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

Automated signature workflows make it simple to assign notes for signature between supervisees and supervisors. This feature is perfect for practices needing a streamlined, stepwise sign-off process.

Automated Signature Workflow Guide for Multi Signatures and Supervisors

Feedback

Roadmap

Changelog

This guide walks you through using the Fax and SMS services available on your Omnipractice account. Once these services are activated for your practice, you can send and receive faxes, fax prescriptions directly to pharmacies, and communicate with clients via SMS — all from within the platform.

Integrations: Fax, Fax-RX, SMS etc

Fax: Send, Receive and Fax-RX

SMS: Send and Receive Text SMS

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

Accessing the Omnipractice Client Portal on Mobile is simple and secure. Here’s how to get started, use its main features, and manage your account — just like in the demonstration.

Accessing the Omnipractice Client Portal on Mobile and Installing as App

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

Learn how to configure your billing section, add group NPIs, set up payers, and handle claim submissions and ERAs.

Setup Practice Payment Details, Add Group NPIs, Payers, Enroll for Claim Submission and ERAs and Add Contracted Rates

Quickly and securely send electronic prescriptions by connecting your practice to the Scripture network. This step-by-step guide walks you through setup, onboarding your team, and getting started with prescribing medication, so you can start streamlining your workflow today.

Setting Up and Using E-Prescribe for Your Practice

Manage Clinician Details, Link Calendar & Enable Omni Recorder

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

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

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

Easily track appointment and note completion with fully customizable status and Use AI-driven reports to monitor practice activity, and set up automated daily email schedules.

Customizable Appointment & Note Status and Reports

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

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

Managing different types of client profiles is easy with Omnipractice. Whether you're adding an individual, a couple, or a minor (child) and their guardians, the platform guides you through every step. Let's walk through the process of setting up each profile type, organizing your practice and client information efficiently.

Creating Client Profiles in Omnipractice: Individual/Adult, Minor, and Couple.

Learn how to easily update client types—switching between individual, minor, or couple profiles—to best reflect your client relationships and improve your record-keeping.



Changing Client Types From Individual to Minor or Individuals to Couple and Vice Versa

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

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

Draft AI Group Notes in One Click - Without Recording the Session

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

Medication & Medication Administration Workflows

Add, Administer & Refill Medication

Medication Management Tutorial - One Time and Scheduled Medications

Medication Audit Log Access Guide

Manage Client Billing and Insurance 

How to create an Invoice for an appointment and charge client

How to add payment for a session invoice

How to create and access saved superbills

How to create standalone claims in Omnipractice

Submitting Primary Insurance Claims

ERAs in Omnipractice (Insurance Payment Reports)

Creating Primary Claims Directly from Calendar

How a session travels from the client's insurance setup, through the primary claim, into the Secondary Claims queue — and how to file and track the secondary claim from there.