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, and Option 3 a second time.
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 »
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 »
Primary Solutions is hiring a Software Support Specialist I position. Select the below link to see the full job description. Please contact Kevin Allender, the Director of Support & Implementation for consideration or to ask further questions about this position. He can reached at Kevin.Allender@primarysolutions.net or 614-430-0355 ext. 234. Preferred consideration will be given to… Read More »
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 email@example.com and we will be happy to assist. April Power Tip