The Blog
Where the EHR stops,
and what fills the gap.
Practical, no-fluff writing on practice operations, follow-up gaps, and the systems that run a health-based business without you.
LATEST POSTS
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How to connect Practice Better to the rest of your business
Practice Better runs your practice management beautifully. Here's how the Lead Better Connector links it to your follow-up, reminders and reactivation, with no double entry.
Why your VA can't see some clients in Practice Better (and how to fix it)
Practice Better's team permissions are powerful and a little counterintuitive. Here's why a team member can't see certain clients, and how to set access up properly.
How to share session notes with clients in Practice Better
Practice Better doesn't share session notes with clients automatically, and that's on purpose. Here's how to share them, and a routine so none get missed.
Getting the most out of Practice Better's AI Charting Assistant
How Practice Better's AI Charting Assistant works, what it costs now, and the settings that make it genuinely useful, especially if you type during sessions.
Practice Better Connector Hub: what it does and who it's for
Practice Better's Connector Hub links your account to tools like Mailchimp, HubSpot and QuickBooks. Here's how it works, what it costs and when it's the right fit.
The complete guide to Practice Better automations
Every native automation in Practice Better, what each one is great for, and how to set them up so they actually save you time.
Switching to Practice Better from Jane or another EHR? What to know before you move
Moving to Practice Better from Jane or another EHR? Here's what transfers, what you'll rebuild, and how to set it up right the first time.
Practice Better Automation Not Working? Check these five things
Set up a Practice Better automation and it's not firing? These are the five most common causes, in the order we check them.
How to Get More Rebookings in Practice Better
Practice Better gives you great tools for keeping clients in care. Here's how to use packages, programs and Invite to Book so fewer people drift between sessions.
How to Auto-Fill the Client Record From Practice Better Forms
Form mappings are one of Practice Better's most useful features and one of the least set up. Here's how to make intake answers land in the chart on their own.
You know what you think happens when a new patient finds you.
Want to know what actually happens?