Solo Practice Best Practices

Great Way to Track Incoming Calls Featured

• Amanda Petrik-Gardner
• June 06, 2018 15:49

31 votes 33 comments

New Plans?

• Jessica Revels
• February 22, 2022 13:38

3 votes 0 comments

Wanting the essential plan but need calendar sync Answered

• Karen Silver
• February 15, 2022 18:38

3 votes 1 comment

Adding my voice to complaints about Calendar Sync going away Answered

• Leah Liszka
• February 07, 2022 18:15

3 votes 4 comments

How to invoice Pro Bono and Lower Cost Services for Clients

• Sue Elderbroom
• November 01, 2021 20:33

3 votes 5 comments

Color code for apptoints ie biweekly, weekly, new, monthly Answered

• Kristina Tapia
• March 09, 2021 19:49

3 votes 2 comments

Medicaid Compliant Documentation Answered

• Locke Curfman
• December 17, 2019 23:30

3 votes 19 comments

Increase referrals Answered

• Shuntoya Chatman
• June 30, 2018 13:39

3 votes 11 comments

SP Fan Answered

• Sherry McClurkin
• June 05, 2018 23:38

3 votes 6 comments

No Calendar Sync anymore is a money grab. Answered

• Joseph Kanengiser
• February 10, 2022 02:58

2 votes 2 comments

Steep price increase Answered

• CHRISTINE LYNCH MA, LPC
• February 01, 2022 22:05

2 votes 7 comments

client secure message and text Answered

• Amy Fifield
• February 17, 2021 14:59

2 votes 6 comments

Options Needed for Stripe Credit Card Uploads Answered

• Alejandro G. Berthé-Suarez
• January 13, 2021 22:02

2 votes 1 comment

Professional Will Feature Answered

• Rhiannon Beauregard
• December 21, 2020 22:54

2 votes 5 comments

Website Domain Answered

• Alexis Arzuaga
• August 03, 2022 11:52

1 vote 1 comment

Dark Mode Update Answered

• Nicole Gordon
• June 04, 2022 16:12

1 vote 1 comment

Banners

• Marshall S. Hendrix
• May 19, 2022 12:43

1 vote 0 comments

Email Marketing/CRM

• Jessica C. Schaffer
• March 23, 2022 14:10

1 vote 1 comment

No Calendar Sync in Essential Plan?!

• Sarah Bollinger
• March 02, 2022 17:46

1 vote 0 comments

Calendar synch, yes another complaint Answered

• Aurolina Valdes
• February 07, 2022 14:54

1 vote 1 comment

Is there a way to send a group e-mail to patients to notify everyone of a weather closure, etc? Answered

• Karen Gershanov
• October 05, 2021 15:30

1 vote 1 comment

Microphone. Clients hear me but I can't hear them. Answered

• Theodore Solomon
• July 27, 2021 07:12

1 vote 15 comments

Consent Form for Recurring/Auto Payments? Answered

• Jamie Harris
• June 14, 2021 18:28

1 vote 1 comment

Telehealth link expired or is invalid BEFORE SESSION STARTED Answered

• Dr. Loredana Pampinella
• May 26, 2021 21:28

1 vote 26 comments

How can a send an additional form to an existing client to fill out Answered

• Tiffany Wright
• May 12, 2021 20:46

1 vote 2 comments

Tax Season Options

• Bonnie Brindle
• March 16, 2021 16:26

1 vote 3 comments

HIPAA Compliant ROI Sending Answered

• Kyle F. Richards
• February 08, 2021 20:48

1 vote 1 comment

Is it better to have individual and Couple Client for couples or just couple client Answered

• Richard Garber
• January 12, 2021 17:33

1 vote 9 comments

New Feature- Cropping Insurance Card Photo Uploads Answered

• Kyle F. Richards
• November 19, 2020 18:41

1 vote 1 comment

Virtual Assistant Platform Answered

• Scott Kelly
• October 19, 2020 17:58

1 vote 2 comments