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.

User Menu Tasks

Dashboard

Scheduled Reports

Reports (Portal)





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