📄️ Managing Client Records
Your client list grows over time — people join, pause, move away, or occasionally end up with a duplicate record (for example, when an imported record and a self-booked record exist for the same person). This page explains the client statuses, where to find the archive and delete controls, and which one to use when.
📄️ Platform Status Notices
Ready Practice runs on a handful of outside services: the payment processor, the SMS carrier network, the insurance clearinghouse, the AI model provider, and the cloud that hosts everything. When one of them has an incident, parts of the platform can slow down or fail even though nothing is wrong on your side. A platform status notice is how we tell you that, in plain words, while it is happening, so your team does not spend an hour debugging a problem that is not theirs.
📄️ Check-In & Drop-Ins
Knowing who is physically in your space right now is its own kind of front-desk work. Check-in records that a client has arrived for a booked appointment, and QR check-in (sometimes called open gym) lets members walk in without an appointment at all, scan a code at the door, and be counted as present. Both feed the same place: the In Session panel on your dashboard, so anyone on your team can see who's in the building without asking.
📄️ Rescheduling, Cancellations & Waitlist
Bookings change — clients move appointments, cancel late, miss visits entirely, or want into a session that's already full. Ready Practice handles every one of these from a single place: the appointment details drawer, the panel that opens when you click any appointment on the Calendar. From it you can reschedule into genuinely open slots, cancel with the client automatically notified, flag late cancellations and no-shows (with fees, if your policy charges them), and refill a freed slot from the waitlist instead of losing the revenue.
📄️ Clinical Notes & Charting
A clinical note is the written record of a visit or interaction with a client — what they reported, what you observed, what you decided, and what happens next. In Ready Practice, notes live in each client's chart, can follow a structured template (including SOAP, the standard Subjective / Objective / Assessment / Plan format), and connect directly to the rest of the platform: an AI scribe can write the first draft from a recorded visit, billing codes on a note flow straight into a superbill, and every edit is kept in a tamper-evident audit history.
📄️ Labs
Lab work only becomes useful when it lives somewhere you can trend it. The Labs tab on every client record turns lab reports — whatever lab they came from — into structured biomarker history: upload a PDF and AI extracts the values, or type one in by hand, or (where enabled) order the draw itself without leaving the page. Every value is judged against a reference range, charted over time, and mirrored into the client's own app so they see the same story you do.
📄️ E-Prescribing
Prescribing from inside the platform means one less system to log into and one less place a client's history lives. Ready Practice includes e-prescribing — writing a prescription and sending it electronically to the client's pharmacy — as an add-on for practices with prescribing providers. Prescriptions written this way come back into the client's record automatically, so their medication list stays current without anyone retyping it.
📄️ Wearables & Health Data
Most of what happens to a client happens between visits. When a client connects a wearable — an Apple Watch, Oura ring, Whoop strap, Garmin, or a continuous glucose monitor — their daily sleep, heart-rate, activity, and recovery data flows into Ready Practice automatically. You see the trend on their profile, Atlas can reason about it, and their app shows them the same picture you're looking at.
📄️ Charging Clients & Payments
Day-to-day money work — charging a visit, saving a card, keeping a running tab, issuing a refund — all happens in one place: the client's Billing tab. Open any client record and choose Billing to see their saved cards, their open balance, and every payment and claim in one timeline. This page walks through each of those actions the way your front desk will actually use them.
📄️ Chat & Messaging
Secure chat is how your team and your clients talk between visits — questions, check-ins, photos of a meal or a rash — without resorting to unsecured texting or email. Staff reply from the Messages page in the platform; clients read and write from their mobile app or the client web portal, and get a push notification the moment you answer. This page covers day-to-day messaging, the Chat Blast for announcing something to many clients at once, Atlas's reply drafting, and how appointment-reminder texts (and the client's right to opt out) work.
📄️ Setting Up SMS
Text messages reach people that email doesn't. Appointment reminders, a note that results are ready, a win-back sequence — all of it lands better as a text, and setting SMS up is what makes your reminders and sequences actually send.
📄️ Time Off & Unavailability
A provider's availability says when they can be booked. Real life needs the opposite too: a vacation week, a dentist appointment on Thursday, a conference, a clinic-wide holiday. Unavailability is how you block that time so no one — staff or client — can book into it, without dismantling the provider's normal schedule and rebuilding it afterwards.
📄️ Connect Your Personal Calendar
Your clinic schedule knows when you're meant to be working. It has no idea about the dentist on Thursday, the school run, or the two hours you blocked out to drive somewhere. Those live in your own calendar, and until Ready Practice can see them, a client can book a time you were never going to be free.
📄️ Task Automations
Turn documentation compliance into tasks that assign themselves, remind until done, and close themselves the moment the work is complete.
📄️ What Your Clients See
Everything you build in Ready Practice — services, protocols, forms, education — reaches your clients through one of two places: the Basis app on their phone, or the client portal in a web browser. This page walks through what they actually see, so you can answer "where do I find that?" without guessing, and so you know which of your settings change their experience.