In our latest release, we’ve made some major enhancements to the Practice Perfect Client Portal. In R597 and above, you’re able to provide your clients with financial information, and can access the Document Exchange feature.

 

We’ve put together a couple helpful tutorial videos explaining how the setup works, the available features, and what it looks like from the client’s end. There aren’t any additional fees associated with the Client Portal, so if you’d like to give it a go, don’t hesitate to get in touch with the support department to get started.

 

The development won’t stop here, though. As patient engagement continues to evolve, we’ll be looking to bolster the financial portion of the Client Portal by adding a payment solution. More details on this will be released as they become available. Essentially, we want to provide clients with a way to pay their outstanding bills online.

 

So without further ado, check out the videos below:

 

Financial Features

 

 

Document Exchange

 

 

As always, if you require assistance with the setup, or you’d like to add this feature to your system, contact us at: [email protected]

 

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