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General Guidelines
  1. Select the appropriate priority level for issues: 
    • Low: Administrative issues generally isolated to one end-user or minor software issues that do not disrupt essential processes.  
    • Moderate: Impact to a process or workflow that is isolated to a few end-users, with a temporary workaround that can be implemented. 
    • High: Significant impact to processes in a production (live) environment, where a workaround exists.  
    • Critical: Urgent issue preventing all end-users from completing necessary processes in a production (live) environment without a known workaround. 
  2. Provide the following details for issues:
    • Summary of issue
    • Date when issue was encountered
    • Impacted users or workflow 
    • Steps to recreate the issue
    • Summary of expected behavior 
  3. Do not upload attachments or include any information containing PHI. Continue to use the established secure channels set by your client success team to share sensitive data. 
  4. Refer to your client success team for information on the Software Maintenance Response Schedule. 
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