Help Center Q & A
General FAQ
How can I change service?
You can change the Service before you check out a patient:
1) Select the appointment on your Schedule and click Update on the left-hand column
2) Select a different Service from the drop down menu and click Apply
-OR-
You can change the Service during checkout:
1) Before clicking the Save button to create an invoice, click ON the Service name to view and select another allocated Service.
2) Then, click Save to change the Service and create an invoice.
I forgot my password. What do I do?
Please follow the instructions below to change/request a new password:
1) Visit the PtE login screen at www.pteverywhere.com/login
2) Click on the Forgot Password? link
3) Enter your email or username
4) Reset your password by answering your security question or by sending a link to your email
5) Enjoy PtEverywhere!
I have a new patient. How do I support the patient to complete the intake form?
When a new patient account is created, go that patient’s Documents tab, click “+ Add” to choose ”Performance Physio Intake” from the dropdown menu. Then, click ”Submit”.
Patients can fill out and sign your paperwork on their phone or computer. (See 10:32-10:52: https://youtu.be/6N21yYBw_cc?t=632) If they prefer to fill it out on paper or on a writable PDF, you can add that to their Documents tab as an “Attachment”.
We are in the process of finalizing an automation feature that will allow you to set triggers to have forms sent. For now, you’ll need to manually submit forms – but this automation feature will be added to your account soon.
The application keeps loading. What do I do next?
1. Your computer may have run out of memory, and can’t load the site while also running your apps, extensions, and programs. To free up memory:
Close every tab except for the one that’s showing the error message.
Quit other apps or programs that are running.
2. Quit Chrome and reopen it:
Windows: Press Ctrl + q.
Mac: Press ⌘ + q.
Then reopen any tabs that were open before:
Windows: Press Ctrl + Shift + t.
Mac: Press ⌘ + Shift + t.
When trying to log into my account a pop up saying “account has been upgraded please refresh browser or empty cache…..” . What do I do?
We recently released an update to PtEverywhere. Please refresh your cache to make sure that you have the latest version available. We are in the process of simplifying this process, therefore, we appreciate your cooperation to refresh your cache with the instructions below:We recently released an update to PtEverywhere. Please refresh your cache to make sure that you have the latest version available. We are in the process of simplifying this process, therefore, we appreciate your cooperation to refresh your cache with the instructions below:
On Windows:
– Chrome & Firefox & Internet Explorer: Press Ctrl+F5
On Mac:
– Chrome: Shift + CMD + R
– Safari: Option + CMD + R
On Mobile:
Please visit your Apple or Google Play store, search for PtEverywhere, and update the latest version of PtEverywhere
The current version of PtEverywhere can be found underneath the login page at www.pteverywhere.com/PtE
On Windows:
– Chrome & Firefox & Internet Explorer: Press Ctrl+F5
On Mac:
– Chrome: Shift + CMD + R
– Safari: Option + CMD + R
On Mobile:
Please visit your Apple or Google Play store, search for PtEverywhere, and update the latest version of PtEverywhere
The current version of PtEverywhere can be found underneath the login page at www.pteverywhere.com/PtE
I forgot to login within the 7 day notice.
You have 7 days to login during the initial registration. If you did not meet the deadline, please click the forgot password link in our website. An email will be sent with instructions to reset.
What do I do if I forgot the answer to my secret question?
Unfortunately for privacy purposes we are unable to assist you with this issue, please contact your provider/clinic.
How do I update my PtEverywhere Application?
Following please find the instructions on how to update PtEverywhere:
For web browsers on PC:
1) Press CTRL + F5 to clear the cache
2) Enjoy your updated PtEverywhere App!
For iPhone/iPad:
1) Go to your iPhone’s home screen and tap on the App Store icon
2) After the App Store opens, tap the Updates icon in the bottom right corner of your screen
3) You may choose to update all of your apps by tapping on the “Update All” on the top right corner, or simply scroll to the PtEverywhere app and tap update
4) Enter your Apple Password and wait for your app to update
5) Enjoy your updated PtEverywhere App!
For Android Phone/Tablet:
1) Search and open the Play Store icon
2) After the Play Store opens, tap the Menu button on the top left screen (the menu icon is represented by three gray lines stacked)
3) After the menu opens, tap “My apps & games,” you may select to update all of your apps by tapping on “Update Now,” or simply scroll to the PtEverywhere app and tap update
4) Wait for your app to update
5) Enjoy your updated PtEverywhere App!
Please feel free to reach out if you have any questions or concerns.
How can I reset my password?
How can I reset my password? Following please find the instructions on how to reset your password:
Via PtEverywhere Login Page:
1) Visit your PtEverywhere login page either by visiting www.pteverywhere.com or mobile application
2) Click or tap on Forgot Password
3) Answer the Security question for a quick change
4) If you do not remember the answer to your security questions, you can request to send a new link to your email.
5) Enter your New Password
6) Enjoy PtEverywhere!
How can I change my password?
Following please find the instructions on how to update your password:
Via My Account Feature
1) Please login to your PtEverywhere account
2) Go to the My Account feature
3) Click on Password and fill out your Current and New Password
4) Click on Save in the top right corner
5) Enjoy PtEverywhere!
How do I change my email?
Following please find the instructions on how to update your email:
Via My Account Feature
1) Please login to your PtEverywhere account
2) Go to the My Account feature
3) Click on My Profile (default selection)
4) Click Edit on the top right corner
5) Under Contact Information go to Email and make the necessary changes
6) Click or Tap on Save on the upper right corner
7) Enjoy PtEverywhere!
Where do I find my login info ?
Where do I find my login info ? Once an account is created for you, you will receive an email with a link to log in. Click on this link and you will be redirected to create your new password. Your default username is your email address.
