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

🆘 I Can’t Access the 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

EHR Weekly Training Call for new Customers

🗺 Navigate This Page

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What's New

📣 Released June 17th — Multiple Roles, One Workspace — The role switcher is gone. Your navigation now brings the tools for all your assigned roles into a single workspace, so you can move between business, clinical, and operational work without switching. Permissions and access controls are unchanged. → Take a quick tour

📣 Released June 10th — Portrait Copilot & Onboarding Agent — Two new ways to hand off the admin. Copilot lets you update settings, pull numbers, add staff, and complete tasks with a simple chat request from anywhere in Portrait. The Onboarding Agent gets your practice set up through a voice conversation, so you're ready to see patients sooner. See the 🤖 AI in Portrait section below.

→ Copilot guide · → Onboarding Agent guide

📣 Released June 5th — Patient Portal — The patient-facing portal now has a refreshed experience for booking, forms, consents, and treatment history. → See how it works

📣 Released May 21st, 2026 — Communications & Marketing Hub ****is now in beta.

• Run patient campaigns, manage two-way SMS, and track every patient reply inside Portrait. See the Marketing section below for guides and walkthroughs. </aside>

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EHR Pro Tips — go.portraitcare.com

• For best performance, use Google Chrome to access the EHR.
• Use the EHR in only one browser tab at a time to avoid data glitches.
• The 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 the EHR + Troubleshooting steps
• ⚙️ Services Management
• 👥 Staff Management
• 📦 Inventory Ordering
• 🩺 Clearing a Patient — GFE Processing
• ❌ No shows or late cancellations: setting up a cancellation fee