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Week of July 6: help center, demographics form, website builder, mobile app

The week the platform got a lot easier to learn — and to be found.

New

  • A full help center at help.practiceharbor.com: 70+ task-first articles with real screenshots, covering everything from first login to claims troubleshooting, linked from the app's profile menu.
  • Demographics form: a system intake form that collects the client's personal, contact, emergency-contact, and insurance details through the portal and writes them onto the chart automatically — including insurance card photo uploads. Configurable optional/required fields in Settings.
  • Professional website builder in Settings: publish a simple practice website with your services, fees, photos, and booking link — templates, palettes, and typography included.
  • In-app feedback: share ideas and issues from the profile menu; screenshots attach automatically.
  • Getting Started checklist for new practices, with a guided tour and an instant sample session to try the AI scribe risk-free.
  • Client file uploads: clients can upload documents from the portal ("My Uploads"); files land on the chart's Files tab.
  • Automatic receipts: every payment mints a stored receipt document, visible to the practice and (when enabled) the client portal.

Improved

  • Superbills gained a Paid column, printed statement numbers, and the practice NPI line; sessions already on a claim are flagged before you superbill them.
  • Team management: resend invitations to members who never activated, with a pending-invite badge.
  • Couples billing separates each partner's personal money cleanly.

Fixed

  • AutoPay double-charge protection hardened around a rare same-moment retry.
  • The Templates page loads fast again on large practices.
  • Calendar weeks start on Sunday (US convention).