Legacy 2.0 Program Policies: Provider FAQ
Last Updated: June 2026
Questions? Reach out to Sydney and Mariela directly — sydney@portraitcare.com and mariela@portraitcare.com — or submit a support ticket.
Table of Contents
- About the Addendum
- What Happens When I Sign My Addendum
- Tiers and Revenue
- Monthly and Annual Benefits
- Growth Credits
- Supplies and Ancillary Credits
- Rent Support, Utility Contribution, and GFE Pauses
- Training Allotment
- GFE Compensation (NPs and PAs)
- PCC Support
- Revenue Minimum Standard
- Termination and Offboarding
- Program Policy Updates
- Operational Questions
- Payroll and Timing
1. About the Addendum
Can the addendum be negotiated or modified for my situation?
The addendum, as written, is the foundation of Legacy 2.0 and will not be modified on an individual basis. This is intentional — the only way to build something fair at scale is to hold the same standard for everyone.
That said, provider feedback matters. Any improvements, language updates, or program enhancements that come out of provider feedback will be applied universally — outside of the initial addendum and in a way that benefits everyone equally. Your input shapes what comes next for the collective as a whole.
What is the deadline to sign?
The current deadline to sign your addendum is July 15th.
How do I get my questions answered before signing?
There are three ways to reach us:
- Book a call directly: https://calendar.app.google/pDXR7jAUbaN7eySy5
- Submit a ticket and we will respond directly
- Email Sydney at sydney@portraitcare.com and Mariela at mariela@portraitcare.com
2. What Happens When I Sign My Addendum
What happens when I sign my addendum?
Your Legacy 2.0 terms take effect immediately upon signing. Here is what activates and when:
Effective immediately at signing:
- Your growth credits are available based on your prior month's revenue
- Your training allotment is available based on your prior full calendar year's revenue, minus any training credits you have already utilized this calendar year
Reflected in your next month's payout:
All compensation and benefit updates for the full calendar month in which you signed are captured and paid out in the following month's payout on the 15th. This includes:
- Updated Provider Earnings Rate and any applicable performance bonus
- Utility contribution
- GFE compensation (for NPs and PAs)
- Any applicable Device Investment Agreement revenue adjustments
So if you sign in June, your June activity — including your full updated Provider Earnings Rate and all applicable benefits — will be reflected in your July 15th payout.
A note on rent support timing:
Rent support updates follow the rental payment cycle, not the payout cycle. Your first full month of revenue under Legacy 2.0 determines your updated rent support amount — and that amount is reflected in the rental payment made the following month.
For example: if you sign in June, your full June revenue is calculated in July and determines your rent support amount. That updated rent support is then applied to the August rental payment, which is made around July 20th.
Does waiting to sign affect my terms?
Your tier recalculates monthly based on that month's revenue, so there is no risk of being locked in at the wrong tier by signing at any particular time. However, your growth credits begin accruing based on the month prior to your signing date. Waiting does mean leaving credits on the table permanently — there is no catch-up for months prior to signing.
3. Tiers and Revenue
How is my tier determined?
Your tier is based on your prior month's revenue and recalculates automatically each month. You do not need to request a tier change. It updates on its own.
What are the tiers and corresponding rates?
| Tier | Monthly Revenue | Provider Earnings Rate | Monthly Growth Credits |
|---|---|---|---|
| Tier 3 | Under $20k | 30% | None |
| Tier 2 | $20k - $34,999 | 30% | $500 |
| Tier 1 | $35k - $59,999 | 30% | $1,000 |
| Diamond | $60k - $99,999 | 31% | $1,500 |
| Diamond+ | $100k - $149,999 | 32% | $2,000 |
| Diamond Elite | $150k+ | 33% | $3,000 |
Why does the rate stay at 30% for Tiers 2 through 1?
All providers start at 30%. The elevated rate is a performance reward specifically for Diamond and above tiers, reflecting sustained high-volume practice. Growth credits and benefit increases are how Tiers 2 and 1 are rewarded as you climb.
Are Provider Earnings Rates negotiated individually?
No. Legacy 2.0 is a standardized program. Provider Earnings Rates are determined by tier only and are applied consistently across all providers.
What happened to Legacy+?
Legacy+ no longer exists in Legacy 2.0. All providers operate under the tiered structure above.
