Using Practice Better
Get familiar with the Practice Better platform
General
Getting Started
Services & Packages
- Working with Services
- Working with Packages
- Adding Payment Options for your services
- Requiring billing information at booking
- Creating services without requiring a time
- Setting up Terms & Conditions for services
Managing Clients
- Adding New Clients
- Sending an Invitation to join Practice Better
- Adding a client without an email address
- Activating and deactivating clients
- Searching Clients
- Working with Tags
Schedule & Bookings
- Managing Your Availability
- Block Off Unavailable Time in Your Calendar
- Linking Services, Packages and Programs to Your Website
- Viewing Your Calendar
- Booking & Cancellation Settings
- Out-of-office Notification
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
Telehealth & Video Chats
Programs & Courses
- Working with Programs
- Adding Content to a Module
- Adding Group Chat to a Program
- Managing Program Enrollments
- Resend a program welcome email
- Running Email-only Programs
Managing Documents
Insurance Billing
- Setting up your Insurance Billing Profile
- Setting up Office Locations for Insurance Billing
- Adding Billing Codes to Services
- Collecting Insurance Information from Clients
- Adding Insurance Codes to Session Notes
- Working with Superbills
Faxing
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
Shortcuts & Snippets
Journals
- 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
- Disabling Mood, Poop and Weight Entries in Lifestyle Journal
Analytics & Reports
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