Client Portal

Congratulations on becoming a Million Dollar PPO Client! In addition to the reports that we have requested from you, below are the four components that we need in order to gain a deeper understanding of your practice and team.

New Clients:

To be Completed by Owner/Doctor:

Personal Profile

  • This is a short online questionnaire that should only take 5-10 minutes to complete.

Practice Analysis

  • Also online, this will take some more time, however, you can start, stop, and resume completion at any time.

To be Completed by All Team Members: (Including Associates)

Team Questionnaire

  • This is an online questionnaire – it should only take 10-15 minutes to complete.



Existing Clients:

To be Completed Every Two Weeks:

Client Communication Report