Practice Management

Kenan avatar Sydney avatar Billy Ferguson avatar +3
98 articles in this collection
Written by Kenan, Sydney, Billy Ferguson and 3 others
Scheduling Settings

Room Hours: How do they work?

Here's how to make specific room hours within your Clinic Business Hours.
Andre avatar
Written by Andre
Updated over a week ago

How to Set Up Your Availability and How it Effects Your Online Booking Page

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Written by Sydney
Updated over a week ago

Hosting a Service on a Specific Day

This article will show you step by step how to host a service on a specific day(s) of your choice.
Andre avatar
Written by Andre
Updated over a week ago

How to Set Up Group / Community Acupuncture

This article will describe how to set up group acupuncture (also known as community acupuncture)
Andre avatar
Written by Andre
Updated over a week ago

Add, Edit, Or Remove Availability Outside Of Your Regular Schedule.

Sydney avatar
Written by Sydney
Updated over a week ago

Different Colored Appointments on the Calendar

What do all the colors mean on your Calendar?
Kenan avatar
Written by Kenan
Updated over a week ago

Rounding Appointment Booking Availabilities

Here's how to set your Online Booking Settings so that your appointments round to the quarter, half, or full hour.
Kenan avatar
Written by Kenan
Updated over a week ago

Is Auto-Accepting Appointments by Practitioner or the Whole Clinic?

Here's how to set auto-accept options for practitioners.
Kenan avatar
Written by Kenan
Updated over a week ago

How to Integrate the 'Book Appointment' Button on Your Website

Kenan avatar
Written by Kenan
Updated over a week ago

Google Calendar Sync: How To Sync Your Schedule To Your Google Calendar

Would you like your appointments to display on your Google Calendar in a HIPAA compliant way? Follow these steps.
Sydney avatar
Written by Sydney
Updated over a week ago
Calendar Functionality

How do I Schedule an Appointment?

Kenan avatar
Written by Kenan
Updated over a week ago

How to Connect the Unified Practice Calendar to iCalendar

Andre avatar
Written by Andre
Updated over a week ago

How to Schedule a Patient as New or Existing

Here's how to change the New or Existing designation when scheduling a patient.
Kenan avatar
Written by Kenan
Updated over a week ago

How Do I Reschedule An Appointment?

Kenan avatar
Written by Kenan
Updated over a week ago

Schedule A Recurring Appointment

Sydney avatar
Written by Sydney
Updated over a week ago

Canceling and Rescheduling Recurring Appointments

Sydney avatar
Written by Sydney
Updated over a week ago

How do I cancel an appointment?

Kenan avatar
Written by Kenan
Updated over a week ago

Can I Cancel An Appointment Once I've Started a SOAP Note?

Kenan avatar
Written by Kenan
Updated over a week ago

How to Set Appointment Status and Appointment Type

Here's how you can an appointment status and how to select if the appointment is insurance, self-pay, and more.
Kenan avatar
Written by Kenan
Updated over a week ago

How Do I Mark a Patient a No-Show?

Patient didn't show up for their appointment? Here's how to record that.
Kenan avatar
Written by Kenan
Updated over a week ago

Booking Time Off

Here's how to block time off on your calendar so patients will not be able to schedule appointments.
Kenan avatar
Written by Kenan
Updated over a week ago

Removing Booked Time-Off

Kenan avatar
Written by Kenan
Updated over a week ago

What Ways Can I View My Calendar?

Here's all the different ways you can view your Calendar on the web.
Kenan avatar
Written by Kenan
Updated over a week ago

My Calendar vs. Clinic Calendar, My Patients vs. All Clinic Patients

Kenan avatar
Written by Kenan
Updated over a week ago

How do I Display my Availability on my Calendar?

Here's how to highlight your availability on your Calendar.
Sydney avatar
Written by Sydney
Updated over a week ago

View A Practitioner's Availability On The Calendar

Kenan avatar
Written by Kenan
Updated over a week ago

How do I see appointments for other practitioners?

Kenan avatar
Written by Kenan
Updated over a week ago

Matching Errors: What they are, How they happen, and How to Correct them

This article explains matching errors, which will prevent you
Sydney avatar
Written by Sydney
Updated over a week ago

What is the star next to a patient's name on the calendar?

