Welcome

Our goal at Primary Solutions is “Freeing you to Serve” your clients by providing you with excellent support. To that end, we are excited to welcome you to our new support site.  If you are new to the site, you will need to register.  Click on the Register link to the right and create your userid.  Our support staff will verify your credentials and once approved, you will be notified via e-mail.  If you have any questions, please contact our support staff at 614.430.0355 and select Option 3.

Gatekeeper 2017.2 What’s New

Hello! The Gatekeeper 2017.2 updates will be available early June.  Below is a condensed list of what this release contains.  Please see the attached What’s New for a complete, more detailed description of the updates.  Case Notes Improved the speed of un-batching a large volume of Case Notes. Added a System Preference for the Enter/Review Case… Read More »

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Advisor 2017.2 What’s New

Hello! The Advisor 2017.2 updates will be available early June.  Below is a condensed list of what this release contains.  Please see the attached What’s New for a complete, more detailed description of the updates.  Service Authorizations | Summary List:  A new column called Add On Type has been added to this tab. Services:  The… Read More »

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Infal’s April Power Tip

Did you know???? There is a process in Payroll to update employee’s contract years.  Select the link below to find out how.  If you have questions or need support, please contact productsupport@primarysolutions.net and we will be happy to assist. April Power Tip

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Advisor’s April Power Tip

Did you know???? You can archive your billing records now?  Select the link below to find out how.  If you have questions or need support, please contact productsupport@primarysolutions.net and we will be happy to assist. Advisor Power Tip

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Advisor March Power Tip

Did you know…..?? You need to bill differently when Spring Daylight Savings Time occurs?  Attached are the procedures that you will need to follow in order for your billing to be correct. If you have questions or need support, please contact productsupport@primarysolutions.net and we will be happy to assist. Advisor March Power Tip

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