Zencare Practice Management Help Center

What's New

• What's New - March 31st, 2026

General Overview

• What is Zencare Practice Management?
• How Do I Access Zencare Practice Management?
• What Browser Should I Use?
• Zencare Practice Management Is Loading Slowly/Unresponsive
• I Have an Office Admin - Can I Grant Them Access to My Zencare Practice Management Account?
• Is There a Free Trial?

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Getting Started

• Quick Start Video Series
• Introduction to Zencare Practice Management
• User Access
• Multi-Factor Authentication (MFA)
• General Overview and the Edit Bar
• Services and Fees

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Zencare Payments & Integrated Processing

• Zencare Practice Management Payments Overview
• Getting Started - Merchant Enrollment
• Transaction Reconciliation
• Payouts & Reporting
• Chargebacks
• Adding Payment Methods

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Security & Compliance

• Is Zencare Practice Management Compliant?
• Can I Keep a Copy of My Files in Local Storage?
• Failed Log-in Notifications
• Is There a Privacy Mode?
• Power of Attorney
• Should I Reference Zencare Practice Management on My Practice Consent Forms?

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Client Portal & Online Booking

• General Overview of the Client Portal
• Client View: Booking Sessions
• How do I set up phone consultations and add them to Zencare?
• Client Portal Instructions & Email Template
• Deleting and Restoring Practice Documents
• Viewing and Receiving Forms

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Insurance

• Zencare Practice Management Integrated Insurance Overview
• Getting Started: Create your Insurance Profile
• Get Connected: Insurance Payer Enrollment
• Switching from Change Healthcare to Zencare Practice Management’s New Insurance Feature: Step-by-Step Guide
• Claim Outcomes & Reporting
• Claim Outcomes & Reporting

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Video Therapy

• Getting Started
• What is Video Therapy?
• Client Guide
• Troubleshooting
• Video Interface Update
• Security

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Group Edition

• Welcome to the Group Edition Getting Started Guide
• Step 1 - Limiting User Access in Zencare Practice Management
• Step 2 - Therapist Profiles
• Step 3 - Services and Fees Guide
• Step 4 - Supervisors
• Step 5 - Granting Access

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Core Features

• Payment Reminders
• Split Session Charges
• Uploading Practice Documents
• Practice Documents
• Viewing and Editing Practice Documents
• Text Formatting and Emojis

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