1. Log into your account at https://portal.practicepanda.com
2. Click on the "Setup Status" progress bar at the top of your Practice Panda homepage (as shown in the screenshot)
The setup status progress bar shows how many of the features of your current subscription you are currently using.
Navigating the Setup Status Page
3. On the Setup Status page, you will see a list of items and subitems that your current subscription includes. Each item will be marked by one the following colors/symbols:
Green checkmark - this means that the setup of this item is complete and counts towards the completion of your set up status.
Yellow caution sign - this only shows up if you have opted to not use an item by clicking the "ignore" checkbox next to a particular service (more info on how to do this in the next step).
Red X - this means that this item is not yet set up and/or connected and should be set up at your earliest convenience (or check the "ignore" box next to the item if you don't plan on using it). Red Xs account for the incomplete areas of set up.
4. You can choose to ignore/un-ignore services at any time. To ignore an item, just find the item you don't want to use and click the checkbox.
When the ignored checkbox is checked, the item text will have a grey strikethrough, and it will be counted in the "Ignored" tally at the top. Ignored items count as complete, so you can still achieve 100% completion if you decide you don't want to use some of the items.
5. You can click the "Manage" button next an item to go to that items page where you can complete the setup.
Example: By clicking the "Manage" button on the Upload client list status section, Practice Panda will redirect you to the "List Management" page where you can setup your client lists (as shown in the screenshot below)
6. Your Setup Status will always reflect your current plan and will adjust if you upgrade or downgrade.
Example: If you have the Silver plan and you have everything set up to 100% completion and then later upgrade to the Diamond plan, your completion rate will go down because Diamond has more services that you will need to set up, so once you get those new services set up, your completion rate will reflect that.
For additional help please submit a ticket to our support team
For any support questions regarding your setup status or account in general, we recommend sending us a ticket through our Contact Us page in your Practice Panda portal.
To do this, expand "Support" in the left menu (near
the bottom), and select "Contact Support".
What if I need to speak to a live person?
While most of our support is done via email, You can always schedule a check in call by clicking the "Schedule Call" button as shown below or on the homepage.
