Step 4: Upgrade Portal - Let's Go Live!
Action Items
- Final Pre-Launch Checks
- Verify production configuration in My Accounts and Portals
- Confirm team knows how to submit support cases
- Be as specific as possible with Go-Live timing
- Activate Upgrade
- Use Update Portal Tool in Workbench (Production)
- Execute Go-Live on your planned date
- Post-Go-Live
- Monitor transactions via Message Search
- Submit support cases via Case Management for any issues
- Transition to standard support process with Customer Experience team
Contacting Support After Go-Live:
- Include: org name, contact info, product name, error message/Message ID, preferred contact method
- Urgent issues: Submit case at https://community.surescripts.net/home
- Non-urgent: Email [email protected] or call 1-866-797-3239