PracticeSpace Help Center

Practice Management

55 articles

Calendar & Appointments

Appointment Types, Session Reminders, and How to Add Them

Calendar Terminology

How to Set your Availability

How do I book an appointment?

How to Create a Clinical Note

PracticeSpace content community for form, storybook, and worksheet templates

Community Overview

Sharing content with the Community

Money, Payments & Invoices

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

Notes in PracticeSpaceThis article will guide you on how to use and add Notes in PracticeSpace

iCouch “Blank Papers” in PracticeSpace Notepad

Creating and Adding a Note to a Client

How to Send forms to Clients

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

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

Messaging your clients and starting a video session from the chat

Broadcast a Message

Delete messages sent to a client

Client Management

Update a Client's Profile

Clients moving from iCouch: How to access PracticeSpace

Inviting a client to PracticeSpace

Setting up your Clinic's WebsiteDescribe your clinic and show/hide clinic members from the clinic website

Clinic Community

Getting Content from your Clinic Community

Sharing to your Clinic Community as a Practitioner

Sharing to your Clinic Community as a Clinic Owner

Clinic Community

Sharing and Getting Playrooms from Clinic Community

PracticeSpace for Clients

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