4. Monthly and Annual Benefits
What benefits are available each month?
| Tier | Growth Credits | Supplies Budget | Rent Support | Studio Utility |
|---|---|---|---|---|
| Tier 3 | None | $200 | Up to $1,500 | $150 |
| Tier 2 | $500 | $300 | Up to $1,500 | $150 |
| Tier 1 | $1,000 | $500 | Up to $2,500 | $150 |
| Diamond | $1,500 | $1,000 | Up to $5,000 | $150 |
| Diamond+ | $2,000 | $1,250 | Up to $6,000 | $150 |
| Diamond Elite | $3,000 | $1,250 | Up to $8,000 | $150 |
Note: Supplies budget does not include Hylenex purchases.
What annual benefits are available?
Your annual training allotment is set on January 1st based on your prior full calendar year's revenue. It can be used toward approved courses, conferences, certifications, and advanced training. For full details on what your training allotment covers, how to submit, and what is not eligible, see Section 8.
5. Growth Credits
What are growth credits?
Growth credits are earned each month based on your tier and are available to invest back into your practice — marketing, content creation, ad spend, office upgrades, and more.
What can growth credits be used for?
Anything that supports your practice — its use, enhancement, or business growth qualifies. Examples include:
- Marketing and advertising (social media ads, Google ads, promotional materials)
- Content creation (photography, videography, graphic design)
- Office upgrades and decor
- Practice signage
- Improved technology for your practice
- Event supplies
- Patient office amenities (beverages, snacks, water bottles, etc.)
- Software or tools used for your practice
Personal expenses do not qualify. Each submission is individually reviewed to confirm it is an appropriate use of funds. Submissions that meet the criteria are approved and those that don't are declined with a reason provided.
If you're ever unsure whether something qualifies before you spend, reach out via ticket first — we'd rather answer the question upfront than decline after the fact. Pre-approval is always available.
What if my submission is denied?
We'll tell you why. You can respond with additional context or documentation and we'll review it again. Denials are rare and typically occur when a provider has hit their maximum credit balance for the period or when an expense is clearly personal.
Which credit bucket should I use for a given expense?
Each credit type has a primary purpose. Expenses should always be submitted to the most relevant bucket first:
- Supplies/ancillary credits — medical supplies, clinical consumables, office supplies, and patient experience items
- Training allotment — courses, certifications, conferences, and continuing education
- Growth credits — marketing, content, practice growth, and business development expenses
If your supplies/ancillary allotment is exhausted for the month, eligible supply expenses can be submitted against your growth credits. If your training allotment is exhausted, eligible training expenses can pull from growth credits. Growth credits are the only bucket that can supplement another — supplies/ancillary credits and training allotments may not be used for growth-category expenses, and they cannot cross-fund each other.
Do growth credits roll over?
Yes, with a cap. Unused growth credits roll over at the end of each calendar year up to the following limits, based on your annual revenue:
| Annual Revenue | Growth Credit Rollover Cap |
|---|---|
| Under $240,000 | $0 |
| $240,000 - $419,999 | $500 |
| $420,000 - $719,999 | $1,000 |
| $720,000 - $1,199,999 | $1,500 |
| $1,200,000+ | $2,000 |
Any unused balance above your rollover cap is forfeited on December 31st each year. Final balances are confirmed by the January 15th annual true-up.
How long do I have to submit a reimbursement?
Receipts must be submitted via Portrait's ticketing system within 30 days of the expense or event date. Submissions after 30 days are not eligible, with no exceptions.
Why does my training allotment feel lower than what I had before?
This is a common question and worth clarifying. Under Legacy 1.0, Training, CME, and Marketing were combined into a single budget tied to a Joint Investment Agreement (JIA) — a 36-month financial commitment with repayment obligations attached. That budget was never truly yours — it came with strings.
In Legacy 2.0, that single combined budget has been split into two separate, independent credit buckets with no JIA attached:
- Annual Training Allotment — dedicated to CME, courses, conferences, and professional development
- Monthly Growth Credits — dedicated to marketing, advertising, content, and business development
When you add both buckets together and compare them to the old combined figure, here is how they stack up:
| Monthly Revenue | Legacy 1.0 Combined Budget | Legacy 2.0 Training Allotment | Legacy 2.0 Growth Credits (annual) | Legacy 2.0 Total |
|---|---|---|---|---|
| $20k - $40k | $1,500/year | $1,500/year | $6,000/year | $7,500/year |
| $40k - $70k | $6,000/year | $5,000/year | $12,000/year | $17,000/year |
| $70k - $100k | $10,000/year | $7,500/year | $18,000/year | $25,500/year |
| $100k - $150k | $12,000/year | $10,000/year | $24,000/year | $34,000/year |
| $150k+ | $20,000/year | $10,000/year | $36,000/year | $46,000/year |
In every tier, the total available in Legacy 2.0 exceeds what was offered under Legacy 1.0 — and none of it is tied to a repayment obligation. Legacy 2.0 also made these benefits more attainable. Under Legacy 1.0, the $10,000 combined budget required $70,000 - $100,000 in monthly revenue to unlock. In Legacy 2.0, Diamond tier begins at $60,000 per month — meaning providers access $25,500 in combined annual credits sooner than they would have under the old structure.
