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
Comprehensive Onboarding Packet
CONFIGURE GENERAL ACCOUNT SETTINGS STEP 1: Navigate to the ACCOUNT SETTINGS section. Click on the Settings dropdown within the menu bar and select “Account Settings” STEP 2: Add your practice logo! This will be seen by your staff upon logging into My ...
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 ...
Switching to My Best Practice (EMAIL TEMPLATE)
Switching to My Best Practice PRACTICE NAME is in the process of migrating to a new electronic medical record (EMR) platform called My Best Practice. This transition will help us to continue providing excellent service to our clients, and we hope ...