PM&A Goal Driven Client Portal
This is your client portal. It is a fast, convenient resource that lets you quickly see the condition of your practice and whether it is moving toward or away from its goals.
It is also a handy place to store action steps you discussed with your consultant for your review.
You can access it on your desktop computer and mobile device.
It also includes a link to our PMA Members resource site, a library of nearly 1000 articles, audios, and videos on practice development.
It also has a chat box where, if you have any questions or concerns, you can enter them and they will immediately appear on our service desk.
Comments
This is updated monthly.
Your Charts
Below comments you will find your key charts or graphs so you can see which direction they are headed on the short term and long term.
Files
Under Files you will find folders for all your past stats (1), reports sent to you from coaching sessions (2), articles and documents discussed (3), and other practice and business building material.
PM&A Member's Site
This is PM&A's practice building library. If it is not there, you probably don't need it! But, you will need a login so, if you don't have it, just use the "Contact Us" below and we will get it to you.