Watch a training video

Training videos walk through the patient portal, notes, billing, and reminders. Watch the short task that matches what you need to do today, then repeat those steps in Planetrehab while the clinic is open in another window.

Pick a task

The Videos topic is organized by the same areas as the rest of this help center. Choose the task, not a long overview, when you are trying to finish a visit, a claim, or a reminder setup. A new front-desk hire usually starts with scheduling and messages. A therapist starts with documentation. Billing starts with claims and balances.

• Portal videos for scheduling, messages, payments, and uploads.
• Documentation videos for AI notes and templates.
• Billing videos for submitting a claim and reading a balance.
• Reminder videos for email and text before a visit.

Watch and follow along

1. Open the Videos topic in the help center.
2. Choose the task you want to learn.
3. Play the video once all the way through.
4. Play it again and follow the same clicks in Planetrehab.

Pause when the video changes screens. The labels in your clinic can differ slightly if a field was renamed, but the order of the task is the same: open the patient or the visit, complete the step, then confirm it saved.

Practice on a sample patient

Use a test patient or a visit that has not been billed when you are trying a note, a payment, or a claim for the first time. Practicing on a real unsigned note is fine if you do not sign it until the content is actually yours. Do not submit a practice claim.

If you get lost, go back to the help article for that task. The articles list the same steps the video shows, and the headings on the left jump to the step you missed.

When the video does not match

Screens change when the product is updated. If a button in the video is not on your screen, check that you opened the right visit type and that you have permission for that area. Front desk staff may not see billing actions, and a therapist may not see the clinic-wide reminder setting.

Write down the minute in the video where you got stuck and contact support with that time, your clinic name, and the task you were following. A specific minute is faster to answer than a note that says the video did not work.