Welcome to the Unified Practice Knowledge Base



Getting Started

Learn how to set up your account and explore resources for new staff members.



Billing & Payments

Learn about our Card Capture for Policy Enforcement feature! Also learn how to Process Cash & Insurance transactions, Manage Reports, and more!



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.



Calendar Management

Learn how to use our calendar features and manage your schedule.



Charting

Chart on the iPad, or chart on the Desktop! Learn how to chart like a pro with Unified Practice.



Email & Text Message Notifications

Send your email and text message notifications! Learn how to customize and track the notifications for your patients.



Insurance Verification

How to use the Integrated Insurance Verification Service and FAQs.



Telemedicine

Video Conference with your patients! Learn how to use our Integrated Telemedicine Services with LifeSize.

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Patient Management

Learn how to manage a patient's file



Email Marketing

Learn how to use our HIPAA Compliant Email Marketing integration with Constant Contact.



Inventory Management

Learn how to edit and manage your inventory within Unified Practice



EHR Agenda App (iPhone, Android)

Learn how to use the iPhone & Android app to schedule and manage your appointments!



Unified Practice FAQs

What are the system requirements for Unified Practice? How can you export your documents? We have all of your answers here.