Client Portal - Enable Profile Completion Settings

You can Enable Profile Completion Settings to help prompt your clients to finish setting up their client portals. 

Step 1: Navigate to Account Settings 

Step 2: Click on "Edit" for your Practice Settings

Step 3: Click on "Profile Completion Settings" 

Step 4: Click "Enable Profile Completion" 

Step 5: Choose which items to include for profile completion

1. Client Information -- This will prompt the portal user to enter the client's Date of Birth
   
1. If one has already been entered for them on the provider-side, then this item will already be marked as completed. 
   
2. Contact Information -- This will prompt the portal user to enter their phone number and address
   
1. If a phone number AND address have already been added to the client's profile on the provider-side, then this item will already be marked as completed. 
   
3. Notifications -- This will prompt the portal user to choose whether they want to receive text or email appointment reminders. 
   
1. The number of days in which the reminder will go out for all clients is configured at the practice settings level (Configuring Practice Settings)
   
4. Payment Methods -- This will prompt the portal user to enter their credit card information, which will be securely stored and can be used to collect payment from within MBP
   
Please note -- this option will only be available if you have completed the application for our integrated e-payment system (Submitting Application for E-Payments)

Activating Profile Completion means that clients, upon logging into the Client Portal, will encounter prompts for required information at the upper right corner.

This section will also display the percentage status of their completion progress. 

Client Portal Example: 

Step 6: Press "Save Changes"

Note: Once saved, the changes will automatically update for all existing and new client portal users. 

Please see the following video example of what your clients will see upon logging into their client portals: Complete Your Profile - MBP

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