Using Practice Better
Get familiar with the Practice Better platform
General
- Common Terminology for Clients
- Browser & Mobile App Compatibility
- Troubleshooting Notification Badges on the Mobile App
- Updating your email address
- Resetting your password
- Entering dates using the date selector
Services & Packages
- Working with Services
- Working with Packages
- Working with Group Services
- Adding Payment Options for your services
- Requiring billing information at booking
- Creating services without requiring a time
Managing Clients
- Adding New Clients
- Sending an Invitation to join Practice Better
- Adding a client without an email address
- Deactivating and reactivating clients
- Adding a Secondary Contact
- 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 Require Payment at Booking
- Viewing Your Calendar
- Working with Multiple Locations
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
- Sending Recurring Forms
Charting & Notes
Invoicing & Payments
- Accepting Payments using Stripe or Square
- Creating and Editing Invoices
- Adding Multiple Tax Rates in an Invoice
- Invoice and Payment Settings
- Adjusting Your Currency
- Working with Coupons
Protocols & Supplements
Fullscript
Wellevate
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
Practice Better Telehealth
- Using Video Chat on Practice Better
- Camera and Microphone Permissions
- Creating a Telehealth appointment
- Missing Start Session On Telehealth Session
- Taking notes during a video chat session
- Sharing handouts during video chat sessions
Zoom Telehealth
- Using Zoom for Telehealth
- Zoom Security & Privacy Settings
- Creating Zoom Meetings for Personal Events
- Starting a Zoom Instant Meeting
- Reconnecting your Zoom Account
- Switching from the Zoom Add-on to a Direct Zoom License
Programs & Courses
- Working with Programs
- Adding Content to a Module
- Adding Group Chat to a Program
- Adding Group Sessions to a Program
- Managing Program Enrollments
- Enrolling a Client During a Fixed-Date program
Tasks & Reminders
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
- Adding CPT and Custom Codes to Practice Better
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
Using the Practitioner Portal
Journals
- Journal Defaults & Preferences
- Providing Clients with Access to Journals
- Setting Up Journal Targets For Your Clients
- Commenting on Journals
- Analyzing Journal Entries
- Auto-populate Measurements from Lifestyle Journal
Measurements & Vitals
Faxing
Reports & Analytics
Teams & Permissions
- Managing Roles & Permissions
- Using Permission Tags
- Managing Team Members
- Troubleshooting Team Member Permission Issues
- Managed Billing
- Sharing Resources with Team Members
Using the Client Portal
- Activating Your Client Account
- Client Portal Walkthrough
- How to Submit a Form to Your Practitioner
- Uploading completed forms
- Uploading documents in the Client Portal
- Saving a credit card to file via the Client Portal
Journals for Clients
- Using the Food & Mood Journal
- Adding Snacks to the Food & Mood Journal
- Adding Custom Foods in the Client Portal
- Uploading photos to the Food + Mood Journal
- Using the Lifestyle Journal to Track Exercise
- Linking your Fitbit Account to Practice Better