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Overview
Marketing
Medical
Operations
Tech
Finance

Platform

Unlock long-term success with Portrait’s all-in-one platform by using the essential tech, tools, and services your business needs to thrive.

Medical Oversight
EMR + Practice mgmt
Financing
supplier power
growth
pricing

Comprehensive Medical Oversight

  • Portrait’s platform offers essential tools for a safe and compliant business, including policies, Medical Director matching, GFE & MD Review System, patient charting, service setup, and payment capture.
  • You can access robust resources on potential operating models, collaboration structures, supervision, and state-by-state guidance.
  • You'll also have support from top-tier legal experts and access to preferred vendors for medmal and other compliance-related services.

Technology

  • Portrait’s integrated platform provides essential tools for efficient daily operations, including scheduling, payments, ordering, reporting, and patient charting.
  • All core pieces of this robust technology stack are accessible through one convenient login.

Financing

  • Portrait’s platform can invest direct capital into your business to help you get started or expand.
  • You can also access financing options for patients, medical devices, and more.

Supplier Relationships

  • In Portrait’s Hub, you can easily access and purchase products from all of your favorite suppliers, all in one place.
  • Enjoy exclusive pricing typically reserved for industry giants — simply select products, set quantities, choose your delivery date, and view your savings.
  • Our national supply chain network covers injectables, medical devices, weight loss, ancillaries, pharmacy, and more.

Scalable Infrastructure

  • You can easily add your new locations and providers from your Portrait Hub to support multiple locations.
  • You can also manage all calendars, schedules, and ordering through one central login.
  • In your Portrait Hub, you can also run analytics and reporting for sales, marketing leads, and revenue growth across your entire business.

Pricing: No Monthly Fees — Compared To 9% With Others

  • Unlike competitors who charge up to 9% per month, Portrait charges no monthly fees, no revenue share, and has no strings attached.
  • Just sign up, pay a one-time implementation fee, and instantly gain access to Portrait’s Hub.
  • Our all-in-one platform has the cost-efficient technology and efficient services you need to run a lasting, successful business.

Marketing

Access and utilize industry-leading growth tools, services, strategies, and experts directly from your Portrait Hub.

coaching
playbooks
Memberships
texting
patient acquisition
Website & brand
promotions

Business & Sales Training

  • In Portrait’s Hub, you can view real-time reports on revenue growth, retention rates, ticket size, new patient acquisition, and more.
  • An expert aesthetic coach will analyze your data to identify growth opportunities.
  • Chat with your coach at your convenience to review data and receive tailored advice and action plans.

Growth Co-Pilot & Marketing Guides

  • After signing, you'll get a unique number to text your Portrait Co-Pilot anytime for questions about business development, strategy, growth, or marketing.
  • Your Co-Pilot is an aesthetic growth expert who will answer any questions you have, provide personalized advice, and collaborate with you on an ongoing basis.
  • You can also access strategic playbooks and guides in Portrait’s Hub to help execute marketing initiatives.

Membership Programs

  • In Portrait's platform, you can easily set custom rewards and discounts for your unique membership program.
  • Once a patient joins, our system automatically tags their profile, charges the monthly fee, and provides real-time analytics on subscribers and revenue.
  • After an appointment, you can easily apply member rewards, credits, and discounts at checkout directly in Portrait’s Hub.

Managed Patient Retention

  • In Portrait’s Hub, customize text messages for birthdays, rebooking reminders, check-ins, and more.
  • Once live, campaigns run automatically, sending targeted messages based on patient data.
  • Our new add-on Retention Autopilot service [in beta] also runs monthly social media, email, and SMS campaigns that you can view and change at any time.

New Patient Acquisition

  • After signing, you’ll tell Portrait which marketing packages to promote, and we'll run high-performing ads that are tweaked and optimized weekly for maximum conversion.
  • Our system identifies high-intent clients, then expert aesthetic consultants make phone calls, secure deposits, and book appointments on your calendar in Portrait’s Hub.
  • You can also view real-time analytics and lead reports directly from Portrait’s Hub.

Brand Marketing & Website

  • After signing, Portrait's operations team will build, set up, and launch your branded website with your business information.
  • If you’d like additional customization, the team can easily transfer the site to you after setup.
  • In Portrait’s platform, you can also access ready-to-use Canva templates for brand marketing assets like business cards and Instagram posts.

Promotion Management

  • In Portrait’s platform, you can instantly access promotions and marketing assets from major supplier partners in one place.
  • You will also receive real-time text and email notifications for exclusive supplier promotions designed for Portrait’s network.

