Private Practice

Practice Setup for PSWs

Get your private PSW practice organized with a guided setup checklist.

FREEPRO

Why use this feature

Why Use Practice Setup for PSWs?

Step-by-step setup checklist
Business profile configuration
Client and rate setup
Workflow configuration
A clear path from setup to your first visit

Step by step

How Practice Setup for PSWs Works

1

Create Business Profile

Set up your practice name, contact details and branding.

2

Add Clients

Create client profiles and set your rates.

3

Configure Workflow

Set up scheduling, documentation and billing preferences.

4

Start Working

Begin scheduling visits and documenting care.

Availability

Free vs Pro Access

Available on PSWPro Free

  • Basic setup checklist
  • Business profile

With PSWPro Pro

  • Full setup wizard
  • Advanced configuration
  • Practice dashboard integration

Learn more

Related Resources

Frequently Asked Questions

Is Practice Setup available on Free?

Yes. A basic setup checklist is available on Free. Pro adds the full setup wizard and dashboard integration.

How long does setup take?

Most PSWs can complete the basic setup in under 5 minutes.

Ready to Put Practice Setup for PSWs to Work?

Start with a free account and upgrade when your practice needs more.