How do I Login?
To login please visit www.pteverywhere.com or download our easy to use mobile application via the App Store and Google Play Store
Which browsers are supported by PtEverywhere?
All browsers are supported by PtEverywhere, however, we recommend Google Chrome for optimal experience.
How can I get a Demo of the product?
Thank you for interest in PtEverywhere. Requesting a demo is easy as 1,2,3… simply visit our webpage at www.pteverywhere.com and click on “Request a Demo”. Fill out the necessary information in the prompt boxes and click send. Shortly one of our team members will reach out for further assistance.
Where do I login my account?
PtEverywhere is a cross-platform mobile application meaning that you can access your account on the go. Visit our website www.pteverywhere.com and click “Login” or simply download our mobile application PtEverywhere from the Apple Store or Google Play Store
I have a support question, where can I reach out?
We love to help, and answering everyone’s questions in a timely manner is our goal. Please visit our website at www.pteverywhere.com and click on “Contact Us” or you can reach out to support@pteverywhere.com
New Account Registration
You will receive an email notification upon the initial registration. You have to login with 7 days upon receipt of the registration email. If 7 days has passed, click the forgot password link and an email notification will be sent to the email address on file with the instructions on how to reset the password to login
What is ICD-10?
ICD-10 is the 10th revision of the International Classification of Diseases, a medical classification by the World Health Organization (WHO). ICD-10 codes hold critical information about diseases, signs and symptoms, abnormal findings, complaints, social circumstances, and external causes of injury or diseases. Healthcare professionals use ICD codes to record and identify health conditions. Public health workers use the recording of ICD codes to see trends in health, and track morbidity and mortality. Insurers use ICD code to classify conditions and determine reimbursement.
Where do I logout my account?
To Logout your account, click on your name on the top-right corner and then click on Log Out
Tips for Providers
Account Settings
What info should I put in my profile general info ?
In the general info you should enter only the info that you want patients to see
What can I do in Note Template?
In note template you can create different notes such as SOAP notes, eval notes etc
Clinic Settings
How do I add my clinic logo ?
How do I add my clinic logo ? To add your clinic logo go in Clinic Settings and then click on Update Clinic Info. Then you can choose a file to add your logo
How do I modify the health trackers ?
To modify the health trackers you have to go to Clinic Settings and then click on Setup Health Trackers.
How do I add services to the clinics?
To add services to your clinic go to Clinic Settings,then click on “setup clinic’s services” and then “add service”
How do I set up the appointment settings?
To set up the appointment settings you need to go to Clinic settings, then click on Setup Appointment Settings, then you have the option to allow patients to make appointments themselves.
How do I modify the appointment templates?
How do I modify the appointment templates? You can modify all email templates by going in you Clinic Settings and then click on “email templates”
Users and Roles
How do I add new receptionist / therapist / patient to the clinic ?
How do I add new receptionist / therapist / patient to the clinic ? As a clinic admin you can add therapists, receptionists, and patients to your clinic. For that you simply go to Users and Roles, then click on the + sign and then on Select a role.
How do I delete an account ?
You have the choice to deactivate or to delete completely an account. For that you go in Users and Roles, click on the profile that you want to delete or deactivate and then at the bottom on the page click on deactivate or delete.
How do I reset a password ?
To reset a password, as a therapist you can go in the Patient Dashboard, click on your patient, then click on Update (top right) and then click on Reset Password at the bottom. As a Clinic admin, you can reset anyone’s password by going in Users and Roles, click on a profile and then click on Reset Password at the bottom.
Exercise Library
How do I create a new exercise? What are my options?
To create a new exercise video/PDF go to “Exercise library”, click on the + sign on the top left. Fill out the information and then you have the choice to choose a file from your computer or mobile device, or entering a link from Youtube or Vimeo. After you are done, click on “Save”.
How can I share my exercises with other therapists?
Everytime you create a new exercise you have the option to keep it for you or share it with the other therapists in the clinic. To change the sharing setting simply click on the “on/off” button when you are creating the exercise.
How can I find a specific exercise in the library?
You can search for a specific video by entering keywords or tags. You can search by body part for example ” knee” “leg”
How can I modify an exercise program / assignment?
If you need to update an exercise program or an assignment you can go in the Exercise Schedule, click on the specific exercise or program and click on “update” . You can also remove a specific session or all sessions.
Patient Payment
How do I start a merchant account?
How do I start a merchant account? To start a merchant account please contact our team and we will guide you through the different steps and provide the necessary documents
Tips for Patient
Complete Exercise
What can I do if I forgot to click “complete” on an exercise?
If you forgot to click on complete after you did the exercise you won’t be able to go back and click the next day. Simply continue as usual for the following days
Find Provider Info
Where do I find my provider’s info ?
If you go in “Clinic info” you will find the clinic address, phone number and contact name
How to use Home Exercise Program
How can I preview past and future assignments
If you want to see past or future exercises go in your exercise schedule, click on the previous or coming up weeks, then click on the assignment you want to see and finally click on the name of the exercise to see the video.
What happen if I forgot to enter my health trackers for the day?
If you forgot to enter your health tracker for the day, then you will just have to continue as usual and skip that day
Patient Calendar
How do I share my calendar with my therapist?
To share your calendar with your therapist go to Account Settings and then click on Sharing Calendar, then click On.
How do I make an appointment on the therapist’s schedule ?
To make an appointment on your therapist’s schedule
Do I have to pay ahead of time?
You can pay ahead of time to secure your appointment or you can pain directly at your provider’s office
Patient Messages
How can I communicate with my therapist ?
To communicate with your therapist you can use the direct messaging feature , you simply have to click on “messages” then click on “Add contact” and search for your therapist name.