How can I train a Practitioner new to my clinic to use Unified Practice?

This article will summarize resources available to train practitioners new to your clinic on how to use Unified Practice.

Jump to:

• Entering your appointment availability
• Practitioner Account settings
• Understanding the calendar and scheduling
• Telemedicine appointments
• The Patient File
• Charting with Unified Practice
• Charging & Billing with Unified Practice

Entering your appointment availability  

• To set up your recurring availability, navigate to Clinic Settings > Clinic Staff Scheduling. Select your name from the dropdown menu on the top right of the screen.  Click anywhere in the daily columns to add blocks of availability.  You may add large or small continuous blocks of time, such as "9:00am to 5:00pm" or "9:00am-11:30am", "12pm-1:30pm" if you want to build regular break times into your calendar.  

• You can also use "My Daily Schedule" to set hours outside your normal availability.
• You can use the calendar to book time off for vacations or any other instance where you want to block out your availability for appointments.  
• You can check your availability on the calendar or on your clinic's online booking page.  Click here if your clinic's online booking page is not currently published to learn how to access the URL to see your availability.  

Practitioner account settings

You can set practitioner account settings in Account > My Account or in Clinic Settings > Clinic Staff > Details.  

Here you will enter general personal information such as your name, license number(s) and email.  The most important settings that affect other aspects of the system's functionality are highlighted. 

• Calendar sync:  You can sync your Unified practice schedule with your Google Calendar.   See instructions to do this here.  Please note that your Google Calendar will not show patient names in order to remain HIPAA compliant, only appointment times.  For a secure way to view your schedule from your mobile device, we recommend that you download our EHR Agenda App available for iPhone and Android devices.  
• Scheduling preferences:  You can turn off online availability for a single practitioner here, so that some practitioners are seen on the online booking page and others are not.  If you want appointments to be scheduled with you via the clinic's online booking page, toggle "Allow Online Scheduling" to yes.  You can also choose to auto-accept appointments booked by patients via the online booking page or choose to accept or deny appointments individually through email as they are scheduled.  If you want to automatically accept appointments, toggle "Auto-Accept Appointments" to yes. You can read more about this feature here. 
• Medical Billing:  If you provide superbills to your patients or bill insurance, you will want to input your NPI on this page.  If you do not have an NPI, you can read more about them and register here. Read more about where this information goes in Unified Practice here.  You also have the option in this section to enter your personal tax ID and individual Office Ally credentials if your clinic does not bill on your behalf, or if payments should come directly to you at another address.  
• Fullscript user:  You can use Unified Practice to prescribe thousands of products through our integration with Fullscript.  This page will determine whose account is connected to your login. Click here to read more about how to prescribe right from your SOAP notes.

Understanding Calendar and Scheduling

• Watch the Calendar Webinar for an overview of available views, filters, navigation and color coding.  
• Booking, Canceling & rescheduling single appointments OR repeat appointments
• Printing your weekly schedule
• Understanding the icons on the calendar

Telemedicine Appointments

• Setting up telemedicine services
• Booking and joining telemedicine visits
• FAQs for using the integrated telemedicine video conferencing software, LifeSize

Understanding and using the Patient File

• Navigating the Patient File
• Printing a Patient File
• Printing SOAP notes
• Exporting Patient data, including 10+ SOAP notes
• Adding documents to the Patient File

Charting with Unified Practice

• Watch a pre-recorded iPad Webinar OR Join a live webinar
• Chart Status Colors
• Adding an amendment to a chart

Billing with Unified Practice

• Watch the Billing & Payments Webinar
• Tracking and collecting copays
• Checking patients out
• If you are billing as an individual provider apart from the rest of your clinic, you can set up your individual Office Ally account
• Creating and submitting claims to Office Ally
• Using the integrated insurance verification service