Kenan avatar
Written by Kenan
Updated over a week ago

How Do I Print My Weekly Schedule?

Want a hard copy of your weekly schedule? Here's how to print it from the web platform.
Kenan avatar
Written by Kenan
Updated over a week ago
Patient Management

What is the Maximum File Size I can Upload to a Patient File?

Kenan avatar
Written by Kenan
Updated over a week ago

View a Patient's Insurance Information

Here's where to find your patient's insurance card information they've filled out online.
Kenan avatar
Written by Kenan
Updated over a week ago

What do Patients See When Booking Appointments Online?

Here is what your patients will see when they book their appointment online.
Kenan avatar
Written by Kenan
Updated over a week ago

Viewing patient's previous visits

Kenan avatar
Written by Kenan
Updated over a week ago

How do Patients Fill Out Onboarding Forms?

An appointment has been scheduled and forms are assigned. Here's how your patients fill out those forms.
Kenan avatar
Written by Kenan
Updated over a week ago

How Do Patients Interact With Unified Practice?

What patient's see on your online booking page & from the Manage My Appointment button.
Sydney avatar
Written by Sydney
Updated over a week ago

Why Are My Patients Not Getting Email Reminders?

Patient notifications are set up in Scheduling Settings.
Billy Ferguson avatar
Written by Billy Ferguson
Updated over a week ago

Marking A Patient As A "No Show"

Set the appointment status to No Show to trigger a notification to the patient.
Billy Ferguson avatar
Written by Billy Ferguson
Updated over a week ago

Why Can I No Longer Cancel This Appointment?

No option to cancel appointment?
Billy Ferguson avatar
Written by Billy Ferguson
Updated over a week ago

Erasing/Deleting is Archiving Patient Files

Don't delete... Archive!
Billy Ferguson avatar
Written by Billy Ferguson
Updated over a week ago

Can I Chart On My Laptop?

You can, but it's not as fun as the iPad.
Billy Ferguson avatar
Written by Billy Ferguson
Updated over a week ago

Printing Patient Charts

This article will show you how to print or download SOAP notes
Kenan avatar
Written by Kenan
Updated over a week ago

If I Cancelled A Patient's First Visit Appointment, Will I Still Be Able To Book Them As A New Patient?

Billy Ferguson avatar
Written by Billy Ferguson
Updated over a week ago

How Do I Delete A Patient?

Want to remove a patient file?
Billy Ferguson avatar
Written by Billy Ferguson
Updated over a week ago

How Do I Edit Patient Information?

Did you know you can update a patient's personal info?
Billy Ferguson avatar
Written by Billy Ferguson
Updated over a week ago

How Do I Upload An Attachment To A Patient's File From The Web?

Billy Ferguson avatar
Written by Billy Ferguson
Updated over a week ago
Data & Forms

What can be Exported from Unified Practice?

At some point you might want to export your data. Here we’ll review what we can export for you and what you can export manually on your own.
Sydney avatar
Written by Sydney
Updated over a week ago

Health Screening Forms FAQS

This article will cover general information and questions regarding patient health screening forms (Covid Forms).
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Written by Allyson Mahan
Updated over a week ago

Health Screening Forms (COVID Forms)

Need your patients to fill out a health screening form prior to their appointment? Here's how.
Allyson Mahan avatar
Written by Allyson Mahan
Updated over a week ago

Can I make Medical Questionnaire Questions Mandatory?

Here's how to make questions on your Medical Questionnaires mandatory for your patients to fill out.
Andre avatar
Written by Andre
Updated over a week ago

Professional Services

Here's the data can Unified Practice import for you.
Sydney avatar
Written by Sydney
Updated over a week ago

How Do I Import Patient Files? I'm Having Problems With The .csv Import

You can import up to 500 patients at a time, but you've got to do it the right way.
Billy Ferguson avatar
Written by Billy Ferguson
Updated over a week ago

Creating/Uploading Onboarding Forms

How to make the forms that your patients fill out.
Billy Ferguson avatar
Written by Billy Ferguson
Updated over a week ago

Editing/Deleting An Onboarding Form

Billy Ferguson avatar
Written by Billy Ferguson
Updated over a week ago

Why Did Forms Not Assign To My Patients?

