Practice Better

Connect your Practice Better account to sync patient data, appointments, and clinical documentation with Meelio.

Admin only: EHR integration setup requires admin permissions.

Connecting

1. Go to Settings → Integrations
2. In the EHR Integration section, click Connect next to Practice Better
3. An authentication dialog will appear
4. Enter your Practice Better credentials or complete the OAuth flow
5. Follow the authorization steps
6. Once connected, you'll see a green "Connected" status

Connection Health & Reconnecting

Meelio continuously monitors the health of your EHR connection. If your Practice Better credentials or OAuth tokens expire or become invalid (such as during a password change or key rotation), Meelio automatically pauses background synchronization and alerts your team:

• Global Alert Banner — A prominent amber status banner appears at the top of the workspace across the entire organization.
  • Admins can click Reconnect directly on the banner to launch the authentication dialog or re-authorize the OAuth flow.
  • Practitioner Members will see a message directing them to ask their practice administrator to reconnect.
• Settings Page Indicators — Under Settings → Integrations, the Practice Better card status flips to Sync paused — reconnect needed. Additionally, if your credentials are degrading but still active, a soft amber warning under the status line will suggest that you reconnect soon to avoid sync interruptions.
• Direct Deep-Linking — Clicking the reconnect banner automatically navigates admins to the Integrations page and pre-opens the Practice Better authorization dialog.

What Gets Synced

• Patient/client data — Demographics, health information
• Appointments — Scheduled sessions
• Clinical documentation — Notes and plans can be synced back
• Meal plans — Plans can be shared to the client portal

Practitioner Mapping & Calendar Selection

After connecting, map your Meelio practitioners to Practice Better and select calendars:

1. Click Select calendar next to the Practice Better connection
2. Match each Meelio practitioner with their Practice Better counterpart and associated calendar
3. Save the mapping

Practitioner Self-Linking (Link My Calendar)

While administrators manage the global practitioner mapping, individual practitioners can also map and update their own profiles directly:

1. Under Settings → Integrations, each practitioner will see a Link my calendar button on the Practice Better card (or [Name] · Change if already linked).
2. Alternatively, if a practitioner's profile is not yet mapped, they will see a prominent prompt in the Coming up section of the Home dashboard.
3. Clicking this prompt or button opens a dialog asking "Which Practice Better profile is yours?".
4. Meelio automatically attempts to match the practitioner based on their email address. The practitioner can confirm the match or choose a different profile from the list to complete the link.

Once linked, their specific Practice Better appointments and schedules populate their dashboard automatically.

Syncing

Data syncs automatically. To manually sync:

1. Go to Settings → Integrations
2. Click Sync Now next to Practice Better
3. The sync status shows patient count and sync history

Disconnecting

1. Go to Settings → Integrations
2. Click Disconnect next to Practice Better
3. Confirm the disconnection

Disconnecting stops the sync. Existing data in Meelio is retained.