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Getting Started
Learn how to set up your account and explore resources for new staff members.
- Clinic Settings - Part II
- Getting Started with Unified Practice
- Clinic Settings
- Medical Questionnaire & Consent Form Settings
- Managing Clinic Staff - Adding, Removing, Updating, and Adjusting Staff Roles & Permissions
Unified Practice FAQs
What are the system requirements for Unified Practice? How can you export your documents? We have all of your answers here.
- How secure is UnifiedPractice? Is UnifiedPractice HIPAA compliant?
- Too Many Failed Log-in Attempts?
- What are the System Requirements for Unified Practice?
- Unified Practice’s Cancellation and Refund Policy
Billing & Payments
Learn about our Card Capture for Policy Enforcement feature! Also learn how to Process Cash & Insurance transactions, Manage Reports, and more!
- How Do I Check My Patients Out?
- Unified Practice Billing and Payments Webinars
- 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 do Patients Fill Out Onboarding Forms?
- Onboarding Forms FAQS
- Does Unified Practice Provide Consent Forms For Download?
- Health Screening Forms (COVID Form)
- How are Onboarding Forms Assigned to Patients?
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.
- How to Navigate through the iPad app
- Chief Complaint & ICD-10 SOAP note sections
- iPad Training Video (Full Version)
- How to Customize the iPad's SOAP Note Toolbar
- Chart Status Colors
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.
- Insurance Verification FAQs
- How Can I Request An Insurance Verification?
- How Do I Enable The Insurance Verification Service?
- The Insurance Verification Report
Telemedicine
Video Conference with your patients! Learn how to use our Integrated Telemedicine Services with LifeSize.
- How Do I Set Up Telemedicine Services?
- LifeSize Video Conferencing FAQs
- How do I Bill Telehealth/Telemedicine Services?
- How Do I Schedule and Join Telemedicine Appointments (Practitioner)?
- How Do Patients Schedule and Join Telemedicine Appointments?
Email Marketing
Learn how to use our HIPAA Compliant Email Marketing integration with Constant Contact.