Using Practice Better
Get familiar with the Practice Better platform
General
Services & Packages
- Working with Services
- Working with Packages
- Working with Group Services
- Adding Payment Options for your services
- Requiring billing information at booking
- Creating services without requiring a time
Managing Clients
- Adding New Clients
- Sending an Invitation to join Practice Better
- Adding a client without an email address
- Activating and deactivating clients
- Adding a Secondary Contact
- Client Recent Activity Stream
Schedule & Bookings
- Managing Your Availability
- Block Off Unavailable Time in Your Calendar
- Linking Services, Packages and Programs to Your Website
- Availability Troubleshooting
- How to Require Payment at Booking
- Viewing Your Calendar
Forms & Waivers
- Creating Forms & Waivers
- Uploading existing PDF forms and worksheets to your account
- Using Practice Better Form Templates
- Adding Rules and Conditional Questions to Your Forms
- Adding Grand Totals and Averages
- Require clients to complete forms before requesting services, packages and programs
Charting & Notes
Invoicing & Payments
- Accepting Payments using Stripe or Square
- Creating and Editing Invoices
- Invoice and Payment Settings
- Adjusting Your Currency
- Working with Coupons
- Accepting HSA/FSA Cards using Stripe
Protocols & Fullscript
- Working with Protocol Templates
- Sharing protocols with clients
- Reusing Protocol Recommendations
- Editing a published protocol
- Setting up your Fullscript Integration
- Adding Fullscript Supplements to a Protocol
Messaging & Notifications
- Notification Preferences and Instant Alerts
- Using Secure Messaging
- Restricting Access to Secure Messaging
- Using Group Chats
- Using Message Broadcasts
- Setting up an Autoresponder
Practice Better Telehealth
- Using Video Chat on Practice Better
- Camera and Microphone Permissions
- Creating a Telehealth appointment
- Missing Start Session On Telehealth Session
- Taking notes during a video chat session
- Sharing handouts during video chat sessions
Zoom Telehealth
Programs & Courses
- Enrolling a Client During a Fixed-Date program
- Working with Programs
- Adding Content to a Module
- Adding Group Chat to a Program
- Adding Group Sessions to a Program
- Managing Program Enrollments
Managing Documents
Insurance Billing
- Setting up your Insurance Billing Profile
- Troubleshooting Office Ally Submissions
- Setting up Office Locations for Insurance Billing
- Adding Billing Codes to Services
- Collecting Insurance Information from Clients
- Adding Insurance Codes to Session Notes
Branding & Customizations
Automations
- Integrating with Zapier
- Setting up Automations
- Add New Clients Automatically
- Confirm New Bookings Automatically
- Confirm New Packages Automatically
- Send forms after a booking is confirmed
Using the Practitioner Portal
Journals
- Using the Lifestyle Journal to Track Exercise
- Setting up Journal Defaults
- Providing clients with access to journals
- Commenting on Journals
- Auto-populate Measurements from Lifestyle Journal
- Disabling Nutrient Details in Food + Mood Journals
Faxing
Analytics & Reports
Teams & Permissions
- Managing Roles & Permissions
- Managing Team Members
- Managed Billing
- Sharing Resources with Team Members
- Viewing & Filtering Team Member Resources
- Setting Up Shared Packages
Using the Client Portal
- How do I cancel my upcoming appointment?
- Activating Your Client Account
- Client Portal Walkthrough
- Adding snacks to the Food + Mood Journal
- Creating custom foods in the Client Portal
- Uploading photos to the Food + Mood Journal