We’re rolling out an upgrade to the Portal that introduces a new look, simplified navigation, and enhanced features to help you work more efficiently. This article answers key questions about what’s changing, what to expect, and where to find help.
Contents
What is changing in this upgrade?
This Portal upgrade introduces:
A refreshed visual design and layout
Smoother navigation and quicker access to key tasks
The ability to manage recurring jobs
These changes are part of an ongoing initiative to modernise and enhance your experience.
How will this affect me?
Once the new user interface is enabled on your account, you’ll notice:
A more modern and intuitive appearance on certain pages
Minor changes to the location of some tasks and tools
Access to new functionality only available in the updated view
Your existing data, workflows, and settings will remain unchanged. Everything you currently rely on is still available—just improved.
Can I switch between versions?
Yes. During the rollout period, you’ll be able to move between the previous and updated versions. Please contact us to let us know what the challenges were in the new look when requesting to change versions.
Where can I find help and resources?
To support you during this transition, the following resources will be available:
- Guided walkthroughs directly within the Portal
- Detailed Help Center articles explaining the functionality
- Online self-managed training
These resources will be accessible via the Help Center and through direct messages from your support team.
What if I have questions or encounter an issue?
We’re here to help. You can:
- Submit a request through the Help Center
Use the AI assistant chat
Reach out to your Customer Success Manager
What’s coming next?
This upgrade is the first step in a broader enhancement program.
We’ll keep you informed as new features become available.
Please contact us with any further questions regarding this process.
Comments
2 comments
I really don't like the look or functionality of the new look and features. I have used a multitude of software products across many industries including the use of Filesmart, Strata Master (18 yrs), smata and other MRI products.
I will be requesting a revert to the old program - I understand it doesn't have all the features of the new one but really - why was this version not put out to test and get feedback on? You need to listen to the users.
I 100% agree with Debbie - back to the old one, please
I can not drag and drop images with my invoice
1. It's hard to find the work order
2. The work order is automatically saved when opened
3. The main functions are too hidden
4. I'm receiving fewer images with the work order - it's too hard for them to post, not like before
5. You have to dig to find contact related to the job,, click every button to find..
6. Its not following the same logic as the last system; things have been relocated or moved inside other sections, which makes it harder to use but cleaner to look at in the backend.. It should be all on one page; don't hide things, please.
This upgrade should be optional, and the statistics on the users after 6 months will indicate if the clients and users like the new one or the old one.. Forcing us to the new platform is frustrating. You should have tested it first.
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