Getting Started | Help & Support

Practice Solutions

28 articles

Help & Support Practice Solutions

Creating a Provider Account

Getting started >

Registration process >

Getting setup for booking

Setting your regular availability >

Set Custom Day availability >

Adding services and intake forms >

Setting up direct payments >

Migrating patients >

Setting your Buffer Time >

Managing your Away Time >

Practice resources

Uploading resources onto your client portal >

Setting up your client portal for success

Displaying relevant information >

Branding and visuals >

Badges & Accolades

What are Badges and Milestones? >

How to request a badge? >

How to hide/display certain badges and milestones? >

How to display my badges and milestones on my provider card >

Broadcasts

Broadcasts guidelines >

How to modify your broadcast >

Patient Charting and Cloud Storage

Manage your patient charting >

Managing your Cloud Storage >

Edit patient information >

Receiving payments on Materia+

How do I get paid by a patient? >

Managing invoices >

Payment alerts & reminders >

Generating Reports >

Receiving payments FAQ >

Prescribing Care Plans

Managing Templates >

How do I publish a Care Plan? >