Tips and Tricks: How to Quickly Train New Staff Members on How to Use Practice Perfect

In our Tips and Tricks series, we share some neat ways for making the most of Practice Perfect.


Hiring new staff members is an exciting time for any business. It means that your company is getting so busy that it needs more hands on deck. But hiring new staff members presents its own set of unique challenges. For instance, if you’re hiring a new front desk person, they may need to learn how to schedule appointments and process payments. Similarly, if you’re hiring a new therapist, they may need to learn how to utilize your customized documentation or enter treatment and service charges. In either case, there’s a notable learning curve that they’re up against. In this article, we’ll be discussing how you can quickly train new staff members on how to use Practice Perfect.


The QuickStart Guide


Beginning with the seminal ‘Intro to Icons in Practice Perfect’, the QuickStart guide contains a selection of handpicked topics that provide viewers with an understanding of the key functions in Practice Perfect. From installing and updating the software, to creating ‘Client’ and ‘Provider’ profiles, this series will provide them with a firm understanding of how Practice Perfect works.


Click here to access the QuickStart Guide.


Next Steps


After making your way through the QuickStart Guide, you can make your way onto some of the more advanced subjects. For instance, your office managers and billers will definitely need learn how to enter treatment and service charges.


As for your treatment staff, they may have questions about how to complete their SOAP notes, or how to integrate customized Microsoft Word forms with Practice Perfect. No matter what the case may be, there is a vast selection of videos Practice Perfect University. We recommend introducing the webpage to your new staff members shortly after they start at your clinic. You’d be surprised–even your most seasoned staff members can learn a thing a thing or two in Practice Perfect University.


Click here to check out the rest of the articles in our Tips and Tricks series.