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
- 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 Setup Insurance Verification and Eligibility by One Body
- How to Setup Insurance Verification and Eligibility by One Body
- 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)
- 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