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How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

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March 2016

We've got together and redesigned some of the screens and improved some of the workflows to make it easier for you to do what you need to do. For instance:

  • You can easily see the practice logo, practice name and portal name of the portal you're using.
  • Portals that you've been included in are easily visible and listed on the left of your screen. When you're working in a specific portal, the portal is highlighted so that you know which one you're in and you won't get confused with other portals you belong to.
  • There is a tab for your tasks along the top of the screen.
  • There is a tab for your documents along the top of the screen. 
  • You can easily sort and filter your documents based on year, document type and associated tags.
  • You're now able to see all the details of a task in a separate panel on the same browser window/tab from which you're accessing the portal.
  • Access the online help and logout using  next to your name.
 
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