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
- Billing and Payments
- Telehealth and Messaging
- Note Templates
- Protocol Templates
- Lifestyle Recommendations
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.
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.
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.
There are two types of journals you can provide your client with access to, which are the Food + Mood Journal and Lifestyle Journal. This allows your clients to track important aspects of their health and wellness on a daily basis and allows you to review the entries to ensure they are on track. You can also comment on the journals, which is a great way to provide additional accountability and to coach clients.
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.
Practice Better gives you great options to keep track of to-do items for your clients so you can make sure they provide you with the information you need to help them stay on track. Practice Better allows you to track completed tasks and allows clients to add comments and attach documents when completing them.
Note Templates allow you to quickly create session notes and charts that you frequently use with clients during sessions. You can make Note Templates from scratch or add pre-built Practice Better templates.
Protocols are a group of recommendations for a client to achieve a certain goal. Protocol templates are a combination of food, supplement, and lifestyle recommendations frequently used on your clients. Protocol templates can be created by going to My Practice > Protocol Templates, click Fast Action Button, and clicking Create New.
Lifestyle recommendations are general lifestyle habits your client should be keeping up and are not necessarily tied to any specific plan or Protocol.
If your client has access to the Client Portal, they will see their lifestyle recommendations appear at the top right, reminding them to stay on track.