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Have a question? Submit a Ticket → — our team will get back to you.

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Locked out of Core EHR or can't create a service visit? Get immediate help here.

🆘 I Can't Access Core EHR or Create a Service Visit

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To search across all Help Center articles, use Search in the left sidebar — or press ⌘P on Mac / Ctrl+P on Windows.

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About the Help Center

Core EHR Weekly Training Call for new Members

🗺 Navigate This Page

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What's New

🔷 Released August 28th — Booking to Checkout: One Connected Visit (Beta) — Patients can book multiple services — including services with different clinicians — as one connected visit, from booking through checkout. Your team manages the whole visit across Calendar, check-in, and charting, and the patient pays once on a single bill. Turn it on yourself in your EHR when you're ready — once it's on, it stays on. → Watch how it works · → Read the guide

• 🔎 See more updates </aside>

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Core EHR Pro Tips — go.portraitcare.com

• For best performance, use Google Chrome to access Core EHR.
• Use Core EHR in only one browser tab at a time to avoid data glitches.
• Core EHR is optimized for iPad and desktop computers.
• Standard troubleshooting — clearing your cache & cookies resets temporary browser data and fixes most tech issues: Computer · iPhone / iPad </aside>

📌 Getting Started

New to Portrait? These cover the most important setup steps and the most commonly referenced articles.

Essential setup — start here:

• 🎥 Account Setup Checklist
• 🔑 How to reset your password in Core EHR + Troubleshooting steps
• ⚙️ Services Management
• 👥 Staff Management
• 👥 How to Update a Staff Member’s Working Hours
• 📦 Inventory Ordering