The credits accumulate monthly, roll over subject to annual caps, and are yours to use without a JIA.
6. Supplies and Ancillary Credits
What are supplies and ancillary credits?
Your monthly supplies/ancillary allotment is Portrait's way of covering the day-to-day clinical and operational needs of your practice. Portrait sources and purchases approved items on your behalf. Unused balances accrue monthly and roll over subject to an annual cap based on your revenue tier. Any balance above the rollover cap is forfeited on December 31st each year.
| Annual Revenue | Ancillary Rollover Cap |
|---|---|
| Under $240,000 | $200 |
| $240,000 - $419,999 | $300 |
| $420,000 - $719,999 | $500 |
| $720,000 - $1,199,999 | $1,000 |
| $1,200,000+ | $1,250 |
What can supplies and ancillary credits be used for?
Approved categories include:
- Clinical consumables (gauze, needles, gloves, alcohol wipes, prep supplies, sterilization supplies, sharps disposal)
- Office materials and organizational supplies
- Patient experience items (gowns, draping, face masks)
- Suite enhancement and operational supplies
Supplies/ancillary credits do not cover injectables, skincare or retail products, equipment or devices, or personal items.
How do I submit a supplies request?
Submit a ticket through Portrait's support center with documentation. Your Legacy team will confirm eligibility and process the order.
7. Rent Support, Utility Contribution, and GFE Pauses
How does rent support work?
Portrait provides a monthly contribution toward your studio rent up to the maximum for your tier. The actual amount paid is based on your verified lease cost up to the tier cap. If your rent exceeds the cap, the difference is deducted from your monthly payout.
When does rent support pause?
Rent support pauses in any month where your prior month's paid service revenue falls below $10,000. When rent support pauses, you remain fully responsible for paying your landlord on time — Portrait's pause does not pause your lease obligations. No action is required from Portrait's side; this resumes automatically once your revenue exceeds the threshold.
When does the utility contribution pause?
The $150 monthly utility contribution requires two conditions to be active: rent support must be active, and your prior month's paid service revenue must be at or above $15,000. If either condition is not met, the utility contribution does not apply for that month.
Who is responsible for utilities in a month the allotment does not activate?
You are. Portrait has no obligation to cover utility costs in any month the allotment does not activate.
When does GFE compensation pause?
GFE compensation is not paid in any month where your prior month's paid service revenue falls below $15,000. This applies regardless of how many GFE clearances were completed that month. For full details on GFE compensation, see Section 9.
8. Training Allotment
How is my training allotment calculated?
Your annual training allotment is set on January 1st based on your prior full calendar year's revenue and remains fixed for the entire year regardless of monthly fluctuations.
| Annual Revenue | Annual Training Allotment |
|---|---|
| Under $240,000 | Not eligible |
| $240,000 - $419,999 | $1,500 |
| $420,000 - $719,999 | $5,000 |
| $720,000 - $1,199,999 | $7,500 |
| $1,200,000+ | $10,000 |
What can my training allotment be used for?
The training allotment is designed to support your professional development as an aesthetic provider. Approved expenses include:
- Registration and tuition fees for CME courses, aesthetic training programs, and accredited clinical education
- Airfare
- Transportation while at the event (rental car, Uber, Lyft, etc.)
- Hotel stays for the duration of the event only
A note on travel reimbursement: Travel coverage is tied directly to the event itself. If your event is two days, Portrait covers two nights of hotel and travel for those two days. We do not cover extended stays before or after the event, regardless of personal preference or scheduling convenience. If you choose to extend your trip for personal travel, those additional nights, flights, and transportation costs are your responsibility.
The following are not covered under the training allotment under any circumstance:
- Food and beverages at any point during travel or the event
- Leisure extensions before or after the training event
- Professional licensing and renewal fees (RN, NP, PA, or any other credential)
- General degree tuition (nursing school, PA programs, or similar)
- Tips and gratuities
- Travel insurance
- Entertainment or incidental costs
- Peer-to-peer private instruction without formal accreditation
- Optional conference social events sold separately from the main registration
If you are unsure whether a specific expense qualifies before you book, submit a ticket for pre-approval. We would rather confirm eligibility upfront than decline after the fact.
