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Custom Tables

A collection of complete, continuous walkthroughs showing exactly how different processes run in Omnipractice from start to finish.

One-Shot Workflow

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

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

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

Managing Intake & Leads

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

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 

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

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

Clinical Workflows

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

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