Learn and Explore at Your Own Pace with Tutorials and Video Tours
Whether you’re new to Practice Perfect or looking to master advanced features, our tutorials and video tours make it easy to learn. Dive into step-by-step guides, explore time-saving tips, and see the software in action with real-world examples. Start your journey toward maximizing efficiency today!
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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 - CA
How to setup 'Provider' profiles - US
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' - CA
How to setup 'Fee Codes' (Part 1) - US
How to setup 'Fee Codes' (Part 2) - US
How to setup Payors - CA
How to setup Payors - US
How to setup patient profiles (Part 1) - CA
How to setup patient profiles (Part 2) - CA
How to setup patient profiles (Part 1) - US
How to setup patient profiles (Part 2) - US
How to setup 'Other Contacts'
How to add a Physician - CA
How to add a Physician - US
How to setup new users and account permissions
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
Introduction to Medicare PQRS and Functional Limitations - US
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
Continued Education with Heather - Setup Tutorial (American Edition)
Continued Education with Heather - Front Desk Tutorial (American Edition)
Continued Education with Heather - EMR and Clinical Documentation (American 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 | US
Continued Education with Heather - Billing (American Edition)
Continued Education with Heather - Introduction to Reports and Advanced Functions | US
Continued Education with Heather and Matt - Wired Client and Faxing | US
Continued Education with Heather and Matt - Enhancing Your Clinic's Communication | US
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
Physiotec and Practice Perfect Discuss Remote Therapeutic Monitoring (RTM) - US
Technology That Supports Your Clinic Throughout the Patient Lifecycle
The Top 3 Features for Improving Client Engagement
A Very Spooky Seminar: Presented by Practice Perfect EMR
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