Welcome to Your Dashboard

How to Contact Client Support

Phone:
US/CAN: (800) 381-2956 ext. 0
AU/NZ: 1300 347 294
UK: 020 3695 7624
Email: support@perfectpatients.com
Support Buttons: Orange buttons in your dashboard
Live Chat: Connect through your dashboard or here at the Client Resource Center


Do-it-yourself – Quick Help

A helpful resource for everything you need to know about your website, it’s features and your dashboard.

Client Resource Center >>


The View from Your Dashboard

View from Client Dashboard


Dashboard

The dashboard is the administrative area, also known as the backend of your website. Here you can manage your website pages, subscribers and send mass emails to your patients.

Getting Started >>


New Patient Tracker

The New Patient Tracker is available for Standard and Premium Plan clients. When you log in to your Perfect Patients Website dashboard you’ll see the names of all the new patients produced by your site during the last 90 days (if you have added them in as subscribers and sent them the Welcome email with survey.). You’ll know whether they came from a search engine, a review site or a referral.

New Patient Tracker >>


Subscribers

Subscribers are your new, current, existing or potential patients.

Why is it important for me to add subscribers to my dashboard?

Managing Subscribers >>


Tagging

Tags allow you to easily group your subscribers so you can send targeted emails – a great internal marketing strategy that improves patient retention and encourages referrals! You can send emails targeted to women with children. Or seniors. Or massage and acupuncture patients. The possibilities are endless!

Tagging >>


Email

The Email your Subscribers option is a do-it-yourself feature, available to all Premium and Standard plan clients. You can send bulk emails to your subscribers or a single email to just one subscriber; you can create templates, add PS messages and view Archive emails.

Email Subscribers >>


Pages

If you are a do-it-yourselfer, learn the basics of how to make edits to your pages on your own.

*Please note: The HOME page is locked and cannot be edited without contacting support or your WSM (Website Success Manager for Premium clients).

Website Editing >>


Blog Posts

A blog is included with your Standard and Premium plan service. Twice per month, we’ll make a blog post on your behalf. Granted, that same post shows up on hundreds of other websites, so it doesn’t get the search engine leverage that an original, one-of-a-kind blog post from you would garner.

If you are interested in blogging you can learn the basics of how to create your own unique blog posts.

Blog Posts >>


Submissions

New Patient Survey: (Standard and Premium) – This dashboard shows the results of your new patient survey. This is important feedback that can reveal training opportunities and other ways to make each new patient’s first (and most lasting) impression positive and worthy of a referral.

Website Forms: This is where you can find a copy of the emails sent through your website Request Appointment and Contact Us forms.


Menu

Learn how to add, delete or move pages from your main navigation bar.

Website Menus >>


Media

The Media Library is where all of your photos and documents are housed.


Office Hours

You can simply and easily update your office hours.

*Please Note: If you have hours for multiple practitioners or multiple services, please contact support or your Website Success Manager (Premium) to update the hours.

Office Hours >>


Comments

When a visitor to your site or a patient makes a comment on a newsletter, blog post or e-learning quiz, you will receive an email with a link to your dashboard where you will be able to edit, approve or delete the comment as you see fit. It will only be added to your site if you click ‘Approve’.


Newsletter PDF

PDF copies of the newsletter are kept here. You can click to download and print out copies for your front desk if you wish.

*Please Note: Only minor edits can be made to the monthly newsletter we send out on your behalf.


Help Center

A helpful resource for EVERYTHING you need to know about your website, it’s features and your dashboard.


Account

Update or change your method of payment using this safe and secure form. This information goes directly to our Billing person.

Account Changes >>


Chat Feature

In the bottom right-hand side of the Dashboard, you will see the Chat Feature. It is live Monday to Friday from 9:30 am to 5:30 pm ET. Feel free to ask a member of the support team your questions in real time.


Request Support Button

Have a question? Need help? Want to reset your PIN#? Couldn’t find the answer in the Help Center? Please fill out the form and let us know how we can help and support you.