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Practice Management
Practice Management
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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.
Written by
Andre
Updated over a week ago
How to Set Up Your Availability and How it Effects Your Online Booking Page
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.
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)
Written by
Andre
Updated over a week ago
Add, Edit, Or Remove Availability Outside Of Your Regular Schedule.
Written by
Sydney
Updated over a week ago
Different Colored Appointments on the Calendar
What do all the colors mean on your Calendar?
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.
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.
Written by
Kenan
Updated over a week ago
How to Integrate the 'Book Appointment' Button on Your Website
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.
Written by
Sydney
Updated over a week ago
Calendar Functionality
How do I Schedule an Appointment?
Written by
Kenan
Updated over a week ago
How to Connect the Unified Practice Calendar to iCalendar
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.
Written by
Kenan
Updated over a week ago
How Do I Reschedule An Appointment?
Written by
Kenan
Updated over a week ago
Schedule A Recurring Appointment
Written by
Sydney
Updated over a week ago
Canceling and Rescheduling Recurring Appointments
Written by
Sydney
Updated over a week ago
How do I cancel an appointment?
Written by
Kenan
Updated over a week ago
Can I Cancel An Appointment Once I've Started a SOAP Note?
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.
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.
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.
Written by
Kenan
Updated over a week ago
Removing Booked Time-Off
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.
Written by
Kenan
Updated over a week ago
My Calendar vs. Clinic Calendar, My Patients vs. All Clinic Patients
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.
Written by
Sydney
Updated over a week ago
View A Practitioner's Availability On The Calendar
Written by
Kenan
Updated over a week ago
How do I see appointments for other practitioners?
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
Written by
Sydney
Updated over a week ago
What is the star next to a patient's name on the calendar?
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.
Written by
Kenan
Updated over a week ago
Online Booking
How do I Enable Online Booking for my Clinic?
Ready to enable online booking? Here are the steps to do so.
Written by
Sydney
Updated over a week ago
How & Where do I Enable Online Booking?
Follow these steps to enable online booking for your clinic.
Written by
Sydney
Updated over a week ago
Where can I see all of my clinic locations booking pages
Written by
Kenan
Updated over a week ago
Auto-Accept Appointments
Choose whether to approve or deny appointment requests OR have them auto-accept when a patient books online.
Written by
Sydney
Updated over a week ago
How to Find Your Online Booking URL
Here's how to access your online booking URL
Written by
Maggie
Updated over a week ago
Patient Management
What is the Maximum File Size I can Upload to a Patient File?
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.
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.
Written by
Kenan
Updated over a week ago
Viewing patient's previous visits
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.
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.
Written by
Sydney
Updated over a week ago
Why Are My Patients Not Getting Email Reminders?
Patient notifications are set up in Scheduling Settings.
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.
Written by
Billy Ferguson
Updated over a week ago
Why Can I No Longer Cancel This Appointment?
No option to cancel appointment?
Written by
Billy Ferguson
Updated over a week ago
Erasing/Deleting is Archiving Patient Files
Don't delete... Archive!
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.
Written by
Billy Ferguson
Updated over a week ago
Printing Patient Charts
This article will show you how to print or download SOAP notes
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?
Written by
Billy Ferguson
Updated over a week ago
How Do I Delete A Patient?
Want to remove a patient file?
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?
Written by
Billy Ferguson
Updated over a week ago
How Do I Upload An Attachment To A Patient's File From The Web?
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.
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).
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.
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.
Written by
Andre
Updated over a week ago
Professional Services
Here's the data can Unified Practice import for you.
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.
Written by
Billy Ferguson
Updated over a week ago
Creating/Uploading Onboarding Forms
How to make the forms that your patients fill out.
Written by
Billy Ferguson
Updated over a week ago
Editing/Deleting An Onboarding Form
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.
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.
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?
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.
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.
Written by
Billy Ferguson
Updated over a week ago
Who Owns The Patient Data?
Written by
Billy Ferguson
Updated over a week ago
Viewing Patient Onboarding Forms
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.
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.
Written by
Billy Ferguson
Updated over a week ago
Do You Provide Consent Forms For Download? Yes.
Written by
Billy Ferguson
Updated over a week ago
How to Print My Onboarding Forms?
Print hardcopies of your onboarding forms.
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.
Written by
Andre
Updated over a week ago
Inventory
Editing My Inventory
In the Inventory tab, you can add, edit, or make inactive any of the items in your clinic's inventory.
Written by
Billy Ferguson
Updated over a week ago
Why Is There a Warning/Alert Symbol Next To My Products On The Billing Page?
What is that exclamation point in the triangle telling me?
Written by
Billy Ferguson
Updated over a week ago
Edit My Inventory Average Unit Cost
You can change the unit cost of your inventory items.
Written by
Billy Ferguson
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.
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.
Written by
Billy Ferguson
Updated over a week ago
SMS Notifications FAQs
Written by
Andre
Updated over a week ago
Opting Patients In/Out of Receiving SMS Notification
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.
Written by
Billy Ferguson
Updated over a week ago
How Do I Override Notifications For A Specific Appointment?
Change notifications for a specific appointment.
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.
Written by
Billy Ferguson
Updated over a week ago
What Do I Do When a Patient Unsubscribes From Emails?
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.
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?
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.
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.
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.
Written by
Billy Ferguson
Updated over a week ago
General Help
Does Unified Practice Work If The Internet is Down?
Written by
Kenan
Updated over a week ago
Roles and Permissions
Written by
Kenan
Updated over a week ago
Chart Status Colors
What are the colored dots next to patients' names on the patient list?
Written by
Sydney
Updated over a week ago
How Do I Update My Payment Method For My Unified Practice Subscription?
Got a new card? Need to update your Unified Practice payment method? Here's how to do it.
Written by
Billy Ferguson
Updated over a week ago
Deactivating vs. Deleting Patient Data
What is the difference between deactivating and deleting? Why can't I delete Patient Data in Unified Practice?
Written by
Andre
Updated over a week ago
How secure is UnifiedPractice? Is UnifiedPractice HIPAA compliant?
Written by
Kenan
Updated over a week ago
How do I Inform Patients of my Cancellation Policy?
Do you have a cancellation policy you'd like your patients to know about? Here's how to do that.
Written by
Sydney
Updated over a week ago
Chief Complaint vs. ICD. What's the Difference?
There is a difference between how ICD and Chief Complaints are categorized on the web platform. Here's why.
Written by
Sydney
Updated over a week ago
How to enable pop-ups in your browser
Written by
Kenan
Updated over a week ago
Clearing browser cache
Written by
Kenan
Updated over a week ago
How do I cancel my account?
Written by
Kenan
Updated over a week ago