Using Practice Better
Get familiar with the Practice Better platform
General
Services & Packages
- Working with Services in Practice Better
- Working with Packages
- Managing Group Services with Practice Better
- Adding Payment Options for your services
- How to Require Client Billing Information for Bookings
- Creating services without requiring a time
Managing Clients
- Adding New and Prospective Clients
- Sending a Client Invitation in Practice Better
- Adding a client without an email address
- Deactivating and Reactivating Clients
- Adding a Secondary or Emergency Contact for a client
- Client Recent Activity Stream
Schedule & Bookings
- Managing Your Availability
- Block Off Unavailable Time in Your Calendar
- Linking Services, Packages and Programs to Your Website
- How to Book Sessions
- How to Test Your Booking Process
- How to Require Payment at Booking
Forms & Waivers
- Creating Forms & Waivers
- Uploading existing PDF forms and worksheets to your Practice Better portal
- Adding Pre-Built Form Templates from Practice Better’s Template Library
- Adding Rules and Conditional Questions to Your Forms
- Adding Grand Totals and Averages
- Viewing grand totals
Charting & Notes
- Working with Notes
- Populating form answers into a note
- Using Note Templates
- Adding Pre-Built Note Templates from Practice Better’s Template Library
- Viewing previous notes and protocols when creating new notes
- AI Charting Assistant - AI Summary (telehealth)
Invoicing & Payments
- Accepting Payments through Practice Better
- Creating and Editing Invoices
- Automated Invoice Reminders
- Editing Payment Plans and Installments
- Can a client pay an invoice with more than one card?
- Adding Multiple Tax Rates in an Invoice
Practice Better Payments
Protocols & Supplements
- Working with Protocol Templates
- Sharing Protocols With Clients
- Medication and Supplement Tracker
- Medication and Supplement Tracker FAQ
- Reusing Protocol Recommendations
- Editing a published protocol
Fullscript
Natural Dispensary
WholeScripts
That Clean Life
Messaging & Notifications
- Setting Up Instant Alerts and Notification Preferences in Practice Better
- Using Secure Messaging
- Controlling Client's Access to Secure Messaging
- Using Group Chats and Shared Chats
- Using Message Broadcasts
- Scheduling Chat Messages
Practice Better Telehealth
- Using Video Chat on Practice Better
- Camera and Microphone Permissions
- Creating a Telehealth appointment
- Taking notes during a video chat session
- Sharing your screen during video chat sessions
- Telehealth Troubleshooting FAQ
Zoom Telehealth
Programs & Courses
- Working with Programs
- Adding Content to a Program Module
- Organizing Modules in Programs
- Adding Group Chat to a Program
- Setting Up Group Sessions for Fixed-Date Programs
- Managing Program Enrollments
Tasks & Reminders
Managing Documents
Labs
Insurance Billing
- Setting up your Insurance Billing Profile
- Switching clearinghouses to Claim.MD
- Managing Insurance Claims
- Setting up your Claim.MD Integration
- Setting up Office Locations for Insurance Billing
- Adding Insurance Billing Codes to Services
Branding & Customizations
Automations
- Requesting Google Reviews from Your Practice Better Portal
- Integrating with Zapier
- Setting up Automations
- Automatically Add or Invite New Clients
- Confirm New Bookings Automatically
- Confirm New Packages Automatically
Using the Practitioner Portal
Journals
- How to Provide Clients Access to the Food & Mood or Lifestyle Journals
- Journal Defaults & Preferences
- Setting Up Journal Targets For Your Clients
- Commenting on Journals
- Analyzing Journal Entries
- Calculating Macronutrient Percentages
Measurements & Vitals
Faxing
Reports & Analytics
Teams & Permissions
- Managing Roles & Permissions
- Using Permission Tags
- Managing Team Members
- How can I change an Admin User into a Practitioner?
- Troubleshooting Team Member Permission Issues
- Managed Billing