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Client Portal Setup: How-To Video

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

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Upcoming Webinars

Chris Werner (Customer Success Manager) 2 weeks ago in Client Portal updated by Kim Ross 2 weeks ago 1

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!

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Client Portal Notifications

Rochelle Garcia 2 months ago in Client Portal updated by Mark Cornell 2 months ago 3

Hello,

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.

Thanks!

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Best Practice - Discharing clients with a balance due, provider leaving

Kaia Ellis 11 months ago in Client Portal updated by sarah 11 months ago 8

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!   

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Notifying Clients of New Rates Electronically - Client Portal

Kaia Ellis 1 year ago in Client Portal updated by Mark Cornell 1 year ago 1

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.  


Thank you!  

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Client Middle Names

Kathy Findlay 2 years ago in Client Portal 0

We need to track client middle names, however in the client module it requests a middle initial and puts a period in all the reports.  Does anyone have a workaround for this or any ideas?

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How do others create a record for a couple rather then separate records

Mike Arieta 2 years ago in Client Portal updated by Mark Cornell 2 years ago 1

How do others create a record for a couple rather then entering the couple as two individuals ?

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Client Statements

Tina B 2 years ago in Client Portal updated 2 years ago 18

Is anyone using the client portal for statements rather than mailing them?

If so, please share any info...

Thanks

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Apps that work with procentive

Heather Giancola 3 years ago in Client Portal updated by Ben Simpson 3 years ago 1

We are new users and are wondering if there are any apps we can use to utilize our Iphones to be used in lieu of an electronic signature pad

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Client Portal

Rochelle Garcia 3 years ago in Client Portal updated by crystalp 3 years ago 2

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!