Onboarding Guides

These guides have been developed to assist account administrators in setting up their accounts.

Configuring the General Account Settings
The following guide will provide a walkthrough for configuring all of the settings within the GENERAL Account Settings tab. Upload your practice logo ...
Fri, Jun 3, 2022 at 3:26 PM
Email Templates for Client Communication
Switching to My Best Practice   PRACTICE NAME is in the process of migrating to a new electronic medical record (EMR) platform called My Best Practice. Thi...
Thu, Jun 16, 2022 at 1:21 PM
Inviting Additional Staff/Users to Your Account
INVITING ADDITIONAL STAFF/USERS TO YOUR ACCOUNT STEP 1: Navigate to the “Staff & Users” tab within the Account Settings section. STEP 2: Select the ap...
Fri, Jun 3, 2022 at 3:14 PM
Submitting Application for E-Payments
If you are going to be using My Best Practice to collect e-payments from your clients, you will need to submit an application to PaySimple (the third-party ...
Fri, Jun 3, 2022 at 3:44 PM