Practice Management
57 articles
Community
PracticeSpace content community for form, storybook, and worksheet templates
Community Overview
Sharing content with the Community
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