🔄 We're freshening things up!
Practice Better is gradually rolling out a refreshed UI/UX design. You may notice that the navigation bar has moved from the top to the left side of the portal. As a result, some screenshots and images in our articles may not yet reflect the updated interface — but the steps and guidance are still accurate.
We're actively updating all articles and appreciate your patience in the meantime. If something looks different than what you see on screen, the functionality is the same — just with a fresh coat of paint.
Updates
- Our enhanced Search Bar allows you to find what you're looking for more efficiently!
This update includes the ability to perform searches for the following items all from one place:
- Clients by name and email address
- Client resources (e.g. notes, forms, protocols, messages)
- Portal settings and pages
- Help articles and bookmarks
- Admin users can now create and modify "Add, Update or Remove Client Tags" and "Add/Invite New Clients" automations on behalf of team owners
- Minor bug fixes and improvements
