- Credit card form element - New element added to the form builder allowing you to collect credit card information from your client and attach it directly to their client record for future payments. Requires a connected Practice Better Payments account. Learn more
- File upload form element - New element added to the form builder allowing your clients to upload files and documents directly within a form that are then securely stored within the documents section of their client record. Learn more
Release Notes - 07/14/2026 - Credit card and file upload form elements
🔄 We're freshening things up!
Practice Better is gradually rolling out a refreshed UI/UX design. You may notice that the navigation bar has moved from the top to the left side of the portal. As a result, some screenshots and images in our articles may not yet reflect the updated interface — but the steps and guidance are still accurate.
We're actively updating all articles and appreciate your patience in the meantime. If something looks different than what you see on screen, the functionality is the same — just with a fresh coat of paint.
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