6 min read
Beginner
Get Help and Follow a Support Issue
Ask the System Champion first, then create a useful ticket only when the problem needs platform support.
Ask the System Champion first
- Show the System Champion where the problem happened.
- Explain what you expected and what happened instead.
- Let the Champion check the guide, clinic setup and user access.
- Continue with a ticket only when the Champion cannot resolve the problem.
Tip: Urgent clinical or patient-safety concerns still follow the clinic’s immediate clinical escalation process.
Create a clear ticket when needed
- Open the green help button and select Report an issue.
- Choose the affected area and review any suggested guide.
- Explain what the Champion already checked, what you expected and what happened instead.
- Choose the impact on work and add a reference only when relevant.
- Send the ticket and follow clinic-visible replies.
Tip: You do not choose Tier 1, 2 or 3. Support staff confirm the allocation.
Communicate with support
- Open My reported issues from the help button.
- Open the conversation to read clinic-visible replies or requests for information.
- Reply with the requested result or reference. Internal investigation notes are not visible to clinic users.
- When support asks for confirmation, test the original workflow and confirm whether it is fixed. Reopen with a reason if the problem remains.
Video tutorials
Step-by-step video walkthroughs for this guide are not available yet.
Logged-in staff can also use Guides & SOP in the app for clinic-specific procedures.