Medical

Get all the tools, resources, and tech you need to run a compliant, safe business in one place.

md matching
compliance
Policies & Procedures
malpractice
treatment planning
gfes
training
Bootcamps

Medical Directors

  • After signing, your onboarding manager will identify expert Medical Director options based on your needs and preferences.
  • They will introduce you to licensed, highly-vetted, and core-specialty-trained Medical Directors from Portrait’s national network.
  • You will meet potential Medical Directors one at a time until you find the perfect match.

Compliance & Portrait PC Membership

  • After signing, your onboarding manager will provide a proprietary guide to help you set up a compliant business that meets your unique needs — including potential operating models, collaboration structures, supervision, and state-by-state guidance.
  • Once you select a Medical Director, your clinician automatically joins Portrait’s PC, adding an extra layer of safety and security for your business.
  • You’ll also have access to a world-class team of legal and compliance experts for additional support.

Policies & Procedures

  • After signing, your onboarding manager will provide access to a comprehensive library of turnkey templates for all standard procedures and services.
  • Pick and choose from templates developed in collaboration with hundreds of businesses and providers nationwide to suit your needs.

Portrait MedMal

  • After signing, your onboarding manager will share key contacts for medmal insurance with discounted rates exclusive to Portrait’s network.
  • They will also provide access to a list of other preferred partners and exclusive rates on other services, such as commercial insurance.

Long-Term Treatment Planning

  • In Portrait’s Hub, you can create long-term treatment plans for each patient, including goals, timelines, products, upcoming appointments, and results.
  • You can also share the plan with patients — and apply any loyalty points, credits, or financing directly in Portrait’s Hub.

Telehealth GFE & MD Review System

  • In Portrait’s Hub, you can request a GFE directly from a patient’s profile or send it to your Medical Director for review.
  • Route it to your clearing provider or to one of Portrait’s licensed experts for direct communication on any questions.
  • Directors can review charts and provide feedback that must be acknowledged and resolved.
  • For any urgent requests, Portrait’s medical team can typically clear patients within 24 hours.

Advanced Training Opportunities

  • After placing your first order, you'll unlock access to exclusive advanced training opportunities.
  • Portrait’s supplier partners offer intimate sessions on new products and advanced techniques.
  • You'll receive email and text notifications about upcoming local and national events, including cadaver courses.
  • Portrait also offers opportunities to become a trainer or receive specialized training from other suppliers or providers in our network.

Bootcamps

  • When expanding or adding new injectors, Portrait offers exclusive hands-on training courses and Portrait-hosted trainings and summits.
  • These exclusive courses for the Portrait network provide essential skills for starting in aesthetics and are led by Portrait’s internal team of physicians, nurses, and advanced practitioners, and other industry leaders.
  • You can easily request to attend a bootcamp for you or your employees by submitting a ticket in Portrait’s Hub.

Operations

Get the operational support you need to manage back-office, front-office, and everything in between — all through Portrait’s Hub.

supplier power
Real Estate
Expansion
Payroll & HR
PCC / Front-Desk / Medical Assistants

Integrated Preferred Supply Chain

  • In Portrait’s Hub, you can access exclusive pricing and VIP offers from all major suppliers.
  • Our national network covers injectables, medical devices, weight loss, ancillaries, pharmacy, and more.
  • You can place orders or request new products, including medical devices, directly through Portrait’s Hub.

Real Estate & Buildout

  • After signing, a member of Portrait’s expert operations team will help you find locations within your budget and needs.
  • You’ll tour options until you find your perfect space. If you want something more complex, we’ll find you a local broker (at no cost).
  • Once you sign the lease, your project manager will assist with furniture, decor, and setup to get you operational for launch.

Expansion

  • Whenever you’re ready to expand, Portrait’s expert ops team can help you open a new location.
  • Your dedicated project manager will find the perfect space and assist with furniture, decor, setup, sourcing, and budgeting.
  • Use our exclusive relationships and expertise to save on expansion costs, and access all business information about your new location, providers, and more from your Portrait Hub.

Payroll & HR Support

  • After signing, your onboarding manager will share key contacts at preferred vendors for HR and Payroll.
  • These partners offer discounted rates exclusive to Portrait’s network.
  • Portrait Hub’s provides key financial documents and metrics for your accountant to easily work with.
  • Use our email templates to easily connect with vendors and secure your preferred support.

PCC / Front-Desk / Medical Assistants

  • After signing, your onboarding manager can identify expert support staff options based on your needs and preferences.
  • They will introduce you to experienced front-desk experts in aesthetics from Portrait’s national network.
  • You will meet support staff one at a time until you find the perfect match.
  • You also have the ability to work with one of Portrait’s in-house PCCs on a fractional basis to save money.

