MM April 2022 Pre-recorded Question and Answer (Q & A) Session - Improving your client experience and engagement with the Secure Client Portal and Online Questionnaires
We are excited to share the MM Pre-recorded Question & Answer Session with our MM Trainer, Kerry Brammer, and Janet. In this session, Kerry and Janet discuss how the Secure Client Portal and Online Questionnaire integrate and outline ways you can encourage your clients to use the Secure Client Portal to request the Online Questionnaire, required documents and provide status updates for your clients. The session runs for just approximately 15 minutes.
Please find the time marks below for particular topics discussed in the Q&A.
Time Stamps
2:06 How the Secure Client Portal Web or Online Questionnaire work
2:43 Differences between the PDF Online Questionnaire
3:40 Prefer not to email sensitive documents
4:20 Email Hacking Scenario
5:51 Other benefits of using the Secure Client Portal Online Questionnaire
7:12 Mapping out your customer's experience
8:23 When to activate the Secure Client Portal for your customers
9:40 Understanding and testing your process
10:21 Customising your Secure Client Portal Welcome Email
11:36 Creating a Secure Client Portal Guide for your customers
12:30 Other ways to support your customers with the Secure Client Portal
MM User Manual Links
Setting up your Secure Client Portal preferences-including editing the email to your clients, providing them with their log in details, and specifying who will be notified when documents are uploaded by your client to the Portal
Secure Client Portal – How to Create/Edit a Progress List template
MM Pre-recorded Question and Answer sessions