Team Support, Enhanced Search and more!

Updates

• Team Support is now available! You can now invite other practitioners to join you on Practice Better! Each team member will be able to log in with their own credentials and manage resources based on roles and permissions you define. You can also migrate existing Practice Better users into your team account. Get Started
  
  • Share services, forms and other resources with team members to incorporate into their workflow. Learn more
  • Customize each team member's access to other team members' resources. Use tags to restrict access to specific clients in your account. Learn more
  • Create team Bookings Pages to allow clients to request services for different team members. Learn more
  • Managed Billing ensures all payments made are processed using your Stripe/Square account. You can allow team members to accept payment using their own accounts for individual services, packages, and installment plans. Learn more
  • View 1-day and 3-day schedules for multiple team members at once.
  • Granular activity log filtering allows you to track events by type (e.g. viewing health information) and date.
  • Migrate existing Practice Better users into your team account. Learn more
    
    
• Search notes, protocols, tasks and more! We've added the option to search for information in your clients' files, including session notes, protocols, submitted forms, tasks, diet and lifestyle and medical history profiles. Learn more
  
  • Search from any page using the search icon in the top-right corner of your portal
  • Search specific client files from your clients' Recent Activity page and Client Hub
  • Search chat messages sent and received from your clients.
  • Search clients by phone number from My Clients page
  • Search is limited to notes and tasks on Sprout and Starter plans.
    
    
• Portal Home Page Refresh. We've made some enhancements to your dashboard to make it easier to find information. Learn more
  
  • Customize the widgets displayed on your dashboard
  • Add multiple dashboards to your home page (Plus & Team Plans)
  • Added option to pin bookmarks for frequently accessed websites and pages within your portal
    
    
• Client Recent Activity Stream. Keep track of important events in your clients' health journeys directly from the Recent Activity page. The recent activity stream is also available in the Client Hub. Learn more
  
  
  
  • Keep track of when emails are sent and delivered to clients
  • Add custom activity notes
  • Search by date and category
    
    
• Tasks & Reminders Refresh. We've added some great features to your Tasks page to keep track of your to-dos:
  • Added option to prioritize tasks (mark as important)
  • Added option to search tasks
  • Quickly set task reminders and update due dates with a couple of clicks
    
    
• Added support for displaying Bookings Pages based on client tags for clients requesting services within the Client Portal. For example, you can show a specific Bookings Page for health coaching clients or clients associated with a specific location or practitioner.
• Cover images can now be added to services and packages. These images will be displayed when clients request sessions and packages from your shared links.
• Added option to hide modules on program registration pages
• Added option to include signatures in invoices
• Added option to set client profile photos. These photos are only visible to you from your Practitioner portal. Learn more
• Added option to prevent clients from removing billing information from the Client Portal if only one active credit card is available. We will automatically prevent clients from removing billing information if an active payment plan exists. Learn more
• Added option to hide personal event details from team members who have access to view your calendar. Event details will still be visible to team members who have access to create and modify your schedule (e.g. a scheduling assistant)
• Added option to customize the Sender name and email header on our Plus Plan.
• Added auto-retry for failed faxes. Failed faxes can also be manually retried from your My Practice > Faxes page.
• UI/UX improvements

Fixes

• Fixed issue where service fee was displayed within Practitioner Portal for sessions booked as part of a package.
• Fixed issue where the appointment day of week was not included in %SESSION_DATE_TIME% placeholder.