This guide is intended as a resource for Office Admin Users who are a member of a Group Edition of Zencare Practice Management.
Welcome to Zencare Practice Management! Zencare Practice Management is a comprehensive, web-based practice management solution designed to help simplify your practice's administrative needs. As an Office Admin user in a Group Edition of Zencare Practice Management, you'll be able to change most settings relating to the overall practice. As a result, we've created this guide so you know exactly what features and settings to be aware of as you get started as a new user in Zencare Practice Management. Review the steps and articles linked below for a full introduction into all you'll be doing in Zencare Practice Management!
1. Logging Into Zencare Practice Management
If you haven't got access to your Zencare Practice Management Account yet, you'll need to reach out to an Office Admin or an Owner of your Practice to create your login information for you and send your practice URL to you! Each Zencare Practice Management account has its own segregated database, accessible only from a customized, account-specific URL, so be sure to bookmark this URL once it's sent to you for easy access. Once you've logged in with the information provided to you, you can change your login email and password by heading to Settings > User Access.
2. Learning the Features of Zencare Practice Management
Now your Therapist profile and availability has been set up, you're ready to start using Zencare Practice Management! Here is a list of guides for all the features you will most likely use day to day in Zencare Practice Management. Be sure to read through all of these resources for a full understanding of how to use this functionality, and speak to your Group Practice to make sure you know what features they expect you to be using each day.
- Click here for a guide to adding and managing Clients in Zencare Practice Management. As an Office Admin, you'll be able to see and search for all Clients in the practice.
- Next, click here for a guide on scheduling sessions in Zencare Practice Management. This guide covers both scheduling Client sessions and blocking out Therapist's time for personal/administrative purposes.
- Depending on your practice's settings, you may or may not be able to view and edit session and non-session notes inside of Zencare Practice Management. Please speak to your Practice Owner if you believe this setting is configured incorrectly for your practice.
- Finally, check here for a guide to billing in Zencare Practice Management. Again, be sure to check with your Group Practice about who is responsible for which administrative tasks in Zencare Practice Management, as this will determine how often you use these features.
That's it for a brief overview of all of the main features of Zencare Practice Management! As you use Zencare Practice Management more, you'll want to learn about additional features and areas of Zencare Practice Management that will help you with your day to day tasks, such as the Workflow, so be sure to explore Zencare Practice Management, read more guides on our website, and speak to other members of your practice as you learn the program! If you need more help and can't find an answer, you're also welcome to reach out to our support team, who are always happy to help. Practice wisely!