Video Tutorials

Appointment Book

myPractice has a comprehensive multi-user scheduling database built into the product.

One view of everyone's Appointments and activities, linked to Clients allows you to better manage internal and external communications.

Tutorial 1:  Adding a New Appointment (0:56)

Tutorial 2:  Changing/Moving Appointments (1:06)

Tutorial 3:  Time Ruler (0:31)

Tutorial 4:  Notes

Tutorial 5:  Printing Calendar

Tutorial 6:  Displaying Other Calendars (2:11)

Tutorial 7:  Client Has Arrived Notification (0:48)

Client Details

The Client Details database is at the heart of myPractice.  A high performance database lets you store every contact and every detail in a central location within your Practice.

Tutorial 1:  Adding a New Client (0:58)

Tutorial 2:  Link a Document to a Client Record (2:18)

Tutorial 3:  Add Emails or Phone Calls to a Client Record (2:12)

Letters

myPractice gives you the ability to create and store templates within the program. You can merge a template with a client and appointment details to produce a letter to either Save as a Word or PDF Document, Send via Email or Print to send via the Post.

Tutorial 1:  Inserting Fields Into a Template

Tutorial 2:  Merging a Letter (43 sec)

Tutorial 3:  Create Template from Exisiting Document

Tutorial 4:  Create a New Template

Invoicing & Payments

myPractice delivers a quick and easy solution to invoicing and receiving payments - featuring 1 Step invoicing and auto generating payments as well as transaction summary and banking reports.

Tutorial 1:  Set Up an Invoice Template

Tutorial 2:  One Step Invoicing (33 sec)

Tutorial 3:  Manual Invoicing and Payments

Tutorial 4:  Transaction Summary

Tutorial 5:  Banking

Customising

Customisation is paramount in the design of myPractice.  You can rearrange, rename, add and remove fields from your Client Details view to best suit your style and method of working.  We understand that everyone works in a different way, even within the one Practice, so we have made the Consultation and Client Views completely configurable to your needs.

Tutorial 1:  Renaming Fields (29 sec)  

Tutorial 2:  Adding a Tab (27 sec)

Tutorial 3:  Inserting Fields (1:02 min)

Tutorial 4:  Moving and Resizing Fields (40 sec)

Tutorial 5:  Removing Tabs and Fields (32 sec)

Support

myPractice Software Assurance guarantee's you get the most out of myPractice.  We ensure you get the best support by including remote assistance available to you directly from myPractice.

Tutorial 1:  How to Receive Remote Support (1:14 sec)