Tech

Access all of the powerful technology infrastructure you need to grow and thrive in Portrait’s Hub.

EHR
Scheduling
CRM
Marketing Automation
Members
Patient Portal
Inventory
Product Ordering
payments

EHR

  • Manage patient charting, treatment plans, and medical clearances in one place, and easily add your Medical Director for approvals.
  • In Portrait’s Hub, use our primary service library — developed with hundreds of national practices — featuring robust templates for consents, orders, care instructions, and more.
  • You can customize these services to fit your unique preferences, pricing, and needs.

Scheduling

  • You can automatically generate a patient booking link that matches your availability and services.
  • In Portrait’s Hub, you can set your calendar availability based on your preferred schedule.
  • Once a patient books, all details appear on your calendar in Portrait’s Hub, where you can view, edit, and manage appointments.
  • Advanced tools for managing multiple providers, calendars, and locations are provided in the EHR.

Patient CRM

  • In Portrait’s Hub, you can generate a registration link for patients to create and complete their medical profiles.
  • All patient details and treatment plans are securely stored in Portrait’s Hub and can be managed or updated as needed.
  • You can view all patients in one place and run specific reports using filters like upcoming birthdays or tox appointments directly from Portrait’s Hub.

Marketing Automation

  • Once a patient books an appointment with you, they receive automated email and text confirmations.
  • Portrait’s Hub also generates automatic reminders to patients as their appointments approach.
  • You can easily customize these automated messages with unique details like your address or pre-treatment instructions.

Membership Management

  • In Portrait's Hub, you can easily view, edit, and manage your membership program’s details and subscribers.
  • You can make program adjustments, run reports, and apply subscriber rewards, credits, or discounts directly from Portrait’s Hub.

Patient Portal

  • Once patients click the registration link generated from your Portrait Hub, they'll be prompted to create a login for their Patient Portal.
  • Once logged in, patients will complete their medical profile and can view their long-term treatment plan, personal details, promotions, and upcoming appointments.
  • Patients can also edit and update their information anytime, and it will automatically sync with their profile in your Portrait Hub.

Inventory Management

  • In Portrait’s Hub, you can choose to access detailed inventory insights, including total value, carrying costs, weeks on hand, and usage.
  • Portrait’s technology analyzes your inventory history and automatically makes cost-effective ordering recommendations based on these insights.

Product Ordering

  • After sharing your location information during the onboarding process, you can easily access all your favorite products from top suppliers in Portrait’s Hub.
  • Select your products, set quantities, choose your delivery date, and view your exclusive savings through Portrait.
  • Our system will automatically charge your selected payment method and deliver the products according to your preferences.

CPOM (Corporate Practice of Medicine) Payment Flow

  • After signing, your onboarding manager will set up a deposits account linked to your Portrait Hub, enabling you to process charges through our technology.
  • Once a patient is charged, funds will automatically flow into your deposits account and then to your bank account.
  • This flow of funds is designed to help you maintain compliance and is aligned with CPOM guidance from our legal and compliance team for most stages.
  • For more complex regulatory environments, we can facilitate more custom arrangements.

Finance

Access the financial support and funding you need to run a successful, cost-effective business in one place.

Patient Financing
loans & credit facilities
Direct Investments

Patient Financing

  • Portrait works with a wide variety of patient financing companies including PatientFi, Cherry, AllePay, Privi, CareCredit, and others.
  • For some of these vendors, Portrait has negotiated fee discounts for clients and/or can offer financing without credit checks or down payments.
  • During onboarding, you can set up whichever of these programs makes the most sense for your business.
  • These different tools are integrated in various ways into Portrait’s platform for a seamless patient checkout experience.

Portrait and Portrait-Affiliated/Recommended Credit Facilities & Credit Cards

  • After signing, you can access Portrait’s network of preferred financial vendors — which offers in-house and external credit card options.
  • Our preferred vendors offer cash back on business purchases, have long billing cycles (for purchasing product), or have 0% intro APR periods for up to 20+ months to give you time to pay back launch costs.

Direct Capital Investment

  • Portrait's team often considers direct investments into businesses that are growing and are looking for additional capital.
  • Portrait’s platform can invest direct capital into your business to help you get started or expand.
  • Capital investments can be used for specific purposes like purchasing a medical device, or generically to help your business get to the next level.
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Portrait Health Inc. and its affiliated medical practices, including DermDocs, PC, Portrait Health Care, PLLC and Portrait Health Care New Jersey, PC, work closely with nurses and physician assistants to provide medspa services to shared patients. This includes providing nurses and physician assistant-led entities with a wide range of administrative and clinical support services in accordance with medspa industry standards, and applicable laws and regulations.