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Getting Started
Learn how to set up your account and explore resources for new staff members.
- Getting Started with Unified Practice
- Clinic Settings
- Clinic Settings - Part II
- Managing Clinic Staff - Adding, Removing, Updating, and Adjusting Staff Roles & Permissions
- Medical Questionnaire & Consent Form Settings
Unified Practice FAQs
What are the system requirements for Unified Practice? How can you export your documents? We have all of your answers here.
- Too Many Failed Log-in Attempts?
- Unified Practice’s Cancellation and Refund Policy
- What are the System Requirements for Unified Practice?
- How secure is UnifiedPractice? Is UnifiedPractice HIPAA compliant?
Billing & Payments
Learn about our Card Capture for Policy Enforcement feature! Also learn how to Process Cash & Insurance transactions, Manage Reports, and more!
- Unified Practice Billing and Payments Webinars
- How Do I Check My Patients Out?
- How to Void or Refund a Payment
- Setting Up Office Ally
Onboarding Forms
Learn how patients can fill out forms from their email, or on the iPad in your office. Note: To set up Forms settings, check Getting Started section.
- How are Onboarding Forms Assigned to Patients?
- Does Unified Practice Provide Consent Forms For Download?
- How do Patients Fill Out Onboarding Forms?
- Health Screening Forms (COVID Form)
- Onboarding Forms FAQS
Calendar Management
Learn how to use our calendar features and manage your schedule.
- How Do I Book, Cancel, and Reschedule Appointments?
- How to Set Up Group / Community Acupuncture
- How Can I Color-Code my Calendar?
- What Ways Can I View my Calendar?
Charting
Chart on the iPad, or chart on the Desktop! Learn how to chart like a pro with Unified Practice.
- iPad Training Video (Full Version)
- Chief Complaint & ICD-10 SOAP note sections
- Chart Status Colors
- How to Customize the iPad's SOAP Note Toolbar
- How to Navigate through the iPad app
Email & Text Message Notifications
Send your email and text message notifications! Learn how to customize and track the notifications for your patients.
See all articlesInsurance Verification
How to use the Integrated Insurance Verification Service and FAQs.
- How Do I Enable The Insurance Verification Service?
- How Can I Request An Insurance Verification?
- The Insurance Verification Report
- Insurance Verification FAQs
Telemedicine
Video Conference with your patients! Learn how to use our Integrated Telemedicine Services with LifeSize.
- LifeSize Video Conferencing FAQs
- How Do I Set Up Telemedicine Services?
- How Do I Schedule and Join Telemedicine Appointments (Practitioner)?
- How Do Patients Schedule and Join Telemedicine Appointments?
- How do I Bill Telehealth/Telemedicine Services?
Email Marketing
Learn how to use our HIPAA Compliant Email Marketing integration with Constant Contact.
See all articlesInventory Management
Learn how to edit and manage your inventory within Unified Practice
- Inventory Screen Tutorial
- Manage Your Inventory
- Product Sale
- Why Is There a Warning/Alert Symbol Next To My Products On The Billing Page?
- Selling Products/Inventory Items Without An Appointment
EHR Agenda App (iPhone, Android)
Learn how to use the iPhone & Android app to schedule and manage your appointments!
- How Do I Book an Appointment on the EHR Agenda App?
- How do I view another Practitioner's appointments on the EHR Agenda App
- How to Book Time Off on the EHR Agenda App