Here is how forms are assigned to your patients.
Andre avatar
Written by Andre
Updated over a week ago

How Do I Export a Chart to my Computer or iPad?

Need to export a chart and save it? Here's how.
Kenan avatar
Written by Kenan
Updated over a week ago

My Patient Cannot Access Their Onboarding Forms

How do they get to their new patient forms online?
Billy Ferguson avatar
Written by Billy Ferguson
Updated over a week ago

Printing a Patient's Entire File

Print the patient's file to get personal info, visits, and more.
Billy Ferguson avatar
Written by Billy Ferguson
Updated over a week ago

How Do I Export Emails And Other Patient Information?

You'll use the Patient Summary Report.
Billy Ferguson avatar
Written by Billy Ferguson
Updated over a week ago

Who Owns The Patient Data?

Billy Ferguson avatar
Written by Billy Ferguson
Updated over a week ago

Viewing Patient Onboarding Forms

Billy Ferguson avatar
Written by Billy Ferguson
Updated over a week ago

What is the Medical History Template?

It's built into your Onboarding forms as soon as you sign up.
Billy Ferguson avatar
Written by Billy Ferguson
Updated over a week ago

What Patient Information Does Unified Practice Collect By Default?

Lots of basic information is collected in our onboarding forms.
Billy Ferguson avatar
Written by Billy Ferguson
Updated over a week ago

Do You Provide Consent Forms For Download? Yes.

Billy Ferguson avatar
Written by Billy Ferguson
Updated over a week ago

How to Print My Onboarding Forms?

Print hardcopies of your onboarding forms.
Billy Ferguson avatar
Written by Billy Ferguson
Updated over a week ago

Onboarding Forms FAQS

This article will cover general information and questions regarding patient paperwork / intake forms.
Andre avatar
Written by Andre
Updated over a week ago
Email and SMS Notifications

How Do I Set When My Reminders Go Out?

Set the hours before a visit for when your reminders go out.
Billy Ferguson avatar
Written by Billy Ferguson
Updated over a week ago

How to Enable SMS Notifications and Opt-in/Out Patients

This article describes how SMS reminders work and how users and their patients can opt in/out of receiving SMS.
Billy Ferguson avatar
Written by Billy Ferguson
Updated over a week ago

SMS Notifications FAQs

Andre avatar
Written by Andre
Updated over a week ago

Opting Patients In/Out of Receiving SMS Notification

Sydney avatar
Written by Sydney
Updated over a week ago

How Do I Enable SMS Reminders?

This is how you turn on text message notifications for your patients.
Billy Ferguson avatar
Written by Billy Ferguson
Updated over a week ago

How Do I Override Notifications For A Specific Appointment?

Change notifications for a specific appointment.
Billy Ferguson avatar
Written by Billy Ferguson
Updated over a week ago

Email Reminders - Delivery Status and Reasons

This article details the reasons for email delivery status along with what they mean and why they happened.
Billy Ferguson avatar
Written by Billy Ferguson
Updated over a week ago

What Do I Do When a Patient Unsubscribes From Emails?

Andre avatar
Written by Andre
Updated over a week ago

Changing Text of Email Notifications

You can customize the email notifications that go out to your patients.
Billy Ferguson avatar
Written by Billy Ferguson
Updated over a week ago

Will Patients Get a Notification if Appointment Info was Edited?

Which appointment details will trigger a notification to the patient if the info changes?
Billy Ferguson avatar
Written by Billy Ferguson
Updated over a week ago

Send Reminder Button for Sending Forms

You can send a reminder to your patients to complete their onboarding forms.
Billy Ferguson avatar
Written by Billy Ferguson
Updated over a week ago

How Existing Patients Can Opt in for SMS Notifications In Your Office

Opt in patients to start receiving those handy SMS reminders.
Billy Ferguson avatar
Written by Billy Ferguson
Updated over a week ago

Are My Clients Getting Their Email or SMS Reminders?

There are ways for you to check and see if your patients are receiving their notifications.
Billy Ferguson avatar
Written by Billy Ferguson
Updated over a week ago