This guide will assist you in transitioning to Practice Better, whether you are moving from another software or from paper records.
- Migrating Data from a Previous Platform
- Porting Over an Existing Fax Number
- Adding Pre-Paid Packages
- Adding Outstanding Payment Plans
Migrating Data from a Previous Platform
Learn more on our detailed page here: Migrating to Practice Better
Porting Over an Existing Fax Number
If you are subscribed to the Plus or Team Plan, you can port an existing fax number from another provider to use in Practice Better. Follow the steps in this help article to transfer your existing fax number.
If you're not on the Plus plan you will need to update your subscription in order to use a dedicated fax number in Practice Better.
Adding Pre-Paid Packages
When you sign up there may be some clients that have pre-paid packages that still have sessions remaining. In order to give credit to clients for their purchase you will need to add the package and set the remaining number of sessions.
To credit clients for pre-paid packages with remaining sessions:
- Create a Package: In My Practice > My Services, create a package with a cost of $0.00 and ensure it is set to Private to prevent new clients from purchasing it.
- After saving the package, it will appear at the bottom of the My Services page.
- Click the Create for client button to manually book a package for a client.
- Select the client and modify the package details as needed.
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Add sessions to this package to specify the service type and the number of remaining sessions.
- Click Save to share the package with your client, enabling them to book their remaining sessions.
Adding Outstanding Payment Plans
For clients with outstanding payment plans, you can set up custom payment plans for the remaining balance:
- Select Payment Plan Type: Choose Collect Installments for an existing balance when setting up the payment plan.
- Include Applicable Taxes: The total balance due will include applicable taxes, and installments won't be taxed as the tax is assumed to be included in the starting balance. Taxes are billed on the total and will be charged as a separate installment.
- Enter Remaining Balance: In the Starting Balance field, input the amount remaining on the client's previous payment plan.