Client Email Templates
Onboarding Worksheet
Please complete the attached onboarding worksheet prior to meeting with one of our onboarding specialists. If you would like to bulk-upload clients, please see the following Client Import Template for further instructions: Client Import Template
Instructions for Generating Superbills/Invoices (EMAIL TEMPLATE)
Instructions for Generating Invoices/Superbills Within your client portal, you will have the capability to generate invoices/superbills as frequently as you'd like (weekly, biweekly, monthly, bimonthly, etc.). In order to do so, please see the ...
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 ...
New Client Portal Invitation (CLIENT EMAIL TEMPLATE)
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 ...