Practice Better Shortcuts to Boost Productivity and Save Hours Weekly

If you’re running a private practice, you know that documentation, follow-ups, and admin don’t end when your client logs off. Practice Better is packed with features that—when used strategically—can reclaim your evenings and weekends. Here are seven time-saving tips for every Practice Better power user.

1. Create and Customize Note Templates for Faster Charting

Stop starting from scratch! Practice Better lets you create reusable note templates for anything—intake sessions, follow-ups, progress notes, coaching, and more. Leverage structured fields, free-text, and even advanced placeholders to instantly pull client data into your notes.

• How to: Guide to creating and using Note Templates

• Pro tip: Use Practice Better’s Template Library for prebuilt SOAP, DAP, and other common note types. Review your templates quarterly for relevance.

2. Save Time with Keyboard Shortcuts & Text Snippets

Practice Better supports hotkeys and text snippets for blazing-fast charting and messaging. Set up blocks of reusable text—like standard plans or instructions—to insert with a keystroke.

• How to: Using text snippets in notes and messages

• Print your favorite shortcuts as a cheat sheet until they’re second nature.

3. Automate Follow-Ups, Forms & Engagement

Tired of sending the same reminders, forms, or post-session instructions? Practice Better’s Automations can be triggered by booking, package purchase, or scheduling—automatically sending forms, messages, or tasks.

• How to: Set up automations

• Quickly automate tasks like sending intake packets, new client welcome emails, or scheduling a check-in survey.

4. Batch Scheduling & Smart Availability

Skip the back-and-forth: Set up recurring or batch appointment slots and allow clients to self-book within your availability rules.

• How to: Set & manage availability

• Offer special time blocks for certain appointment types to streamline scheduling.

5. Simplify Client Intake with Automated Forms & Packets

Let Practice Better handle all your onboarding: Bundle intake forms, consents, and screeners into digital welcome packets that send automatically upon booking.

• How to: Create and bundle intake forms

• Use custom forms for insurance, policies, or assessments—all managed online.

6. Put Billing on Autopilot

Practice Better allows for auto-generation of superbills, invoices, and recurring payments. Set up templates for common services and use automation for repeat tasks.

• How to: Automate billing and payments

• Auto-send payment receipts and reminders for missed payments with minimal manual work.

7. Streamline Communication with Built-in Messaging & Document Sharing

Forget the endless email chains! Use Practice Better’s secure communication and document-sharing tools to centralize all client interactions.

• How to: Use Practice Better’s secure messaging

• Batch your client replies, set boundaries with office hours, and use message templates for common FAQs.

Putting It All Together

Start small: Pick one workflow drain and automate or template it in Practice Better. Once you see the hours come back to you, keep building! With these tips, you’ll spend less time clicking and more time connecting with clients.

For more tips, templates, and Practice Better best practices:

• Practice Better Help Center

• Template Library at Practice Better

• Automations Guide

Empowering your practice with efficiency means you—and your clients—get more of what truly matters.

If interested in checking out Practice Better for your EHR needs, feel free to setup their free trial using the button below to see for yourself just the level of customization and flexibility that such a tool can bring to your practice.

Practice Better Free Trial