Getting Started | Help & Support

Practice Solutions

24 articles

Help & Support Practice Solutions

Creating a Provider Account

Getting started >

Registration process >

Getting setup for booking

Setting your regular availability >

Set availability for specific days >

Adding services and intake forms >

Set up Zoom integration for virtual appointments >

Setting up direct payments >

Practice resources

Uploading resources on your client portal >

Setting up your client portal for success

Displaying relevant information >

Branding and visuals >

Badges & Accolades

What are Badges and Accolades? >

How to request a badge? >

How to hide/display certain badges and accolades? >

How to display my badges and accolades 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 >

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