor-version":[{"id":1741,"href":"https:\/\/www.wellreceived.com\/blog\/wp-json\/wp\/v2\/posts\/196\/revisions\/1741"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.wellreceived.com\/blog\/wp-json\/wp\/v2\/media\/210"}],"wp:attachment":[{"href":"https:\/\/www.wellreceived.com\/blog\/wp-json\/wp\/v2\/media?parent=196"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.wellreceived.com\/blog\/wp-json\/wp\/v2\/categories?post=196"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.wellreceived.com\/blog\/wp-json\/wp\/v2\/tags?post=196"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}