We’re here to help.
Here are a few answers to frequently asked questions about the Practice Better platform.
- Security and Privacy
- Programs and Courses
- Protocols and Supplements
- Forms and Waivers
- Account and Subscription
- Invoicing and Payments
- Practice Better International
- Telehealth and Messaging
Security and Privacy
Q: Is Practice Better secure?
A: Yes, Practice Better is secure. We have many safeguards in place to protect your data which you can learn more about here. In addition, we are HIPAA, PIPEDA, and GDPR compliant to name a few.
Q: Will Practice Better sign a BAA?
Q: Can I upload and share documents with clients?
A: Yes, you can easily share documents (handouts, protocols, blood work results, PDFs, images, etc.) with clients by uploading documents from your hard drive or by linking your Dropbox or Google Drive to your account. Learn more about working with documents.
Practice Better’s paid plans start with 1GB of storage. View our plans and pricing.
Programs and Courses
Q: Can I run online programs in Practice Better?
A: Yes you can run online programs and courses in Practice Better! You can schedule your content to be delivered on specific dates and notify clients when new modules are available. Programs can be run in two ways, either Fixed-Date or Evergreen.
Fixed-date programs run from a set start date and finish on a set end date. Modules are unlocked and accessible to clients based on calendar dates.
Evergreen programs are ongoing and allow clients to enroll at any time. Modules are released based on their enrollment dates. Learn more about working with programs.
Protocols and Supplements
Q: Can I recommend supplements to my clients?
A: Yes you can! You can add supplements to your account that can be used in Practice Better protocols and protocol templates. Learn more
If you’re in Canada or the US, you can also link your Fullscript account to Practice Better to allow clients to order supplements from your dispensary. Learn more about linking your Fullscript account to Practice Better.
Forms and Waivers
Q: Can clients complete and sign forms online?
A: Yes, clients can complete and sign forms from the website or mobile app. Learn more
Q: Can I upload my own forms into Practice Better?
A: If you don't want to re-create your forms using our Form Builder, you can upload your existing Word and PDF files for clients to download, complete and upload back to you. Learn more
Q: Can clients complete forms without setting up an account?
A: Yes, clients can complete their forms directly from the link(s) provided in their email notifications.
Q: What if l can’t find a feature that I need?
A: We’re always open to improving Practice Better. Drop us a line and let us know what you’d like to see included in the platform.
Q: How are you different from your competition?
A: It’s very important to us to provide a comprehensive tool that is also affordable at any stage of your practice. Check out our comparison page to see how we compare.
Q: Can I use Fax in Practice Better?
A: Yes, you can send and receive faxes in Practice Better! The Pro plan allows you to buy credits to send faxes. The Plus plan allows you to send and receive faxes using a dedicated fax number (up to 100 pages a month + more with credits). Learn more about sending and receiving faxes in Practice Better.
Q: Is there a Practice Better support number for me to call?
A: Email is our primary method of support. We typically respond within a couple of hours of your request. You can send your questions to email@example.com.
Q: Will Practice Better work with my browser?
A: Practice Better will work with the latest versions of Chrome, Firefox or Safari.
Learn more about our browser and mobile compatibility.
Q: Can I access my files from anywhere?
A: Yes. Practice Better is a cloud-based platform which means you can access all of your files on any device from anywhere you have Internet access! You can also download our mobile apps for iPhone/iPad and Android
Q: Can I share client files with other practitioners?
A: Yes. On the Team Plan, you can share client files with other members of your team.
Q: What notifications do my clients receive?
A: For clients with access to the Client Portal, the following notifications will be sent:
- Appointment notifications and reminders
- Tasks and reminders
- Booking invites
- Shared session notes
- Shared protocol
- Comments on journal entries
- Shared documents
- Forms to complete
- New invoices/payment plans/receipts
- New superbills
- Chat messages
- Program notifications
For uninvited clients:
- Forms to complete
- New invoices/receipts
- New superbills
- Appointment notifications and reminders (optional)
- Tasks and reminders
Q: Can I import my data from my existing client management system?
A: Yes. If you’ve signed up for a paid plan, we can help you transfer your records over to Practice Better. Contact us for more information.
Q: Can I try Practice Better for free?
A: Yes. We want everyone to have access to Practice Better even if you’re just starting out. We offer you a free subscription to use with 1–3 clients so you can start growing your business without any risk or investment so if you are interested please register today.
Q: I forgot my password, how do I reset it?
A: If you forgot your password and need to reset it, you can do so by clicking on the Forgot password? button on the Sign In page: https://my.practicebetter.io/#/forgotpassword
You will receive an email with a link to reset your password. Click the link in the email to specify a new password for your account.
Q: Can I schedule time between sessions?
A: Yes, when you create a new service, you have the option of setting buffer times before and after booked sessions. This buffer time can differ from service to service.
