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Introduction

Connect 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:

 

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

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User Menu Tasks

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Reports (Portal)

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Getting to Know Connect

Connect Front Office

Connect Back Office

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