Help & Training Center
Quickly find guides, workflows, and video tutorials to help you navigate and use the portal effectively.
📝 Getting Started
How to log in, update your profile, and navigate the portal.
📂 Creating Referrals
Admin-only instructions for creating and managing referrals.
🧾 Case Notes Workflow
How to create, proofread, and submit a case note + approval steps.
📬 My Tasks & Email Alerts
How task notifications and email status updates work.
🎥 Training Videos
Embed Loom or YouTube walkthroughs here.