Using Practice Better
Get familiar with the Practice Better platform
General
- Common Terminology for Practitioners
- Common Terminology for Clients
- Browser & Mobile App Compatibility
- Notification Preferences and Instant Alerts
- Updating your email address
- Resetting your password
Managing your practice
Services & Packages
- Adding a service
- 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 your clients
- Adding new clients
- Resend a client invite
- Adding a client without an email address
- Activating and deactivating clients
- Working with family records
- Creating Tasks & Reminders for your clients
Schedule & Bookings
- Managing your availability
- Blocking off 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 pre-built Practice Better form templates
- Adding rules and conditional questions to your forms
- Require clients to complete forms before requesting services, packages and programs
- Embedding forms on your website
Charting & Notes
Invoicing & Payments
- Accepting Payments using Stripe or Square
- Creating and Editing Invoices
- Invoice and Payment Settings
- Adjusting my currency
- Working with Coupons
- Accepting HSA/FSA Cards using Stripe
Protocols & Fullscript
Telehealth & Messaging
- Using Video Chat on Practice Better
- Camera and Microphone Permissions
- Using Secure Messaging
- Restricting Access to Secure Messaging
- Creating a Telehealth appointment
- Taking notes during a video chat session
Programs & Courses
Managing Documents
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
Using the Client Portal
- 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
- Uploading completed forms