Congratulations! You’ve registered for an account. Now what?
We’ve highlighted the next steps you may want to follow to get your account set up and ready to start working with clients.
This section will go over setting up your profile information and connecting any required 3rd party integrations.
- My Profile
- Company Profile
- 3rd Party Integrations
- Adding Clients
This is where you’ll set up your personal 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.
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.
For the most part 3rd party integrations will need to be linked for each individual but this will be specified for each integration below.
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.
This will need to be set up for each individual team member looking to link to their Google account to sign in.
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.
If you’re managing your team’s billing you can set it up so that all payments are directed to your Square/Stripe account so you only need to link one account as opposed to linking your account to each individual user. Learn more about setting up managed billing.
If your team members are managing some or all of their own billing, they will be able to sign up for or link an existing Square or Stripe account under 3rd Party Integrations within their own personal settings.
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.
For teams this is done on an individual basis. Your team members will need to link Dropbox and/or Google Drive to upload files from.
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.
For teams this is done on an individual basis, each team member can link their own Google calendar.
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.
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.
If you’re sharing access to a clinic Fullscript account, you can do this by either sharing the Fullscript clinic key or linking the account for each team member yourself. Click here for more information on setting up Fullscript for you and your team.
If practitioners want to use their own Fullscript account, they can sign up for free Fullscript account or link their existing account by clicking here.
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.
Practice Better also offers the option to purchase a HIPAA-compliant Zoom account as an add-on to your existing subscription. With the HIPAA-compliant Zoom account, your meetings are encrypted end-to-end and is the only Zoom account that meets the requirements of PIPEDA/PHIPA.
For teams, each practitioner wanting to use this integration will need to have their own Zoom account linked to their practitioner account. They can link their account by going to 3rd Party Integrations from the settings menu and clicking Link next to Zoom
The HIPAA compliant Zoom add-on cannot be used for the whole team, each team member will need their own add-on. As the team owner, once you purchase the add-ons you can link it the accounts of your team members by viewing their settings and linking the add-on under 3rd Party Integrations.
For more information on using PB Telehealth vs Zoom click here
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.