This guide walks you through the essential tools for managing client relationships in Practice Better, from creating client profiles to conducting secure telehealth sessions. You'll learn how to organize client information, handle billing, and communicate effectively with the people you serve.
In this article:
- Adding Clients
- Understanding Client Information
- Organizing Documents
- Managing Billing and Payments
- Telehealth and Messaging
Adding Clients
Creating a client profile is your first step toward building a comprehensive health record in Practice Better. Once you've added a client to the platform, you can develop protocols, store medical information, and share personalized recommendations. Your clients can then accept their invitation to the platform, book their own sessions, and access the resources you've shared with them.
Transitioning from another platform? We're here to help make the move smoother. Our IT team can import your clients' basic information from Excel or .CSV files. If you provide client documents in a compatible format, we can also help import them into your Documents section. We'll set up a secure Box.com folder for you to upload your client data. Complete this form to get started with the import process.
Understanding Client Information
The client profile (also called the client record) serves as your central hub for recording everything you need to know about a client. This includes basic contact information, medical history, lifestyle details, and chart notes that help you develop personalized health plans and recommendations.
You can begin entering information when you first create the client profile, but you're not limited to that initial setup. Access and update client information anytime by navigating to My Clients > [Client Name] or by using the Client Hub.
Organizing Documents
Practice Better gives you the flexibility to upload and store documents that work for your unique practice needs. Documents can be associated with specific clients or shared across multiple clients. Whether you're storing client-specific lab results or general educational handouts, creating a thoughtful folder structure helps you stay organized and find what you need quickly.
To make sharing client handouts a breeze, consider integrating your Google Drive or Dropbox account to easily sync files from your cloud storage into Practice Better.
Managing Billing and Payments
Keeping track of your finances is essential to running a sustainable practice. Practice Better helps you create and send invoices to clients for your products and services, while tracking received payments in one centralized location.
With our paid subscriptions, you gain access to payment plan functionality for your packages, services, and programs. Payment plans offer flexibility, allowing you to collect a deposit at the time of booking and set up installment payment schedules that work for both you and your clients.
Telehealth and Messaging
Supporting clients remotely has never been easier. Practice Better provides integrated telehealth and secure messaging tools that help you deliver care from anywhere. You can configure services to be bookable as telehealth sessions, allowing clients to meet with you over video chat instead of coming to your office. Secure messaging ensures that all communication with your clients stays private and protected within the platform, giving you both peace of mind.