Practice HQ Guide
Practice administration: configuration, team management, billing, supervision, payroll, and documents.
By Sarah and 1 other2 authors6 articles
- Practice scheduling & roomsHow to manage scheduling across your practice — therapist calendars, room bookings, appointments on behalf of therapists, and the difference between rooms and locations.
- Analytics & reportsPractice analytics dashboard, 26+ pre-built report templates, KPIs, session/client/billing/document reports, therapist performance, and custom report requests.
- Managing team & clientsInvite providers and admins, manage roles and status, and handle clients, minors/guardians, couples, and care teams.
- Documents and templatesCreate and manage practice document and note templates, AI-generated forms, packets, and sharing.
- SupervisionHow to set up and manage clinical supervision — session review, approval workflows, billing modifiers, and supervisor-supervisee relationships.
- Using payrollConfigure and run payroll — pay periods, compensation, compliance, adjustments, and exports.