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Text Content

Public Knowledge Base
 * Go to powerdiary.com


 * Getting started
   * Basic Setup
   * Introduction to Power Diary Calendar
 * Account Management
   * Accessing Power Diary
   * Your Account Management
   * Subscription and Billing
   * Exporting Your Data
 * Practice Administration
   * Managing Clients
   * Managing Referrers
   * Practitioners and Users
   * Practitioners Availability and Locations
   * Managing Power Diary Calendars
   * Rooms and Resources
   * Marketing Tools
   * Practice Operations Manual
   * Team Training
 * Moving to Power Diary
 * Appointments and Reminders
   * Appointments
   * Appointment Reminders
 * Client Notes, Forms and Files
   * Client Notes
   * Online Forms
   * Client Files
 * Communication
 * Invoices and Payments
   * Services and Products
   * Session Packs
   * Invoices
   * Payments
   * Statements and Superbills
   * Insurance Management (US-only)
 * Automations
 * Client Portal
 * Telehealth
 * Reports
 * FAQs and Troubleshooting
   * FAQs and ProTips
   * Troubleshooting
 * Integrations
   * Google Calendar
   * Outlook Calendar
   * Medicare (AUS only)
   * DVA (AUS only)
   * MailChimp
   * Tyro (AUS only)
   * Stripe
   * Xero
   * Physitrack
 * Support News and Announcements


HELLO. HOW CAN WE HELP YOU?




GETTING STARTED

 * Starting a Trial Account
 * Getting Started With Power Diary

See all articles


ACCOUNT MANAGEMENT

 * Converting Your Trial Account
 * Logging into Your Power Diary Account

See all articles


PRACTICE ADMINISTRATION

 * Client Profile in Detail
 * Managing Referrers and Referrals

See all articles


MOVING TO POWER DIARY

 * General Importing Guidelines
 * Moving from Simple Practice to Power Diary

See all articles


APPOINTMENTS AND REMINDERS

 * Creating, Editing and Deleting a Client Appointment
 * Creating, Editing and Managing Group Appointments

See all articles


CLIENT NOTES, FORMS AND FILES

 * Creating a Session Note Template
 * Sending Online Forms to Clients

See all articles


COMMUNICATION

 * Main Communication Settings
 * Using the Text Editor

See all articles


INVOICES AND PAYMENTS

 * Customising Your Invoices/Receipts
 * Adding and Managing Payments

See all articles


AUTOMATIONS

 * Managing Automations
 * Setting Up an Invoicing Automation

See all articles


CLIENT PORTAL

 * Setting up Your Client Portal
 * Client Portal Access and Settings

See all articles


TELEHEALTH

 * Getting Started with Telehealth Lite
 * Telehealth Plus+

See all articles


REPORTS

 * Reports Overview
 * Client Reports

See all articles


FAQS AND TROUBLESHOOTING

 * Power Diary Feature Roadmap
 * Need an Intro to Power Diary?

See all articles


INTEGRATIONS

 * Setting up Your Stripe Integration
 * Connecting to Google Calendar

See all articles


SUPPORT NEWS AND ANNOUNCEMENTS

 * Upgrading from .NET Framework to .NET Core
 * Updates to How We Refer to Practitioners

See all articles
Power Diary Help Center
 * Go to powerdiary.com







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