Getting Started with Unified Practice

Learn how to get started with Unified Practice

Welcome to our Onboarding Tutorial!

This tutorial covers the essentials you'll need to get your whole practice running on Unified Practice. You can also view the Content below and jump to a desired section. 

CONTENT

Clinic Settings - Part I

This section will cover Business Information, Locations & Rooms, Clinic Business Hours, Clinic Staff, and Clinic Staff Scheduling. Find out how to add your general business and location information, add staff members, and set your schedule!

Clinic Settings - Part II

This section will cover Clinic Services, Billing Information, and Fee Schedule. Here you will learn how to set your staging for a particular service.

Email, Text Message, & Online Booking Settings

This section will cover your Email and Text message notifications. This section will also cover some of your most important Online Booking settings. 

Medical Questionnaire and Consent Form Settings

This section will cover how onboarding forms work, how to ensure your Medical Questionnaires and Read & Sign forms get assigned to the correct patients.

How to Receive a Payment        

Learn how to process an invoice for a patient's appointment within Unified Practice.                  

How to Set Up Insurance Billing 

Learn how to set up your account for insurance billing within Unified Practice. 

How to Set up Your Inventory

Learn how to set up your inventory within Unified Practice