Practice Hub Step by Step Beginner to Pro

In this session we go over all the general system settings.

In this session we look at settings specific to individual clinics

In this video we look at configuring our team members

In this video we look at controlling who can access which parts of the system

In this session we look at the purpose of creating groups in the system

Here we look at creating third parties such as insurance companies for billing purposes

In this video we look at the management of calendar resources as an alternative to practitioners

In this session we look at creating custom forms for use in the system.

In this video we look at adding custom images to the system which can be used in custom forms.

In this session we look at creating a self check in system which clients can use on arrival.

I this video we look at separating difference centre services using modalities

In this video we investigate creating different appointment types within the system

In this section we look at creating care plan options which can be later assigned to clients to monitor their attendance over time.

In this session we look at configuring products and services which we can use on our invoices

I this video we look at configuring tax options for our products and services

In this session we look at creating pre-paid package options containing a number of services.

In this video we create direct debit plans to assign to clients.

In this video we look at setting up various payment methods to use in the centre

In this session we look at the options available when creating invoices.

This video explains a maintenance process in which we can remove zero valued invoices from the system and free unneeded invoice numbers.

In this video we setup our options for sensing confirmation and reminder messages

In this video we configure how the recall system works.

In this session we look at configuring text messaging options

In this video we look at ways in which the system can be connected to other outside systems

In this session we take a brief look at how other systems can connect in to Practice Hub

In this video we explore the system settings which need configuring to setup the online booking system.

In this video we look at configuring tags to identify clients with certain needs.

In this video, we look at setting up reasons for client cancellations so that these can be quickly selected from a dropdown list.

In this video, we look at setting up the list of referral methods which clients might come to use by in order to report back on how many people come from each of these methods.

This session looks at using the quick add patient shortcuts.

This session looks at using the quick add invoice shortcuts.

In this session we look at booking in appointments via the calendar, both for existing and new clients.

In this session we look at how to set the open shift function.

In this video we look at processing appointments. This includes Re-sheduing, Canceling, Deleting and Payments

In this video, we look at cashing up and closing the session.

In this session we look at managing our diary using availability options.

In this video we explore various ways of searching the system for patients.

In this video we take a tour of the task management system.

In this session we explore the various sections of the patient record screen

In this video we look at adding and using pre payment plans on patients accounts.

In this session we explore the practitioner dashboard and how we use it for note taking.

In this session we look into how we switch sites if we are a multi site clinic.

In this video we look at printing out the daily sheet

In this session we explore the Your Account area on the system

In this video we look at the ability to record timesheets on the system

In this session we look at adding memberships to patient accounts

In this video we look at the form portal to allow clients to fill in our forms

In this session we explore the connect system to set up patient communications

In this video we look at how the automated recall system works.

In this session we look at the multiple booking facility within the system.

In this session we look at reporting on upcoming client reminder emails and text messages.

In this session we look at how we can find out about upcoming appointments to know how busy the clinic is.

In this video we explore the powerful functions in the system for exporting data out of the system.

In this session we look at producing lists of upcoming patient birthdays.

In this video we explore reporting on appointments in the centre.

In this session we look at the report to analyse missed and cancelled appointments.

In this video we look at all our invoices and payments which have gone through our system.

In this video we look at a beta report showing the difference between when products and services are purchased vs actually paid for.

This session looks at the report to show all the transactions which have gone through the system.

In this video we look at a report which charts the financial performance of the centre.

This session explores the report showing which patients owe us money vs for which we hold funds.

In this video we look at all the pre payment plans which are in use within the system.

In this video we explore all the visit and spending habits of our patients. Allowing us to work it out on average how much any patient is worth to us.

In this session we explore the financial data which can be exported from the system.

In this video we look at how we can review what happened in previous shifts.

In this session we look at the report which allows us to monitor how well we manage recalls in the clinic.

This video allows us to review our new patients and what referral method they came to us from. Plus importantly how far they have progressed in their clinic journey.

This video looks at how we can monitor the patients who make use of our online booking facility.

In this video we look at a legacy report for showing statistics about membership.

In this session we look at the newer version of the membership report.

In this session we look at another way of reviewing invoices and payments within the system.