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Core Features
Core Features
Information for all of Zencare Practice Management's core features and functions.
How Can I View Important Client Details Directly From the Calendar?
Sync Your Calendar with a Third Party Program
General Overview of the Calendar
Using Privacy Mode to Schedule Sessions
Can I Print My Zencare Practice Management Calendar?
How Can I See More Time In The Calendar?
What To Do If You Can't See Your Sessions
Customizing Your View Options
Adding Clients
Client Imports
Deleting, Deactivating, and Waitlisting Clients
Client Waitlist
The Client Account
Circle of Care
Appointment Confirmations
What are Client Codes and Client IDs?
Linked Accounts - Managing Couples and Family Sessions
Session Summary
Client Documents and Folders
Appointment Reminders
Preferred Names
Client Tags
Client Lists
Group Edition - the Workflow for Practice Owners and Office Admins
The Dashboard - Managing and Analyzing Your Business
How to Delete a Prescription
What Is The Workflow And How Do I Navigate It?
Client Medications - Overview
Current Prescription vs Medication History
How to Add a Medication
How to Edit a Medication
Supervisors - Using the Workflow to Monitor Session Notes
Service Specific Availability
Group Edition - Why Can’t I See My Availability?
Scheduling and Managing Recurring Sessions
Managing Sliding Fee Scales with Service Fee Discounts
Multiple Locations - Overview
Assigning Therapists to Multiple Locations
Navigating Zencare Practice Management with Multiple Locations
Booking Sessions with Multiple Locations
Managing Supervisors Using Zencare Practice Management - Solo Edition
Configuring Locations
Assigning Services to Locations
Online Booking with Multiple Locations
Viewing Availability in the Calendar
Sessions & Session Notes - Managing Appointments and Documentation
Managing Supervisors Using Zencare Practice Management - Group Edition
Custom Availability Overview
Setting up Therapist Schedules
Marking Attendance for Sessions
Writing, Signing, Templates, and Associating Files with Session Notes
Exporting Session Notes
Session Notes for Supervisors
Non-Session Notes
Handwritten Notes
Receipts
Non-Session Charges
Financial Adjustments
Late Cancel and No Show Pricing Rules
Zencare Practice Management Billing 101
Invoice Methods: Auto Invoice or Bill Manually
Bill Manually - Generating Invoices
Account Summaries
Delivering Financial Documents to Clients
Managing Bill-To Parties
Outstanding Balances - Manually Allocating Payments
Outstanding Balances - Marking Bad Debt
Repairing Billing Errors
Taxes in Zencare Practice Management
Refund Transactions - When Do You Use Them?
How Do I Process a Refund?
How Do I Process a Refund When Credit Has Been Used?
Refunds - Correcting Errors
Refund Reporting
How Do I View the Refunds I've Processed?
Refunds on Credit Generating Transactions
Clinical Measures List
Clinical Measures - Overview
Sending Measures To Clients
Using Measures With Clients
Reminders for Measures
Secure Messaging - Overview
Navigating the Secure Messaging Section
Message Filtering
Setting Up Secure Messaging
Starting Conversations
Clients With Revoked Portal Access
Secure Messaging from a Client's Record
Notifications from Secure Messaging
Attachments
Secure Messaging - The Client Experience
Text Formatting and Emojis
Viewing and Editing Practice Documents
Practice Documents
Uploading Practice Documents
Split Session Charges
Payment Reminders
