In cased you missed our webinar last week, be sure to watch this recording on the Client Portal Setup.
For more information on how to setup your Client Portal today, please check out our Knowledge Hub Articles here:
Set Up Client Portal For Your Agency
Procentive will be hosting 2 more upcoming Webinars.
The first will be How To Setup Your Client Portal on Tuesday, March 24 from 12:00 - 1:00 pm CST
The second will be a another demonstration on our Client Portal on Thursday, March 25 from 12:00 - 1:00 pm CST. This is for those of you who may have missed our previous Webinar covering this subject.
For more information, please go to our Live Updates page on how to join these Webinars.
We hope to see you there!
For the agencies using the Client Portal, do you know if there is a setting to alert staff who send forms out via the portal that they are completed by the client. If so, can you please tell me where it is or how you follow up with these forms.
Wanted to ask other people what their experience is / what they find works the best when discharging clients from a provider's case load when they still have a balance due.
We are trying to determine whether or not it would be ok to make our AR person their "primary" staff person. Anybody see any issues with that?
We have a provider who is leaving the practice, and a few of their clients are discharged from care, but they would still show up on her list unless we save them to another person. They are no longer receiving services here (officially discharged) but they owe money still.
Goal being that we don't lose track of them and their balance due - we also don't want to ambiguously assign them to another provider and have them showing up on their list, throws their stuff out of whack.
All ideas welcome, thanks!
We are trying to find the most efficient way to notify our clients of our 2019 rate changes in a timely manner. We have some clients receiving electronic statements in the Client Portal and some receive paper statements.
Is there a way to attach a file to the electronic statements that get sent to the Client Portal? We need some kind of an efficient way of notifying these clients electronically and are open to all ideas.
How do others create a record for a couple rather then entering the couple as two individuals ?
Are many agencies using the client portal? If you are, how did you implement/let your clients know that this is a new option? Im most excited for clients to have access to pay online but not sure how to get this information out to clients. My understanding is for clients to have this access the must have a log in account. Did you send out emails to clients? Looking for suggestions / recommendations! Thanks!
Customer support service by UserEcho