Using Practice Better
Get familiar with the Practice Better platform
General
- Common Terminology for Practitioners
- Common Terminology for Clients
- Privacy and Security on Practice Better
- Browser Compatibility
- Notification Preferences and Instant Alerts
- Updating your email address
Managing your practice
- Setting up your profile
- Setting up your company profile
- Working with multiple locations
- Adding accreditations
- Creating forms & waivers
- Working with Protocol Templates
Services & Packages
- Adding a service
- Adding Payment Options for your services
- Requiring billing information at booking
- Creating services without requiring a time
- Setting up Terms & Conditions for services
- Double-booking and Group Sessions
Managing your clients
- Adding new clients
- Resend a client invite
- Activating and deactivating clients
- Working with family records
- Creating Tasks & Reminders for your clients
- Providing clients with access to journals
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
- Creating your first invoice
- Accepting payments
- Invoice and Payment Settings
- Working with Coupons
- Accepting HSA/FSA Cards using Stripe
- Collecting payments in multiple installments
Messaging
- Using Video Chat on Practice Better
- Camera and Microphone Permissions
- Using Secure Messaging
- Creating a Telehealth appointment
- Telehealth Troubleshooting FAQ
- Working with Text (SMS) Reminders
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