The Connected Practice: Revealing the New Patient Portal and Built-In CRM
About
A patient finds your practice, books their own appointment, fills in their own intake, and pays online before they ever walk in. Months later, PracticeEHR reminds them they're due back, and they book again.
On June 25, we're showing current clients how that runs end-to-end, with the new Patient Portal and the CRM now built into PracticeEHR.
The portal is what the patient touches: scheduling, statements, payments, and a quick photo of their insurance card that fills in their details.
The CRM is what you touch: every contact from first inquiry to active patient, plus the email and text campaigns that bring them back. They share the same record, so nothing gets re-keyed and nothing falls through.
Basit Ahmed (VP of Operations at PracticeEHR) will walk through it live. He'll cover what's new, what's staying the same, and what to expect on launch day. The back half of the hour is yours for Q&A. Bring whatever you want answered.
What you'll see:
- One patient's path: first contact, to booked, to back again
- The redesigned Patient Portal: self-scheduling, statements, payments, and intake
- The new CRM: marketing email and SMS, with real open and click data
- Patient lists pulled straight from your clinical data, for recall and reactivation
Live Q&A via chat with the host.
A recording of the webinar will be sent to all registrants the next morning.
When
Thursday, June 25, 2026 · 1:00 p.m.
Eastern Time (US & Canada) (GMT -4:00)
Agenda
The new CRM: contacts, lists, and the lead-to-patient pipeline
Marketing email and SMS, with templates and analytics
The redesigned Patient Portal: a quick tour
Self-scheduling, statements, payments, and Scan and Import
How the Patient Portal and CRM connect into one patient journey
Live Q&A
Presenter
Basit Ahmed
VP of Operations, PracticeEHR
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