Actionist·Practice Better
Practice Better

Practice Better

· #231 most-used

Run your health & wellness practice end-to-end, without the admin overload

CommunicationProductivitySchedulingFormsAutomationPaymentsCourses & LMS

Practice Better is the all-in-one EHR and practice management platform built for health coaches, dietitians, nutritionists, therapists, and allied health professionals. It combines client scheduling, HIPAA-compliant telehealth, secure messaging, charting with AI assistance, billing, packages, programs, and a branded client portal into a single system. Connect it to Actionist and your agents can enrol new clients automatically, react to booking changes within about a minute, sync program enrollments to your CRM, fire payment follow-ups when a package is confirmed, and send intake forms the moment a new client record appears — all without opening a single dashboard.

Try Practice Better with ActionistVisit Practice Better
Average time saved
14 hours
per person · per month
≈ 2 workdays back

Eliminates manual work. Agents eliminate manual client intake, booking follow-ups, package confirmation messages, and cross-app data entry that health and wellness practitioners repeat every day.

Schedule

What your Practice Better agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs
7Agents at work
24/7Always on
Agents
Tue–Thu
Tue
Wed
Thu
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Multi-app workflows

Practice Better × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows
8Apps spanned
~13 hrsSaved / week
6Personas served
For sales
Featured3 apps

Lead form to booked client, fully automated

When a lead submits an external form, the agent creates their Practice Better client record, fires their intake form, sends a personalised welcome message with the booking link, and logs the deal in HubSpot — all within about a minute of form submission. The practitioner never manually enters a lead's details into the platform again.

~3 hrs

Time saved for your team — every week, on autopilot

The flow
Trigger·When a new lead submits a contact form or opt-in page
Trigger
Step 1
Typeform
Detect new form submission from lead capture page
write
Step 2
Practice Better
Add Client with first name, last name, and email from form submission
write
Step 3
Practice Better
Send Intake Form to the new client record
write
Step 4
Practice Better
Send Secure Message with booking link and welcome note
write
Step 5
HubSpot
Create or update contact record and set deal stage to 'Intake Sent'
Result
Add Client with first name, last name, and email from form submissionSend Intake Form to the new client recordSend Secure Message with booking link and welcome noteCreate or update contact record and set deal stage to 'Intake Sent'
The win
Saved per run
12 min
Runs / week
~15×
Zero leads lost to manual intake delays
Driven bySales Agent
ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • Sales
    45 min / week
    Manual lead-to-client entry

    Practitioners manually copy lead details from forms into Practice Better, then separately send intake forms and a welcome message — 10–15 minutes per new client.

    Sales Agent
    0 min
    Agent creates the client and fires intake on form submit

    When a lead submits an external form, the agent creates the Practice Better record, dispatches the intake form, and sends the welcome message automatically within about a minute.

  • Marketing
    30 min / week
    Manual program catalog updates

    Every time a program is added or changed, someone manually updates the website, email footer, and Mailchimp segments — inconsistencies accumulate and require periodic clean-up.

    Marketing Agent
    0 min
    Agent keeps the external catalog in sync weekly

    Every Tuesday the agent lists active programs and updates all external surfaces automatically — the catalog is always current without a manual edit.

  • Customer Support
    60 min / week
    Manual post-session follow-ups

    After each session the practitioner manually types a follow-up message, checks whether the client has booked again, and sends a reminder if not — adding 5–8 minutes per completed session.

    Customer Support Agent
    0 min
    Agent sends post-session summary and next-booking nudge automatically

    Every attended session triggers a personalised post-session secure message and a next-booking link within about a minute of the booking being marked complete.

  • Human Resources
    40 min / week
    Manual practitioner onboarding and capacity checks

    When a new practitioner joins the team plan, the practice owner manually assigns forms, shares the form library, and tracks capacity via a spreadsheet — a slow, error-prone setup for every new team member.

    Human Resources Agent
    0 min
    Agent onboards new practitioners and monitors capacity automatically

    New practitioners receive the onboarding form and form library overview on their first day; mid-week capacity checks fire automatically without the practice owner building a manual report.

  • Finance
    75 min / week
    Manual revenue tracking and invoice chasing

    Practitioners check Practice Better's billing tab after each session, manually enter revenue into a spreadsheet, and follow up on overdue invoices by hand — a daily administrative drain.

    Finance Agent
    0 min
    Agent logs revenue and chases invoices without manual input

    Every attended session and confirmed package is logged to the finance sheet automatically; overdue clients receive a payment reminder and fresh invoice each Monday morning.

  • Operations
    60 min / week
    Manual weekly schedule digest and cross-tool sync

    Each Monday someone compiles the week's bookings from Practice Better and manually updates Google Calendar, Notion, and Slack — a 30–45 minute exercise that starts every week behind.

    Operations Agent
    0 min
    Agent posts the digest and syncs cross-tool calendars automatically

    The Operations Agent compiles and posts the weekly schedule digest to Slack at 7:30 AM Monday and audits calendar sync mid-week — the team starts every week current.

