Client Portal and Practice-Management Technology Tools

Categories: PD · Non-CE
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About Course

Many practices purchase a client portal and practice-management platform, turn on the default settings, and never revisit the configuration again — leaving genuinely useful functionality unused while clients quietly default back to email for anything the portal doesn’t make obviously easy. This course is not about choosing which software vendor to buy, evaluating competing products, or the implementation process covered elsewhere in this series — it assumes a portal and practice-management system are already in place, or about to be, and focuses specifically on what the tool should actually do, how to drive genuine client adoption of it, how to configure workflow and task tracking well, and how to set up access and permissions correctly.

PROFESSIONAL DEVELOPMENT · NON-CE. This course does not provide IRS continuing education credit.

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What Will You Learn?

  • A clear framework for what a client portal should actually accomplish, beyond simply existing
  • Practical techniques for driving genuine client adoption rather than partial, inconsistent use
  • A configuration approach for workflow and task-tracking features that actually reflects how your practice works
  • An access and permissions framework that protects client data without making the system unusable
  • A Client Portal & Practice-Management Configuration Toolkit — ten working tools built around this course's exact framework

Course Content

Module 1 – What a Client Portal Should Actually Do

  • What a Client Portal Should Actually Do

Module 2 – Driving Real Client Adoption of the Portal

Module 3 – Configuring Workflow and Task-Tracking Well

Module 4 – Access, Permissions, and Data Security Configuration

Client Portal & Practice-Management Configuration Toolkit

Self-Check – Client Portal and Practice-Management Technology Tools

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