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 to Your Website
- Viewing your calendar
- Booking & Cancellation Settings
- Out-of-office Notification
Invoicing & Payments
- Accepting payments
- Creating and editing invoices
- Invoice and Payment Settings
- Adjusting my currency
- Working with Coupons
- Accepting HSA/FSA Cards using Stripe
Telehealth & Messaging
- Using Video Chat on Practice Better
- Camera and Microphone Permissions
- Using Secure Messaging
- Creating a Telehealth appointment
- Sharing handouts during video chat sessions
- Telehealth Troubleshooting FAQ
Programs & Courses
Managing documents
Branding & Customizations
Automations
Fullscript
Using the Client Portal
- Client Portal Walkthrough
- Adding snacks to the Food + Mood Journal
- Uploading photos to the Food + Mood Journal
- Uploading completed forms
- Uploading documents in the Client Portal
- Saving a credit card to file via the Client Portal