Q: Does Practice Better allow me to book group appointments?
A: Yes, you can schedule and manage group classes. You can create custom group services, set up your availability, and manage your attendees along with other session details. Learn more about working with group services.
Q: Can I block off time between sessions?
A: Yes, when you create a new service, you have the option of setting up buffer time before and after booked sessions. This buffer time can differ from service to service and can also be set up for events in your external calendar.
Q: Can I schedule appointment reminders for my clients?
A: Yes, you can schedule automated session reminders to be sent out via email and text. You can customize when these reminders are sent, and even send session reminders to yourself. Learn more about enabling and editing notification options.
Account and Subscription
Q: Can I use my own logo and branding?
A: Yes, Practice Better allows you to add your own logo and brand colors to forms, protocols and invoices with our Professional Plan. You can also set up a Personalized URL (e.g. mypractice.practicebetter.io) and apply your logo and brand colors to the web portal on our Plus Plan. Learn more
Q: Can I put my account on hold?
A: We do provide the option to put your subscription on hold for $10/month. During this time you won't be able to access your account. If you'd like to place your subscription on hold, please contact our Support Team for more information.
Optionally, if you have 3 or fewer clients in your account, you can update your subscription to our free Sprout Plan until you're ready to start seeing clients again.
Q: What do I do if I reach my client limit?
A: The client limit takes into account the total number of clients you have stored on the platform (active or deactivated). On the free Sprout plan, you can have 3 total clients, on the Starter plan the client limit is 10, on the Pro plan the client limit is 200 and on the Plus plan you can have an unlimited number of clients.
If you are approaching the client limit on your plan, you can either upgrade your plan or consider exporting the records of clients who you are not actively seeing or don’t anticipate working within the future. Once you have downloaded the archives you can then delete their records from the system. Learn more about deleting a client's chart.
Q: Do you have an affiliate program?
A: Yes, we do have an affiliate program. As an affiliate you can earn recurring commission for leads that sign up for a paid plan. Learn more about our affiliate program and how to sign up.
Q: Can one client have multiple practitioners using Practice Better?
Yes, a client can work with multiple practitioners using the same login credentials.
Q: Can I export my client data?
A: Yes, files may be exported at any time. The majority of your client data will be exported in a spreadsheet. Published protocols and completed forms will be provided in PDF format. Learn more about exporting client records.
Q: Can I cancel my subscription at any time?
A: Yes, there are no contracts, you can cancel your subscription at any time.
Q: Can I change my plan?
A: Yes, you can absolutely upgrade or downgrade your plan at any time. If you’re downgrading your plan, you’ll first need to ensure that your active number of clients is within the limits of your new plan.
Invoicing and Payments
Q: Can my clients pay using Paypal/cash/bank transfer etc?
A: While Practice Better only accepts online payments through Practice Better Payments (powered by Stripe) or Square, you can use our invoicing system to record external payments made by either cash, bank transfer and other payment methods.
Q: Can I submit claims in Practice Better?
A: Yes, you can submit claims using our integration with Claim.MD.
Q: Can I generate Superbills
A: Yes, you can generate Superbills and share them with your clients within the platform. Learn more about insurance billing in Practice Better.
Practice Better International
Q: Is Practice Better GDPR compliant?
Q: What if I don't see my country’s currency in the invoicing system?
A: Not a problem! Drop us a line at firstname.lastname@example.org if you don’t see your currency in our list of supported currencies.
Q: Can I use Practice Better outside of North America?
A: Yes absolutely! Although there are some 3rd party integrations that may not be available outside of North America.
Keep in mind, you can only collect online payments in the system through Practice Better Payments (which is powered by Stripe) or Square. We recommend checking if Stripe or Square is available in your country. Learn more about Stripe availability and Square availability.
If they are not available in your country, you can still use our invoicing system to send and record payments.
Q: Can I do international calls for telehealth using Practice Better?
Yes, you should experience no difficulty conducting international Telehealth calls via Practice Better’s Telehealth or Zoom. You’ll just need to make sure that both you and your clients have a good internet connection.
Telehealth and Messaging
Q: Can I communicate with my clients within the platform?
A: Yes, you can use our built-in secure messaging and video chat features.
Q: Can I send mass messages in the system?
A: Yes, Plus plan users can send broadcast messages to multiple clients at once. You can send these via direct chat messages, emails or both.
Learn more about our Broadcast feature!
Q: Can I record my Telehealth sessions?
A: You can record your Telehealth sessions through our Zoom integration.
Q: Can I track what my clients eat?
A: Yes. Clients can log what they consume directly in their client portal using their Food & Mood Journal. They can track what they eat by searching our nutritional database, writing what they ate in their own words or by showing you with a photo.
Q: Is there photo journaling?
A: Yes, clients can take photos of their meals to include in their Food & Mood Journal using our mobile app.