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Help Desk - User Guides and Manuals



Click here to email the Help Desk


In the lower right corner you'll see a         Talk to a Specialist  chat box which you can use to speak to one of our specialists in real time.  

Note:  e-mail verification is required for chat - all new requests for access or changes to permissions are required to be sent directly to your Internal System Administrator for authorization.

      User Guides and Manual with Step-by-Step Instructions 

Chat Icon for Website_edited.jpg

Chat Icon for Website_edited.jpg

 Click to View  - Getting Started - First Time Logging In  

 Click to View  - Navigation - How To Find Things  

 Click to View  - Contracts - Everything about your Contract Record

 Click to View  - Adding New Contracts - Creating New Contract Records

 Click to View  - Views and Custom Reports - Creating Custom Data Sets

 Click to View  - Assessments - Assessors, Reviewers & Owners (activation required for access)

 Click to View  - General & Automated Workflow (activation required for access)


 Click to View  - Provider Timesheets - Reviewers, Approvers & Finance (activation required for access)


 Click to View  - Provider Timesheets - Mobile Device Users (iOS & Android) (activation required for access)  


                                                                                                               downloads require Adobe Acrobat Reader 

We are glad you found this page helpful!

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