V4 - How to Videos - Getting Started with myPractice

This article relates to version 4 of myPractice.


To get you going, we have compiled a list of things you are most likely to want to do when you start using myPractice and included links to the Help documentation and Videos.

Initial Setup

myPractice Online Help

myPractice YouTube Channel

Setting/changing User Details (eg Name, Password, Phone, Email etc)

http://www.youtube.com/watch?v=iy8cy6OKu8k

Adding Practice Location Details

http://www.youtube.com/watch?v=B92-S9zbTEQ

Checking for Updates & Error Reporting

http://www.youtube.com/watch?v=x2upBae5vlo

 

Basic Tasks

myPractice Online Help

myPractice YouTube Channel

Adding a Client

http://www.youtube.com/watch?v=8D_ZKRzf258

Finding a Client (hint: ctrl+f anywhere in myPractice)

 

Adding an Appointment

http://www.youtube.com/watch?v=p3GoNCgR_s8

Editing an Appointment

http://www.youtube.com/watch?v=Rdjz_URfPOc

 

Invoicing, Products and Services

myPractice Online Help

myPractice YouTube Channel

Adding/Editing Products and Services

http://www.youtube.com/watch?v=BsbfOiYhVAo

Creating an Invoice

http://www.youtube.com/watch?v=_oaCgo9djc0

Emailing an Invoice

http://www.youtube.com/watch?v=1Grm7prJSEs

General Invoicing Help

 

 

Appointments

myPractice Online Help

myPractice YouTube Channel

Customising the Appointment Book

 

Practitioner Availability

 

 

Reminders

myPractice Online Help

myPractice YouTube Channel

Email Settings

http://www.youtube.com/watch?v=N5-2WUqKdck

SMS Settings

http://www.youtube.com/watch?v=fqELyfi7gUw

Create/Edit Email Template

 

Create/Edit SMSTemplate

 

Sending SMS/Email Reminders

 

 

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