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  2. Utilizing the Customer Portal
  3. Utilizing the Customer Portal

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Articles in this section

  • How to Contact our Support Team
  • How to Log In to the Customer Portal for the First Time
  • How to View Your Tickets
  • Video: Customer Portal Overview

How to Contact our Support Team Follow

Self-Service

  • Prior to contacting our Support team, we recommend searching our knowledge base for an answer to your question. We have information on updating call schedules, how to utilize the web and mobile applications, updating your practice greeting, patient assignments, and more.
  • You can search in the search bar at the top of the page or click mceclip0.pngin the bottom right-hand corner. The search bubble will help you locate exactly what you are looking for by asking clarifying questions if needed.

Chat With Us

  • To chat with us, click mceclip1.pngin the bottom right-hand corner.
    • If our chat team is available, you will be connected with a live agent. If an agent is not available, you can leave an offline message that will be handled as soon as someone is available.

Submitting a Ticket

  1. To submit a ticket, click “Submit a ticket” in the top bar.
  2. Choose your request type and fill out necessary details.
    • You can add attachments here such as error screenshots and call schedules. 
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  • Video: Customer Portal Overview

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