Update Release Notes - 02.13.2023

Read the latest release notes below to see what's new.


We have two new great guides to help you feel comfortable with our newest features:
Provider Portal - New Client Dashboard

Newly revamped, the Client Dashboard on the provider portal provides users with the tools they need for a more efficient, streamlined workflow.

Q&A / Document Notifications and Renewals

This feature reminds users and clients when forms need to be filled out and when renewals are coming due. We have combined three great features to better engage your staff and client:

  • Renewals
  • Automated messaging
  • Q&A

Now, on a regular basis, you can have your clients be automatically reminded of forms that need to be filled out.


Click the pdf documents below:

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