Top 2024 Time-Saving Features for Practice Efficiency & Growth

Top 2024 Time-Saving Features for Practice Efficiency & Growth

Does your end-of-year business growth checklist include getting familiar with the new features in your EHR? It really should. 

We could tell you which new Practice Better features make our team most proud. (Spoiler: it’s all of them!) But what matters most is which features elevate client experiences and reduce the administrative load of practitioners just like you. So, we’ve compiled the top five Practice Better features released in 2024 as ranked by our amazing community, along with a few honorable mentions that also deserve some high fives. 

Get all the essential details below.

Fave Feature #1: All the AI 

“I love taking notes and charting!” said no practitioner, anywhere, ever. Maybe it’s because trying to simultaneously listen, take notes, and counsel a client often feels like juggling balls coated in olive oil. Also: the balls are on fire. 

AI Charting Assistant helps relieve multitasking burnout. Although we first introduced this feature to Practice Better in 2023, it makes the “best features” cut in 2024 because of all the additional enhancements. It’s awesome because it automatically takes notes for you, freeing you to focus your full attention on every client. AI Charting Assistant is built right into your charting workflow and complies with HIPAA, PHIPA and GDPR. 

Who’s it for? 

Any practitioner who ever wished they had a reliable note-taking buddy to capture the critical details of every client interaction – in-person or online. 

Maria Manrique

How AI Charting Assistant makes your life easier

  • AI Dictation is an integrated speech-to-text tool that captures accurate, secure, HIPAA-compliant notes in real time. You can use it in the rich text editor within notes, protocols, and programs.
  • AI Summary for in-person sessions takes notes on your behalf during in-person sessions. Once a recording is submitted and processed you can always view it from the session details page.
  • AI Summary for telehealth sessions will automatically record, transcribe, and summarize your sessions with both Practice Better’s Telehealth software and Zoom 1:1 sessions. Transparency and peace of mind are baked in, with a “recording in progress” indicator once the AI kicks in, letting you and your clients know the session is being recorded.
Dr. Kate Tackett

For nutrition professionals: That Clean Life AI Health Insights

Six words have the power to prompt kids everywhere to hide vegetables in their napkins at the dinner table: “Eat it! It’s good for you.” Your clients may be adults now, but many continue to mentally carry those emotional support napkins. 

You can break old habits by helping them understand the reasons behind your recipe recommendations. The new  AI Health Insights in That Clean Life make  it a snap to provide detailed nutrition education – like the importance of protein or why some ingredients support heart health – alongside each of the 6,900+ recipes in the platform. 

A screen cap of That Clean Life’s AI Insights sharing information on heart health, digestive health, and immune system support. 

Who’s it for? 

That Clean Life users who have integrated their account with Practice Better.

Fave Feature #2: Automatic journaling with Garmin and Oura 

Using journals is a great way to boost client accountability and change habits. But manually entering daily biometric data into an accountability journal is kind of like filling out an online dating profile: it’s necessary, but there will almost certainly be gaps in critical details. 

Automatically syncing wearable data with a client’s journal keeps workload low and transparency at an all-time high. We did it first with Apple Health and Fitbit, and now we’ve added Garmin and Oura integrations to the mix. 

A video sharing the highlights of automatic journaling.
Stay in sync with automatic journaling

Who’s it for? 

Any practitioner whose clients currently track biometric data outside of Practice Better or manually input data into their lifestyle journal.

Ashlee Roundy

How automatic journaling makes your life easier

Ditch the spreadsheets, manual entries, and gaps in client data. Your clients get a hands-off way to automatically sync their Garmin and Oura data, and you get an unobstructed view of sleep patterns, activity levels, heart rate, and more. 

Fave Feature #3: The Practice Better Community 

Professional networking is often easier said than done.

What if there aren’t any practitioners like you living in your area? 

What if you want access to many different types of practitioners? 

What if nobody you know uses the same EHR as you? 

That’s exactly why we built the new Practice Better Community. It’s a dedicated space to connect, learn, and grow – without ads or algorithms getting in the way.

