Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Published by Scroll Versions from this space and version 4.5

 

 

Introduction

Portal is a web-based management tool that lets you review critical data and changes affecting the financial status of your practice from anywhere at any time. This tool provides access to your data in real-time so that you can make informed decisions about your practice.

Use Portal to:

See also the Navigating Portal topic for additional information about how to navigate and work in Portal.

Utilize the topics below for a quick introduction to available Portal functionality.

Panel
bgColorWhite
titleColorWhite
titleBGColorBlack
titlePortal Subtopics

User Menu Tasks

Dashboard

Reports (Portal)

 

 

Panel
titleColorWhite
titleBGColorGray
titleRelated Topics

Getting to Know Connect

Connect Front Office

Connect Back Office

Panel
bgColorWhite
titleColorBlack
titleBGColorDefault
titleRelated Training/Support Documentation

Video:

Connect Portal Reports

Search this documentation

Livesearch
spaceKeyCD