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Help & Training Center

Everything you need to get started, complete training, and access help — all in one place.

🎥 Request Access to Training Videos (Start Here)

Training videos are secure and available by request only. Follow these steps to request access and receive credit for completion.

  1. Email team@gnhportal.com with your first name, last name, and email address.
  2. I’ll verify your account and send you secure links to the training videos along with a password to access them.
  3. Watch all three videos in order. After Part 3, complete the Training Confirmation Form (link below) to receive credit.

✅ Your access email will include:
• Training Video – Part 1 • Part 2 • Part 3 (Final)
• Password: (included in your access email)

🆘 Submit a Support Request / Get Training Credit

After watching the videos, use this form to confirm your training completion or request technical help (login required).

Open the Support Request / Training Credit Form

📅 Live Training Schedule (Optional)

Prefer a live session after completing the videos? Review the times below and email team@gnhportal.com to confirm your slot. You’ll receive a confirmation email once scheduled.

👉 Join your session: Google Meet

Available Training Times (Pacific):

  • Friday – 9:30 – 10:00 AM

Each session lasts about 30 minutes. Please confirm your slot to ensure it’s reserved.

Important Links

Some links require you to be logged in. If prompted, sign in with your portal credentials.

📝 Getting Started

How to log in, update your profile, and navigate the portal.

Download Guide (PDF)

📂 Creating Referrals

Admin-only instructions for creating and managing referrals.

Download Guide (PDF)

🧾 Case Notes Workflow

How to create, proofread, and submit a case note + approval steps.

Download Guide (PDF)

❓ Frequently Asked Questions

How do I get access to the training videos?
Email team@gnhportal.com with your first and last name and email address. You’ll receive secure links and a password once your account is verified.
How do I log out of the portal?
Click your name in the upper-right corner of the portal screen and select Log Out. If you’re using a shared computer, always log out when finished to protect your account.
Why can’t I log in even after changing my password?
Make sure you’re using the latest version of Google Chrome and clear your browser cache. If you still can’t log in, submit a request through the Support Request form.
How do I delete a case note?
You can delete your own case notes if:
  • Case Note Status = Pending Review, and
  • Approval Status is not Approved (it can be Pending Review or Rejected).
Once the note is Approved or the Case Note Status is Locked, you will no longer be able to delete it yourself.

▶ Watch the step-by-step video:
How to Delete a Case Note (Video Tutorial)

To delete a case note:
  1. Log in to the portal and go to your Portal Dashboard.
  2. Click the Go to Case Notes button.
  3. Find the entry you want to remove.
  4. Confirm that:
    • Case Note Status = Pending Review, and
    • Approval Status is Pending Review or Rejected (not Approved).
  5. If both conditions are met, click Delete Note next to that entry and confirm when prompted.
If the Case Note Status is not Pending Review or the Approval Status is Approved, you will not be able to delete the note from the portal.

For a full overview of the case note process, you can also review the Case Notes Workflow guide (PDF).
How do I edit a case note?
You can edit a case note as long as BOTH the Approval Status and the Case Note Status are Pending Review. If the note has been approved, rejected, or locked, the edit option will not be available.

▶ Watch the step-by-step video:
How to Edit a Case Note (Video Tutorial)

To edit a case note:
  1. Go to your Portal Dashboard.
  2. Click Go to Case Notes.
  3. Find the note you want to edit.
  4. Confirm BOTH statuses show Pending Review:
    • Approval Status = Pending Review
    • Case Note Status = Pending Review
  5. Click Edit Case Note.
  6. Make your updates. Note: Grammar tools do not appear in edit mode, so review carefully.
  7. Scroll down and select Update.
  8. Return to your Case Notes list and confirm both statuses are still Pending Review.
  9. Click View Note Details to double-check that your changes saved correctly.
If your note has already been approved, rejected, or locked, you will no longer be able to edit it.
What if I never received my training access email?
Check your spam or junk folder for an email from team@gnhportal.com. If you still don’t see it, email us again so we can resend your access details.
Can I watch the training videos on my phone or tablet?
Yes! The videos work on any device with internet access — phone, tablet, or computer. Just make sure you have the password handy when prompted.
Where do I reset my portal password?
Use the Portal Login page and select “Forgot Password.”

▶ Watch the password reset video:
How to Reset Your Portal Password (Video Tutorial)

If you still need help, submit a Support Request form.
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