Onboarding Part 3: Working With Your Clients

• 
  Working with Clients

  How do I add a client to the platform?
• 
  Telehealth & Messaging

  How do I make my services bookable as a telehealth session?
• 
  Billing & Payments

  How do I create and send invoices and/or add payment plans?

This section will outline the different aspects of working with clients, from adding a new client record to conducting a telehealth session and handling billing and payments.

• Adding Clients
• Client Information
• Documents
• Billing and Payments
• Telehealth and Messaging

Adding Clients

To create protocols, store medical information, and share recommendations with clients, you will first need to add the client to the platform by creating a profile for them. Once a client profile is created, you can invite your client to the platform so they can book their own sessions and view resources you've shared with them.

Client Information

The client profile (also referred to as the client record) allows you to record basic client information, medical/lifestyle information and chart notes that you can use to develop a health plan and/or recommendations for the client.

Some of the information can be recorded when the client is added, but it can also be added by going to My Clients > [Client Name] or by using the Client Hub.

Documents

Practice Better allows you to upload and store documents that can be associated with a specific client or shared with multiple clients. These documents can be anything from client-specific files to general client handouts, so it is important you create folders and organize documents in a way that works for your practice.

Billing and Payments

Billing is an important part of working with clients. Practice Better allows you to keep track of your invoices and received payments. This article outlines the steps to create and send invoices to clients for your products and services.

In our paid subscriptions, you have the option to add payment plans to your packages, services, and programs. Payment plans allow you to collect a deposit at the time of booking and/or set up a schedule of installment payments for the client to pay over time.

Telehealth and Messaging

Practice Better provides the tools you need to help clients remotely by using telehealth and secure messaging. Services can be set up to be bookable as a telehealth session, which will allow the client to be seen over video chat as opposed to coming into the office. Secure messaging allows you to send messages to your clients within the platform to ensure the utmost privacy and security.