Using Practice Better
Get familiar with the Practice Better platform
Using the Practitioner Portal
- Setting Up Your Practitioner and Company Profiles
- Customizing Your Dashboard
- Using the Templates Library in Practice Better
- Using Client Hubs
- Using Text Snippets
- Using the AI Writing Assistant
Services & Packages
- Working with Services in Practice Better
- Working with Packages in Practice Better
- Adding Payment Options for your services
- Creating and Managing a Client's Package
- Setting Up Multi-Practitioner Booking for Packages
- Linking and Managing Sessions in a Client's Package
Schedule & Bookings
- Managing Your Booking & Cancellation Settings
- Managing Your Availability
- Linking Your Practice Better Booking Options to Your Website
- Testing Your Booking Process
- Testing and Troubleshooting Your Availability
- Booking Client Sessions from the Practitioner Portal
Managing Clients
- Adding New and Prospective Clients
- Sending a Client Invitation in Practice Better
- How to Search and Filter Clients in Practice Better
- Adding a client without an email address
- Deactivating and Reactivating Clients
- Adding a Secondary or Emergency Contact for a client
Forms & Waivers
- Creating Forms and Waivers Manually in Practice Better
- Creating Forms & Waivers with Practice Better’s Automatic Form Builder
- Uploading Existing PDF Forms and Worksheets to Your Practice Better Portal
- Adding Pre-Built Form Templates from Practice Better’s Template Library
- Collecting Client Credit Card Information Through a Form
- Adding Conditional Flows to Your Forms
Charting & Notes
- Creating and Managing Client Session Notes
- Building and Using Note Templates
- Getting Started With the AI Charting Assistant
- Using the AI Charting Assistant for Telehealth
- Using the AI Charting Assistant for In-Person Sessions
- Customizing Your AI Charting Recording Summary Format
Invoicing & Payments
- Understanding Payment Options in Practice Better
- Creating and Managing Invoices in Practice Better
- Configuring Invoice, Currency, and Tax Settings
- Adding Multiple Tax Rates in an Invoice
- Adjusting Your Currency
- How Do I Invoice a Business?
ePrescribe
- Setting up your DrFirst ePrescribe Integration in Practice Better
- Requesting a Hard Token for EPCS
- Activating your Hard Token for EPCS
- Completing Identity Proofing for DrFirst ePrescribe
- Creating Prescriptions through Practice Better's ePrescribe Integration
- DrFirst ePrescribe Integration: Frequently Asked Questions
That Clean Life
Protocols & Supplements
- Working with Protocol Templates
- Sharing Protocols With Clients
- Reusing Protocol Recommendations
- Editing a published protocol
- Medication and Supplement Tracker
- Medication and Supplement Tracker FAQ
Supplement Dispensaries
- Setting up your Fullscript Integration for Labs and Supplements
- Setting up Fullscript Integration for Teams
- Setting Up Your Natural Dispensary Integration
- Setting Up Your WholeScripts Integration
- Managing Your Fullscript Settings and Dispensary Discounts
- Making Supplement Recommendations using Fullscript
Messaging & Notifications
- Setting Up Instant Alerts and Notification Preferences in Practice Better
- Customizing Team Notifications
- Messaging with Clients Through the Practice Better Portal
- Controlling Client's Access to Secure Messaging
- Using Group Chats and Shared Chats
- Sending Broadcast Messages to Clients
Practice Better Telehealth
- Practice Better Telehealth FAQ
- Using Telehealth Video Chat on Practice Better
- Telehealth System Requirements and Compatibility
- Enabling Camera and Microphone Permissions
- Creating a Telehealth Appointment
- Taking notes during a video chat session
Zoom Telehealth
Programs & Courses
- Working With Programs in Practice Better
- Managing Program Enrollments and Cient Access
- Adding Content to Program Modules
- Using the AI Writing Assistant
- Organizing Program Modules and Sections
- Setting Up Group Sessions for Fixed-Date Programs
Tasks & Reminders
Managing Documents
Labs
Insurance Billing
- Setting Up Your Insurance Billing Profile
- Creating and Updating Insurance Claims
- Insurance Billing FAQ
- Switching clearinghouses to Claim.MD
- Setting Up Your Claim.MD Integration
- Managing Insurance Claims with Claim.MD
Branding & Customizations
Automations & Integrations
- Setting up Automations
- Using Practice Better Connectors
- Creating Tasks Automations
- Automating New Client Creation and Portal Invitations
- Sending Automated Birthday Messages
- Confirming New Bookings Automatically
Journals
- Setting Up Client Journals and Reviewing Entries
- Managing Journal Settings for Individual Clients
- Managing Default Client Journal Entry Settings and Notifications
- Setting Up and Managing Journal Targets
- Commenting on Client Journals
- Analyzing Client Journal Entries
Measurements & Vitals
Faxing
Reports & Analytics
Teams & Permissions
- Inviting and Managing Team Members in Practice Better
- Managing Roles & Permissions for Team Members
- Sharing Resources with Team Members
- Mass Sharing Resources with Team Members
- Enabling Team Members to Perform Actions on Behalf of Others
- Understanding Team Member Access to Client Work