Procentive will be updating the wording used for Place of Service items. The Place of Service (POS) options will be made to align with the options used by Centers for Medicare & Medicaid Service (CMS) POS code names.

Any currently locked clinical documents will maintain the existing POS wording in the print versions.

We anticipate having this complete in the coming weeks. If you have questions, please feel free to send in a ticket into Procentive.

Hello everyone!

I just wanted you to know we have updated our Enhancement Request Process.

Please go to our Live Updates page to see how the process will now take place.

Thank you to those of you who were able to join us for the live Client Portal Demonstration and Q&A Webinar today.

We have listed some of the Questions and Answers below:

Q: Is the Client Portal an additional fee or is it included?

A:  Currently, the Client Portal is included and you can start setting it up today!

Q: Do the forms you send thru the documents area, have to already be built in your clinical charting area?

A: You do have options to use the "Miscellaneous Documents" to share forms with attachments. 

    You can also use Direct Messaging to send a message with an attachment for resources or homework.

Q: Is there a Client Portal app option or just a web link?

A:  Web Link

Q: I don't have Client Portal Manager on my list of modules

A:  Here is the link from our Knowledge Hub for the "How-To" setup the Client Portal in your database:  

      Setup Client Portal For Your Agency

Q: Can you add the logo at a later time?

A:  You can adjust your Client Portal settings at any time - including the logo.

Q: Is there an option to send a mass email similar to sending statements?

A:  Great Idea! We're working on it!

Q:  Are Client Portal messages then automatically recorded in clinical charting?

A:  They are not. They are stored in the messaging module.

      You could always print the message thread and attached it to a clinical record.

Q: If we have intake paperwork that is not built into Procentive now, is there still a way to send that to a client in the client portal?

A:  You can send it and it will be HIPAA compliant communication but they cannot complete it online.  

      They must be Procentive form templates in order for the client to input information and/or electronically sign.

Q:  If we want to have forms built into Procentive, how long of a wait is it right now?

A:  2-3 Weeks is our longest wait right now. We are working to prioritize those Intake & Telehealth documents right now.

Q:  Are there templates allowing new clients to fill in the needed information for client demographics page?

A:  ACTUALLY, THERE IS! The Procentive Standard Intake form auto-fills the Client Module.

For those of you that would like to walk through How-To Setup the Client Portal, please join us tomorrow, Tuesday, March 24th from Noon - 1 pm CST.

            Join from a PC, Mac, iPad, iPhone or Android device:
            Please click this URL to join. https://tevera.zoom.us/j/877673235

            Or join by phone:
                                        +1 646 876 9923 (US Toll) or +1 312 626 6799 (US Toll)

            Webinar ID: 877 673 235
            International numbers available: https://tevera.zoom.us/u/alsKCScmL

If you missed this webinar, you're in luck! Join us for Client Portal Demonstration and Q&A, Thursday, March 26th from Noon - 1 pm CST.

            Join from a PC, Mac, iPad, iPhone or Android device:
            Please click this URL to join. https://tevera.zoom.us/s/271012301

           Or join by phone:
                                        +1 646 876 9923 (US Toll) or +1 312 626 6799 (US Toll)
           Webinar ID: 271 012 301
           International numbers available: https://tevera.zoom.us/u/alsKCScmL

For a full list of all of our webinars and other updates, click here.

Telehealth is coming to Procentive through our family of brands and we want to know how you and your agency will utilize this new feature! We have created a survey to give you a platform to share with our team; which features within integrated telehealth are of most interest to you/your agency. This survey will remain active until the end of day Monday, March 2nd. Thank you so much for taking the time to share the different ways you serve your clients by how you choose to utilize telehealth.

To access the survey, please follow this link: Telehealth Interest Survey.

We have been having some issues with Procentive today.  I'm not sure if it is our wonderful internet connect or if Procentive is having problems.  We have been getting crazy errors when faxing things and our system is freezing up on us.  Anyone else having problems?  I tried to do a chat, but it just sits there.  No response.

Is Procentive running slow for anyone else? Several reports from staff and own experience that it is taking forever to log in or switch modules.

Is anyone having issues staying logged into Procentive today?  I have been kicked out a few times and I have staff that can't seem to get in.

There isn't anything on the live updates page and we can' get into Procentive to send a ticket. We have an 8 hour class starting in 10 minutes and can't take credit card payments or check people in.

I can't get back into Procentive to send a ticket but I was kicked out after extra, error tabs opening. Others in my company are also experiencing errors

We have a lot of in-home staff that are having issues logging into procentive from their laptops at home.  Is this an issue that anyone else is having?