Practice Management
67 articles
Community
PracticeSpace content community for form, storybook, and worksheet templates
Community Overview
Sharing content with the Community
Sharing and Getting Playrooms from PlaySpace Community
Configure Automatic Invoice CreationEnable or Disable the automatic creation of invoices when appointments are booked
Credit Payments to InvoicesConnect payments to invoices and change the invoices payments are connected to
Creating a New InvoiceManually create an invoice
Viewing Invoice Statuses
Creating a New Payment
Sorting your payments
Updating your Bank Account Information
What is the Money Section
Viewing and Editing Invoices from a Client's Profile
How to share a superbill with a client
Refunding a paymentRefund a payment made by a client
Adding Tax to Your InvoicesAdd a tax percentage and tax label to all your invoices
Add Your Practice Details and Logo to InvoicesShow your license info, designations, logo and other details on your invoice
Adding a Note from the Calendar
Notes in PracticeSpaceThis article will guide you on how to use and add Notes in PracticeSpace
iCouch “Blank Papers” in PracticeSpace Notepad
Adding a Note to a client
How to Send forms to Clients
How to Add a Note template
How can my client sign forms and return them to me?
How to use the PracticeSpace Template Library
Uploading a File to PracticeSpace and sharing it with the clients
Duplicating Forms
Creating a Custom Form from scratch
Sharing form templates with other practitioners
Creating a Superbill
Introduction to Papers
How to Change the type of a Form Template
Sending a completed note to a client
How to Download Form Responses or NotesThis articles describes how to download form responses and notes in PDF format
Sharing form templates with other practitioners
Creating a New Video Room
Creating a waiting room
Waiting Room for Video Sessions
Trying out the Waiting Room
Changing the Quality of Video Calls
Video Sessions
Dial-In Numbers for Video Calls
Viewing dial-in info for a video session
Hide and Show Your Video Feed in a SessionHide self view of video feed in session
Book an appointment with my practitioner
Why do I need to create a PracticeSpace account?
Video Waiting Room for ClientsSteps for clients to use the waiting room in PracticeSpace video sessions
How to message your practitioner
How do I create a Client account on PracticeSpace?
View and Pay Invoice as a Client
How to share a document with your practitioner
Download Payment ReceiptClients being able to download a payment receipt