Keep Heidi and Practice Better aligned: when support events happen in one, update the other automatically.
Example: when Practice Better's "Watch Client Packages" fires, WEXTL can "Add Sessions to Patient Profile" in Heidi. Heidi has 36 actions (including Add Sessions to Patient Profile, Ask Heidi, and Convert Note to Sectional Format); Practice Better has 72 actions (including Book a Session, Cancel a Package, and Cancel a Session).
Common questions about connecting Heidi and Practice Better.