Who’s it for? 

Any practitioner who craves ongoing learning and connection. You don’t have to be a Practice Better user, but you do have to create a free account to gain access to all areas of the community.

How the Practice Better Community makes your life easier

Joining the Practice Better community connects you with Practice Better experts and a global network of peers from 70+ countries. Bonus: it’s free to join.

  • Lean into learning - Access exclusive resources, courses, and learning materials designed to up-level your knowledge. 

Fave Feature #4: Claim.MD integration

If you wanted to spend hours messing around in spreadsheets you would have gone to school for accounting. Our Claim.MD integration frees you to confidently handle your claims from within the Practice Better platform. 

Who’s it for? 

Any US practitioner using Claim.MD as a clearinghouse for electronic insurance claim submissions.

Marina Bedrossian

How the Claim.MD integration turns hassle into happiness

This integration lets you focus on your clients, with full confidence that your insurance payments are moving forward. 

  • Get coverage clarity, streamline billing, and avoid client miscommunications.
  • Submit claims, receive status updates, and manage rejections.
  • Proceed confidently knowing updated information syncs to every linked account every 12 hours. You can also pull the latest payment information to update claims at any time.

Fave Feature #5: A refined team experience 

The updated team experience in Practice Better gives you more ways to keep quality care moving forward at a client-pleasing pace. 

Who’s it for?

Group practices with practitioners and staff working collaboratively to deliver outstanding client care. 

Buddy Touchinsky

How the new team experience makes your life easier

You’ll enjoy faster collaboration, streamlined settings, and smoother collaboration all around. A new dashboard makes it a snap to share resources, including services, forms, automations, note templates, and much more without having to re-create them all in your EHR.

  • Customize permissions, settings, and document access by role
  • See what has been shared and with whom
  • Coordinate calendars and stay aligned on client care using HIPAA-compliant chats

Here’s to honorable mentions 

Now that you’re right in the new feature flow, check out three more Practice Better additions designed to help you grow your practice (and shrink your headaches). 

1. Five stars for automated Google Reviews

Our Google Review automation gives you a first-class ticket from Cringetown to Confidentville by automatically sending client review requests via email or SMS.


Who’s it for? 

Any practitioner who wants to generate more business-generating positive reviews on Google without the ick-factor of making in-person asks.

How automated Google Reviews make your life easier

With Practice Better automatically sending out Google Review requests you can focus on delivering experiences that make clients happy to publicly sing your praises for all to see. Learn how to turn on your automated Google Reviews. 

Rachel Caven

2. Meaningful mental health templates

In 2024, we added a bunch of new customizable templates for common mental health forms and notes:

  • Consent to Use Practice Better's AI Charting Assistant during Counseling Sessions
  • ACES questionnaire
  • LEC-5 for PTSD
  • Mental health notes for SOAP, DAP, and BIRP 
  • Columbia-Suicide Severity Rating Scale (C-SSRS)
  • Patient safety plan

Who's it for? 

Mental health practitioners who want to focus on their clients, not their notes. 

How mental health templates make your life easier

Chart in seconds, address urgent matters, and customize templates to fit your style and needs. 

3. Noteworthy Image Annotation

Image Annotation lets you make notes directly on any images you add to client records. Simply use the toolbar to mark up areas of note, add measurements, draw, and take notes you can refer back to in the future.  

Alt text: A screencap of the Image Annotation feature showing a line drawing of a human upper body with a red circle around the back left shoulder area.

Our community spoke. We took notes. Now it’s your move.

Getting up to speed on new Practice Better features right now might feel like cramming another item into your overstuffed to-do list. We promise it’s time well spent! Adopting just a few new features in the short term can deliver massive time savings in the long run. 

Hungry for more practice efficiency? Head on over to the Practice Better Community to stay on top of practice growth trends and learn how to make the most of your Practice Better subscription.

Practice Better is the complete practice management platform for nutritionists, dietitians, and wellness professionals. Streamline your practice and begin your free trial today.

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