Troubleshooting & FAQ

Fixes for the most common problems.

• Contact support

  Email us and a real person will help, usually within one business day.

• I can't see a page, tab or button

  Pages and buttons depend on your role, your permissions, your company's switches and your subscription.

• I didn't get the email

  Where each CaseMgmt email comes from, and what to check when one doesn't arrive.

• My numbers look wrong

  Most surprises come from the date range, the time zone, or what a count includes.

• The patient says the link expired

  Form links work for 7 days and document signing links for 14 days. Send a new one.

• The text didn't send

  What each texting error means and what to do instead.