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What's new in this release: Release 142 Notes

• DocuSign Benefit Renewal Merge Record and Link

• First Report of Injury (FROI) Email Template

• Import a Single OBP from PrismHR

Last Month: Release 141 Notes

• Set Field from Sales Entity

• Living Status Bar (Progress Bar Widget)

• Benefit Batch Billing Rules and Client Benefit Plans Exports

Upcoming Events

Join us October 29th - 30th 2024 for a ClientSpace Advanced Admin Workshop!

Click here for more details, including:

• Workshop overview

• Registration details and link

• Preliminary schedule

• Contact email for questions

Attachments and Templates

See Attachments and Templates to download attachments and template files.

Service Plans

Do you need more personalized attention? See ClientSpace Service Plans for details.