  • Legal
    30 min / week
    Manual consent form chasing before sessions

    Before each new-client session, the practitioner checks whether the client has submitted their consent forms and manually sends a reminder if not — a compliance step that is easy to forget under a busy schedule.

    Legal Agent
    0 min
    Agent audits consent completion and chases missing forms automatically

    Every Monday the Legal Agent checks all upcoming-week clients for consent form completion and fires reminders to any with gaps — no session starts without authorisation, no manual chasing required.

+ 100s of other Practice Better automations
Average time saved
34 hrs / person / month
Calculator

Calculate what your team saves

Team size
5 people
Hourly rate
$75 / hr
Hours saved / week
18
Hours saved / year
875
Annual ROI
$65,625

Based on Practice Better's typical team usage — the visible tasks plus a few other automations the agent runs: ~3.5 hrs / person / week of admin work automated.

Connect

How to plug Practice Better into Actionist

Pick the connection method that suits your environment.

Connect Actionist to Practice Better using your account API key. Once connected, agents can create clients, listen for booking events, and react to package and program enrollments.

1
Open Practice Better Settings

Log in to Practice Better, go to Settings → Integrations. Find the Zapier or API section and generate or copy your API key.

2
Paste the key into Actionist

In the Actionist Apps tab, find Practice Better and click Connect. Paste the API key into the field and click Save.

3
Verify the connection

Actionist runs a test call. Once confirmed, your agents can listen for client and booking events and create new client records.

Credentials you'll need
API key*
Practice Better → Settings → Integrations → Zapier / API → copy your API key
Actions

15 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

6 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

FAQs

Questions about Practice Better + Actionist

How does Actionist connect to Practice Better?
Go to the Apps tab in Actionist, find Practice Better, and click Connect. You'll need your Practice Better API key, which you can generate inside Practice Better under Settings → Integrations. Paste the key into Actionist and click Test connection — Actionist runs a verification call. Once confirmed, your agents can listen for booking, client, package, and program events, and create new client records without touching the Practice Better dashboard.
Which Practice Better events can trigger an Actionist agent?
Six event types are available as triggers: New Client (when a client record is created), Confirmed Booking (when a session is booked), Cancelled Booking (when a session is cancelled), Updated Booking (when a booking is modified or attendance is marked), Confirmed Package (when a package purchase is confirmed), and Program Enrollment (when a client joins a program). Each fires within about a minute of the event occurring in Practice Better, so agents can react quickly without polling.
What can the agent actually do in Practice Better — can it write data, or only read?
The agent can do both. On the write side, it can create new client records, send intake and consent forms to clients, send HIPAA-compliant secure messages through the client portal, create invoices, enrol clients in programs, and update client tags. On the read side, it can retrieve individual clients, list all clients with filters, get booking details, list upcoming and past bookings, check package status and sessions remaining, and retrieve form submissions and available form templates. The read/write split lets you build workflows that both react to events and take meaningful action inside the platform.
Is the connection to Practice Better HIPAA-compliant?
Practice Better itself is HIPAA-, PIPEDA-, PHIPA-, and GDPR-compliant with AES-256 encryption in transit and at rest. When Actionist connects via the API key, all data passed through the connection is subject to Practice Better's compliance controls. For Actionist-specific compliance questions — including whether a Business Associate Agreement is required for your jurisdiction — contact your Actionist account manager. Do not route unencrypted protected health information through non-HIPAA-compliant apps in the same workflow.
Can the agent send messages to clients inside Practice Better's secure portal?
Yes. The Send Secure Message action delivers a HIPAA-compliant message directly to the client's Practice Better portal — the same secure channel where all their health data lives. This is appropriate for session reminders, post-session summaries, intake form reminders, package renewal notices, and any communication that should stay within the encrypted practice environment rather than going over standard email.
How do I automate intake form dispatch without sending the wrong form to the wrong client?
Use the List Form Templates action to retrieve the available forms dynamically, then use client tags or session-type data from the triggering event to select the correct template before calling Send Intake Form. For example, when a Confirmed Booking trigger fires, the agent reads the session type from the booking payload, matches it to the appropriate intake form using a lookup table in Google Sheets or a built-in Actionist mapping, and dispatches only that form. This pattern means each specialty (nutrition, mental health, functional medicine) gets its own intake without a single conditional step being hardcoded.
Can Actionist help me fill cancelled slots from a waitlist?
Yes — this is one of the highest-value Practice Better automation patterns. Set up the Cancelled Booking trigger, which fires within about a minute of a cancellation. The agent reads the freed session type and time, pulls the next matching client from a waitlist you maintain in Google Sheets or Notion, and sends them a secure message with the available slot and a booking link. Slots are frequently filled the same day with zero manual effort from the practitioner.
Does Actionist work with Practice Better's team plan, or only solo practitioners?
Actionist works with any Practice Better plan that provides API access, including the Team plan. On the Team plan you can retrieve availability and bookings per practitioner, distribute new client assignments, track per-practitioner session counts, and monitor team capacity — all of which are particularly valuable on multi-practitioner accounts. The API key you use should belong to an account with sufficient permissions to read and write the data your agents need; a practice owner or admin account is typically recommended for team-wide automation.