Welcome to Practice Manager Pro!

In this training program, you'll find simple solutions to the everyday challenges you face as a practice manager. You'll also discover tips and guidance from seasoned pros to help you grow your practice and create a work environment your team will love!

To get started, watch the introduction video above.

We're excited to support you in this role! 

Trainings you can look forward to...

NOTE: We will be adding trainings on a regular basis covering the topics listed below. If there's a topic that you need help with, pop over to the community and let us know. We'll put your request at the top of our list!


  • Credentialing
  • Verifying benefits
  • Submitting claims
  • Collecting payments
  • Following up on claims


  • Sending superbills
  • Setting up new clients
  • Scheduling new clients
  • Supporting current clients
  • Responding to client inquiries
  • Helping clinicians with scheduling

Human Resources

  • Talent management
  • Employee relations
  • Workforce planning
  • HR data and analytics
  • Performance management
  • Employee communication
  • HR technology management
  • Recruitment and staffing
  • Payroll and compensation
  • Training and development
  • HR policies and compliance
  • Onboarding and orientation
  • Workplace health and safety
  • Exit interviews and offboarding
  • Employee benefits administration
  • Diversity and inclusion initiatives
  • Employee engagement and recognition

Office Management

  • General office upkeep
  • Managing client payments
  • Keeping the office stocked
  • Handling technology issues

Business Management

  • Tracking metrics
  • Supervising support staff
  • Supporting staff meetings
  • Monitoring practice culture
  • Managing room scheduling
  • Onboarding new therapists
  • Managing HIPAA compliance
  • Handling documentation requests
  • Handling documentation requests
  • Partnering with the practice owner
  • Creating standard operating procedures
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