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Working with ClientsHow do I add a client to the platform?
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Telehealth & MessagingHow do I make my services bookable as a telehealth session?
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Billing & PaymentsHow 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
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.
If you are moving over from another platform, we can help make adding your clients easier. 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 help import them into your Documents section.
We can set up a secure Box.com folder for you to upload your client data. Please complete this form if you would like to proceed with this process.
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.