Custom Client Tags
Create custom tags within your account to organize your client list, then filter clients based on those tags when searching.
Read the help articleProduct updates
New Features!
My Best Practice uses feedback from clinicians and teams to keep improving workflows. Here are a few recent additions.
Default Rates Settings
Set default rates for each professional within user settings. When a CPT code is selected during scheduling, the specified rate can auto-populate.
Read the help articleAutomatic Monthly Superbills
Automatically generate and send monthly superbills to a client's secure portal, with an email notification when the billing document is added.
Read the help article