This guide is intended as a resource for Therapist 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 a Therapist user in a Group Edition of Zencare Practice Management, you won't need to worry about all the practice management elements of Zencare Practice Management, or be able to change certain 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. Configuring Your Therapist Profile and Setting up Your Availability
Before you get started with scheduling sessions and writing up notes, you'll want to make sure your Therapist profile is set up correctly! Click here for a full walkthrough in setting up your Therapist profile. The information you input here will appear in a variety of places of Zencare Practice Management, including receipts and invoices, so make sure it's all correct! A practice owner or administrator may have completed these details for you already, but you'll want to check and make sure.
Once your Therapist profile is set up, you'll want to set up your Availability. Your availability will be displayed to the rest of your Group Practice, and it's how other users (as well as Clients, if your practice uses Online Booking) will know when you're available for sessions, so it's important to set up correctly! Click here for an overview on setting up your availability in Zencare Practice Management.
3. 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. Please note that as a Therapist in a group practice, you may or may not be limited to being only able to see Clients who have been assigned to you in Zencare Practice Management depending on the practice's settings. Check with an Owner or Office Admin if you're not sure
- Next, click here for a guide on scheduling sessions in Zencare Practice Management. This guide covers both scheduling Client sessions and blocking out time for personal/administrative purposes.
- After booking a session, you can write a session note for it. Click here for an overview on writing session notes in Zencare Practice Management!
- 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, 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!