How to connect to PracticePanther.

To connect your account to PracticePanther, please perform the following steps:

  •  Log Into PrimaFacie.
  • Navigate to the Administrator Panel

 

  • Click on the “Integrations” tab.

  • Select “Connect” under the PracticePanther option.

  • This will bring you to PracticePanther to approve the permissions.

  • “Grant Access”
  • Log into PrimaFacie again.
  • Now you can search for a contact you have in PracticePanther

  • Click the contact’s name to import it into PracticePanther

  • Now you can format the contact’s name, address and etc to make sure it is as desired.  You can see at-a-glance if there are addresses, phone numbers or matters that will be imported.
  • Click Import

 

  • Now you can see the imported information and the location of where the rest of their data can be entered.