Practice Management

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

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

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

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

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

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

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

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