New Client Portal Invitation (CLIENT EMAIL TEMPLATE)

New Client Portal Invitation (CLIENT EMAIL TEMPLATE)

Notes
Please feel free to use this as a starting point to communicate with your clients regarding the migration to a new client portal. We recommend sending this as a BCC'd email from one of your practice's email addresses prior to inviting your active clients to the MBP portal. 
Email Subject: [PRACTICE NAME] - New Client Portal - Invite Coming Soon!
Email Body:
[PRACTICE NAME] is currently in the process of migrating to a new electronic health record (EHR) platform called My Best Practice (MBP).  As part of this transition, we will be setting each of you up with new client portals within MBP. 

You will soon be receiving an invitation to accept your client portal account. The email will come from donotreply@mbpractice.com, so please check your spam/promotion folders if you're not seeing it in your general inbox. 

Once you have received the email invitation, please complete the below tasks as soon as possible:
  1. Accept the invitation to your new client portal & finish the items within the Complete your profile section
    1. Confirm/enter all missing Client & Contact Information
    2. Enter an Emergency Contact (please note: the system requires all fields to be completed, but if you do not want to provide an address, please write N/A).
    3. Set up your preferred Notifications settings by enabling/disabling appointment reminders via text, email, or both
    4. Add a Payment Method to your account
    5. Enter your Insurance Plan information (req'd if you'll be utilizing in-network benefits or if you'd like for our team to submit out-of-network claims on your behalf).
  2. Complete any surveys found in your To-Do List
We are doing our best to make this transition as seamless as possible for our clients, but we greatly appreciate your patience and understanding in advance as we navigate the migration to My Best Practice. If you have any questions or concerns regarding this process, please feel free to reach out to me or any of the [PRACTICE NAME] team.