Do unused training credits roll over?
No. Training allotments expire on December 31st of each calendar year. Unused balances are forfeited. A fresh allocation is set on January 1st based on the prior year's revenue.
9. GFE Compensation (NPs and PAs)
Why does Legacy offer GFE compensation?
GFE clearances take time — and time away from treating patients is time away from earning. As an NP or PA, you bring advanced clinical training and prescriptive authority that makes your practice possible. GFE compensation is our way of recognizing and respecting that. It activates automatically once your credentials are verified. No application, no request, no ticket needed.
What is the GFE clearance payment?
NPs and PAs earn $10 per Good Faith Exam completed through Portrait's systems for their own practice. Compensation is added directly to your monthly payout on the 15th — no separate process required.
How much can this add up to?
It adds up faster than you might expect. At an average of 15 clearances per month, that is $150 added directly to your payout. At 30 clearances, $300. It reflects your actual volume automatically.
Are RNs eligible for GFE compensation?
No. GFE clearance compensation is specific to NPs and PAs, who hold the prescriptive authority required to perform GFEs.
When does GFE compensation pause?
GFE compensation is not paid in any month where your prior month's paid service revenue falls below $15,000. This applies regardless of how many GFE clearances were completed that month.
10. PCC Support
What PCC coverage does every Legacy provider receive?
Every Legacy provider receives virtual PCC coverage Monday through Friday, up to 40 hours per week. Virtual PCCs handle patient coordination, scheduling, coverage of phone lines, and other operational support tasks remotely.
Am I eligible for an in-office PCC?
In-office PCCs are an optional addition for Tier 1 and above. Tier 2 and Tier 3 providers continue to receive virtual coverage only.
What are my in-office PCC options?
There are two options:
- Option A — Provider Hired: You hire and manage your own in-office PCC. Portrait advances a monthly stipend to offset the cost. You are the employer of record and are responsible for all employment obligations. Documentation confirming actual payment must be submitted within 30 days of the advance or the full stipend is clawed back.
- Option B — Portrait Hired: Portrait hires, employs, and manages the PCC. The PCC is a Portrait employee placed in your studio to work alongside you. Portrait makes all final employment decisions. You are not the employer.
Do I have both in-office and virtual coverage at the same time?
Not by default. Your in-office PCC and virtual PCC never work on the same day. On days your in-office PCC is scheduled, virtual coverage is off for your practice. On days your in-office PCC is not working, virtual coverage fills in automatically. If you have a full-time in-office PCC or receive a full-time stipend, virtual coverage is not included. If you have a part-time in-office PCC or receive a part-time stipend, a maximum of 24 hours applies to either PCC — with a combined maximum of 40 hours per week shared between them.
Providers who want virtual coverage on days their in-office PCC is also working may opt into additional virtual coverage at an additional cost. Pricing and scheduling for this arrangement are handled through Paola — reach out via TigerConnect or submit a ticket to discuss your options.
What can my in-office PCC help with?
In-office PCCs support your daily practice operations — patient check-in and check-out, room preparation, inventory, in-person patient interactions, reward redemptions during scheduled hours, and Portrait-assigned duties. PCCs do not handle marketing, social media, personal errands, Beauty Bank management, or anything outside Portrait's defined support scope. If you are ever unsure whether a task is in scope, ask before assigning it.
Who do I contact to set up in-office PCC support or ask questions?
Reach out to Paola via TigerConnect or submit a ticket. For concerns about your PCC arrangement, contact Paola, Sydney, and Mariela in writing.
11. Revenue Minimum Standard
Is there a minimum revenue requirement to remain an active Legacy provider?
The Medical Group establishes a minimum practice activity standard of $15,000 in monthly revenue for participation in the Legacy program. This standard reflects the Medical Group's determination of the minimum level of clinical activity required to maintain the operational infrastructure supporting active practices. Portrait administers this standard on the Medical Group's behalf.
What happens if I fall below $15,000 in a month?
Portrait monitors compliance with this standard on the Medical Group's behalf. If your revenue falls below the threshold, Portrait will notify you in writing and initiate a structured recovery process as directed by the Medical Group. The full process from first flag to exit is capped at six months — providers who do not course-correct within that window will be transitioned off the program. To clear the standard, you must achieve an average monthly revenue above $15,000 over two consecutive months. Hitting $15,000 once is not sufficient to clear. The process is documented at every step with no surprises.
