Onboarding Part 1: Getting Started

• 
  The Basics

  How do I set up my account profile and basic integrations?

We’ve highlighted the next steps you may want to follow to get your account set up and ready to start working with clients. Use this handy setup checklist to keep you on track.

This section will go over setting up your profile information and connecting any required 3rd party integrations.

• My Profile
• Company Profile
• 3rd Party Integrations
  • Google Sign In
  • Stripe or Square
  • Dropbox/Google Drive
  • Google Calendar
  • Apple Calendar/iCal
  • Fullscript
  • Wellevate
  • Wholescripts
  • Evexia Diagnostics
  • Rupa Health
  • Nutri-Q
  • Zapier
  • Zoom

My Profile

This is where you’ll set up your profile, with your professional title, designation letters, credentials, time zone, and currency. You can also include your biography here, which will be displayed on your profile page and will be visible to clients with access to the Client Portal. In order to edit your personal profile, you will need to go to My Practice > My Profile.

Company Profile

The company profile is where you will add information related to your business, such as company name, business number, website, and any locations you may operate out of. If you offer any in-person services, then this is where you will add your office location(s) as well.

3rd Party Integrations

Practice Better integrates with many of the services you need to ensure your practice is running efficiently. You can set up integrations by selecting 3rd Party Integration from the settings menu:

Click Link next to the service you would like to integrate. The following are integrations you may want to consider setting up right away.

Google Sign In

You can use your Google account credentials to sign into Practice Better conveniently. Once Google Sign In is set up, you'll have the option of signing into Practice Better using this method, or by using the username and password, you set up during registration.

Stripe or Square

Link your Stripe or Square account to accept payments for services and invoices directly on the platform. All credit card information collected is stored securely in your Stripe or Square account. Learn more about accepting payments using Stripe or Square.

Dropbox and Google Drive

In addition to uploading files directly from your computer, you can easily import files from your Dropbox or Google Drive account. Clients never have direct access to your Dropbox or Google Drive folders, and they will only see the documents that you have imported and set up to be shared. Learn more about managing, uploading, and sharing documents.

Google Calendar

You can link your Google Calendar in order to see your personal events in your Practice Better calendar and to sync upcoming sessions and reminders back to Google. By default, we will prevent clients from requesting sessions that conflict with events your Google Calendar.

Apple Calendar/iCal

If you use Apple Calendar, you will first need to sync your iCal to Google Calendar and then link your Google Calendar to Practice Better. A direct iCal integration is not available at this time.

Fullscript

You can link your Fullscript account to create protocols/recommendations using products from your dispensary. Clients will also be able to order the supplement recommendations made through Fullscript directly in Practice Better.

Wellevate

You can also link your Wellevate account to create protocols/recommendations from your dispensary. Clients will receive an email from Wellevate with a link to purchase your recommended supplements.

Wholescripts

You can link your Wholescripts account to create protocols/recommendations using products from your dispensary. When you publish a protocol, we'll automatically generate the corresponding recommendation in WholeScripts so you don’t have to do the work twice. WholeScripts will send an email to your client with instructions on how to order their supplements from your dispensary.

Evexia Diagnostics

You can link your Evexia Diagnostics account which will allow you to submit patient-pay orders, and review/share results with clients directly from your Practice Better portal.

Labs created directly in your Evexia portal will also be synced to your Practice Better account once the integration is enabled. 

Rupa Health

You can link your Rupa Health account with Practice Better to order, receive, view, and share lab results directly from the portal.

Nutri-Q

Integrate your Nutri-Q account with Practice Better to send the Nutritional Assessment Questionnaire and receive completed NAQ reports in your clients' files.

Zapier

Integrating with Zapier allows you to connect Practice Better to services in your existing workflow. For example, you can create a "Zap" to automatically add a client to your mailing list (e.g. Active Campaign, MailChimp) when a new client enrolls in one of your programs.

Zoom

Practice Better has built-in HIPAA-compliant telehealth, but you can integrate an external Zoom account if you would like to record your sessions, conduct group video sessions, or conduct sessions with potential clients without giving them access to the Client Portal.