Get started with myPractice

Initial Setup during Installation
When myPractice is initially installed there is some information that is collected and options choosen. These are:
  • Your name and password. This is stored in Options > User Administration and can be changed.
  • Practice type - this affects the default client details layout installed. The Practice Type can only be changed at installation. The Client Details Layout can be customised further to suit your needs.
  • Practice Information - this includes Practice Name and address. This information can be changed in Options > Practice Information.
  • Error Reporting - this allows us to help you with any issues you may have. This information can be changed in Options > Error Reporting/Updates.
 
There is enough default information in myPractice at this point to allow you to "play" with it and carry out the following basic tasks. However, to be able to move on and carry out tasks such as invoicing some additional setup is required. The Initial Setup section covers how to get started with customising myPractice to you own requirements, for example adding products and services to enable the creation of an invoice. Most of the information included in the drop down lists can be customised to your needs.
 
Getting the 'feel' of myPractice
Tasks that can be carried out after the initial setup tasks have been carried out
 
Setting up myPractice - The Next Step
This first section covers those things that must be initally setup within myPractice. The section below covers other options that can be setup at a later date.
 
Additonal Tasks
After the Initial setup tasks have been carried out there are some additional tasks that can be
 
Setting up myPractice - Advanced Features
Once, you have purchased myPractice there are some other setup tasks that you may wish to carry out. Many of these use Options to customise myPractice.
 
Using Options to customise myPractice