12. Termination and Offboarding
How much notice is required if I want to leave the Legacy program?
A 90-day written notice is required. If notice is not given at the start or end of a month, your transition date will be rounded to the nearest month start or end, 90 days out. Portrait also retains the right to issue a 30-day notice of termination where applicable under the terms of the Addendum.
What happens during my 90-day notice period?
- Growth credits pause and are forfeited immediately on your notice date
- Training allotment pauses on your notice date — no new reimbursement requests are approved
- GFE compensation pauses on your notice date
- Utility contribution pauses on your notice date
- Ancillary credits are replaced by a fixed wind-down pool for the full notice period
- Rent support continues through your transition date at your then-current tier ceiling
- PCC support continues through the transition date subject to operational adjustments
- All operational obligations continue — patient care, EHR charting, inventory reconciliation, and GFE compliance
What am I financially responsible for at exit?
Any amounts due at exit — including growth credits, training credits, and referral bonuses paid in the 90 days before your notice date; inventory on hand at exit charged at 50% of floor price; any outstanding Beauty Bank member balances; setup cost recovery within the applicable 24-month window; and any outstanding cash balances or fees — will be deducted from your final Revenue Earnings disbursement where possible. If the final disbursement does not cover the full amount owed, Portrait will issue a Final Invoice for the remaining balance due within 10 days of your transition date.
Will I owe anything for my JIA when I exit?
Legacy 2.0 does not use long-term Joint Investment Agreements. The 36-month lock-in structure from Legacy 1.0 no longer applies.
13. Program Policy Updates
Can Portrait change the terms of my agreement after I sign?
This is an important distinction and one we want to be clear about.
Portrait can update operational Program Policies — things like how support tickets are submitted, how inventory is processed, platform requirements, and practice standards. These updates require 30 days written notice and your continued participation constitutes acceptance.
What Portrait cannot change unilaterally are your material economic terms — your Provider Earnings Rate, tier structure, and credit allotments. Those are governed by your signed Addendum. Any change to those terms requires 30 days written notice and is made in collaboration with Medical Group.
Program updates are communicated via newsletter, emailed announcement, support articles, or EHR policies. You will always be notified before any update takes effect.
14. Operational Questions
What happens if I don't close a patient chart within 96 hours?
The Medical Group requires all patient charts to be closed within 96 hours of the visit. Charts remaining open beyond that window are flagged by the Medical Group, and Portrait will hold your Revenue Earnings disbursement until the Medical Group confirms the chart has been closed and approved. Portrait administers this hold on the Medical Group's behalf. If a chart is open due to an EHR system issue, submit a ticket immediately so the tech team can document it — this protects you in the event of a dispute.
What is the Dual Function Day add-on?
Dual Function Day is an optional add-on available to Tier 1 and above that allows your in-office and virtual PCC to both be active on the same day with a clear scope split between them. It is available on a monthly plan (up to 3 days per week at $600/month) or on an ad hoc basis ($200/day, capped at 8 days per month). The cost is deducted from your monthly payout.
Are emergency kit items covered outside of my credit pools?
Yes. Required emergency kit items that meet Portrait and Medical Group compliance standards are covered as a compliance obligation and are not drawn from your supplies/ancillary credit or growth credits.
How many reimbursement tickets can I submit per month?
There is no minimum or maximum. You can submit one ticket per expense as it occurs — you do not need to batch submissions. The only requirement is that each submission falls within 30 days of the expense or event date.
15. Payroll and Timing
When are benefits reflected in my payout?
Benefits are calculated based on your prior month's revenue and reflect in the following month's payroll cycle on the 15th.
How do growth credits work in relation to my payout?
Growth credits accumulate each month based on your tier but are never paid out directly. Credits are only returned to you as reimbursements — either when you submit an approved expense and Portrait reimburses you separately, or when Portrait pays for an approved item on your behalf and applies it against your credit balance. Reimbursements may be issued as a separate payment or added as a line item to your monthly payout. There is no direct cash conversion of growth credits.
What if my payout is delayed?
Portrait processes Revenue Earnings by the 15th of each month. ACH transfers may take additional business days to settle, and timelines may extend due to weekends, banking holidays, or Portrait-recognized holidays. If Portrait is unable to initiate processing by the 15th due to a system or operational issue, you will receive written notice by the 15th with the cause and expected resolution date.
This article is maintained by the Legacy Operations team. For questions not covered here, reach out to Sydney and Mariela directly at sydney@portraitcare.com and mariela@portraitcare.com, or submit a ticket through the support center.