Portal Access, Consent Forms, and Credit Card Information (EMAIL TEMPLATE)
Thank you for choosing to work with us! You should have just received an invitation to enroll in our client portal system (My Best Practice). Once you’ve enrolled, you will need you to enter your payment information and complete all consent forms prior to your first appointment.
To enter payment, navigate to the "Payment & Invoices" tab located on the left-hand side. Then, simply click on the +Add Payment Method button under Payment Methods to enter your card information. Please see the screenshot below for reference.
To complete all of the necessary consent paperwork, please click on the "To-Do List" tab to review all forms and electronically sign them.
If you have any questions or concerns, please let me know.
To enter payment, navigate to the "Payment & Invoices" tab located on the left-hand side. Then, simply click on the +Add Payment Method button under Payment Methods to enter your card information. Please see the screenshot below for reference.
To complete all of the necessary consent paperwork, please click on the "To-Do List" tab to review all forms and electronically sign them.
If you have any questions or concerns, please let me know.
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