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Fast Solutions
QuickStart Guide
This playlist contains everything you need to start using Practice Perfect. From installation to initial setup, we’ve got you covered.
Demographics & EMR
Learn more about how to set up client profiles, complete SOAP notes, track goals and customize clinical documentation.
Billing
Familiarize yourself with how to set up payors, manage insurance claims, and track client attendance.
Browse Help Topics
Intro to Icons in Practice Perfect
Preparing to install Practice Perfect
How to install a Server
How to setup an 'Office Location'
Your clinic locations
How to install a 'Workstation'
How to setup 'Provider' profiles
How to create custom patient 'Divisions'
How to setup 'Scheduled Providers'
How to customize the 'Scheduler'
How to setup 'Payment Methods'
How to setup 'Fee Codes'
How to setup Payors
How to setup patient profiles (Part 1)
How to setup patient profiles (Part 2)
How to setup 'Other Contacts'
How to add a Physician
How to setup new users and account permissions
Setting Payor Preferences (Part 1)
Changing, Removing and Retrieving existing 'Payors' and 'Adjusters'
The Importance of Billing and Claims Processing
How to transfer 'Charges' between 'Incidents'
How to transfer 'Charges' and 'Documents' between 'Incidents'
How to Include Assistant Therapists (i.e. PTAs) on Invoices
How to apply 'Unapplied payment(s)'
How to 'Un-apply' a payment
How to do a 'Full Accounting Refund'
What is a 'Client'?
How to 'Discharge' a patient
How to export a full list of your clients
How to recover 'Deleted Items'
How to create 'Daily Progress Notes' (i.e. SOAP Notes)
How to Enable Document Locking for Customized Documents
How to transfer 'Progress Notes' between 'Incidents'
How to setup 'Goals' and 'Tests'
How to create custom 'Clinical Documents' in Practice Perfect (Part 1)
How to create custom 'Clinical Documents' in Practice Perfect (Part 2)
How to create custom MS Word forms
How to load MS Word forms into Practice Perfect
How to store documents on a 'Client Profile'
How to scan documents in Practice Perfect
How to download and install integrated forms
Continued Education with Heather - Setup Tutorial (Canadian Edition)
Continued Education with Heather - Front Desk Tutorial (Canadian Edition)
Continued Education with Heather - EMR and Clinical Documentation (Canadian Edition)
Continued Education with Heather - Basic EMR, Documentation, and the Web App
Continued Education with Heather and Carrie - Creating Customized Clinical Documents in Practice Perfect | CA
Continued Education with Heather - Billing (Canadian Edition)
Continued Education with Heather - Introduction to Reports and Advanced Functions | CA
Continued Education with Heather and Matt - Wired Client and Faxing | CA
Continued Education with Heather and Matt - Enhancing Your Clinic's Communication | CA
Continued Education with Heather and Carrie - Ontario Billing
Continued Education with Heather - Intro to Canadian Billing
Chad Madden on Building Clinic Referrals
The Latest and Greatest Add-Ons
Growing Your Revenue with Practice Perfect
A First Look at the Wired Client
Revenue from your Keyboard
What's New in R648 & an Exclusive First Look at PenPal AI
Practice Perfect and Coviu Present a New Telehealth Platform
What's New in R639
Using Integrated Reports to Track Your Clinic's and Your Patients' Success
Technology That Supports Your Clinic Throughout the Patient Lifecycle
The Top 3 Features for Improving Client Engagement
May 2017 Newsletter
September/October 2017 Newsletter
November/December 2017 Newsletter
January/February 2018 Newsletter
March/April 2018 Newsletter
May/June 2018 Newsletter
July/August 2018 Newsletter
September/October 2018 Newsletter
December 2018 Newsletter
Spring 2019 Newsletter
Summer 2019 Newsletter
Fall 2019 Newsletter
Winter 2019 Newsletter
Spring 2020 Newsletter
Summer 2020 Newsletter
Fall 2020 Newstetter
Winter 2021 Newsletter
Spring 2021 Newsletter
Fall 2021 Newsletter
April 2022 Newsletter
May 2022 Newsletter
June 2022 Newsletter
July 2022 Newsletter
August 2022 Newsletter
How to Setup the Coviu Telehealth Integration
How to Setup the Coviu Telehealth Integration
How to Setup the Practice Perfect and Insig Health Integration
How to Use the Practice Perfect and Insig Health Integration
Client Portal Overview
How to Setup the Client Portal
How to Setup Providers for the Client Portal
How to Setup Fee Codes for the Client Portal
How to Setup Patients for the Client Portal
Processing Self-Entered Clients and Web Appointments
Setting Up and Using the Client Self-Booking Portal
How to Use Document Exchange in the Client Portal
How to Use Financial Features in the Client Portal
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