In this part of the tutorial you'll learn how to add clients, how to add client's details such as demographics, insurance details etc. We'll also cover each section of client file and how to use it properly.

Managing Clients & Client's Data

Adding & Setting up a Client 

Managing Client's Demographics, Billing & Insurance and Files

Managing Client's Clinical Data - Diagnosis, Allergies, Vitals and Medication

Managing Client's Documentation - Notes, Forms, & Assessments

Creating Treatment Plan/Timeline in Client File

Feedback

Roadmap

Changelog

In this section we'll see how to login to client portal and manage your details from the portal itself. We'll learn how to join appointments, fill out forms, pay invoices and message your clinician. We'll also learn how to upload files requested by your clinician and how to manage your own profile.

Signing Up in Client Portal

Getting started with your client portal is easy. Follow these steps to sign up, access your information, and use key features.

Client Portal Signup & Navigation Guide

Learn how to efficiently manage inquiries from initial contact to client conversion in Omnipractice

Managing Intake & Leads

Create and Manage Leads in Omnipractice

Complete the essential configurations to get your practice up and running. This step-by-step guide will walk you through all the necessary settings, from clinician settings to payments, ensuring your practice is ready to serve clients.

Setting Up Your Practice

Configure your Practice Settings and Locations to keep your practice's details up to date, add new locations, and manage essential settings. By following this guide, you'll streamline your workflows and ensure your information is always accurate.

How to Configure Practice Settings, Services and Locations

Get your team ready to collaborate. In this guide, you'll set up custom roles and invite team members, so everyone has the right permissions and responsibilities.

Set Up Team & Manage Custom Roles

Manage Clinician Details, Link Calendar & Enable Omni Recorder

How to use notes and forms template or create new templates in Omnipractice

Dynamic tables with drop downs make it easy to collect structured, detailed information—ideal for situations like tracking drugs and their classes. Using conditional logic, you can display questions based on earlier responses, so your forms stay focused and relevant.

Creating Custom Tables with Dropdown Options in Note & Form Templates

In this tutorial, you’ll learn how to create templates with conditional logic-based questions. Conditional logic lets you show or hide questions based on answers to earlier questions, making your forms smart and efficient.

Conditional Logic in Notes/Forms Templates

The Calendar & Scheduling system is the central hub for managing all your appointments, whether they're created in Omnipractice or synced from external calendars. This comprehensive guide will walk you through every aspect of calendar management and appointment scheduling.

Manage and Record Appointments 

Manage Appointments - Create, Edit & Cancel Appointments

How to record a therapy session with Omni Recorder

Manage assessments, document sessions with AI assistance, schedule appointments, and capture in-session notes efficiently.

Clinical Workflows

Adding Clinical Assessments in a Client File

Schedule, Join a Session & Prepare for Notes

Writing progress notes with and without AI

Packets in Omni Practice let you streamline your intake and consent process by sending groups of forms to leads or clients. Here’s how to create packets and send them where they’re needed—either manually or automatically.

Creating and Sending Form Packets to Leads & Clients

In this part, we'll cover different workflows that Omnipractice has. We'll be covering supervision workflow i.e how to add assignee under supervisor, how to sign notes for an assignee. We'll also cover the workflow of AI Group Note.

EHR Workflows - Supervision, AI Group Note etc

Supervision Workflow - Add Supervisee and Sign Notes

AI Group Notes Tutorial

E Prescribe Setup Guide

Mapping your group session types and connecting them with relevant note and prompt templates ensures your team uses accurate documentation and streamlined AI workflows for every group appointment. Let’s walk through how to set up and use group session types, select note and prompt templates, and document group sessions efficiently.

Group Appointment Session Mapping Tutorial

Manage client medications, track administration schedules, and document medication delivery with comprehensive oversight and compliance tracking.