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Practice Operations Manual

All of your policies & procedures available at your fingertips!

Over 100 Policies & Procedures Included

Whether you’re a sole practitioner, or you run a large, multi-location practice,
a comprehensive Practice Operations Manual is essential.

This industry-first feature provides a core set of policies and procedures that are
ready to use and easily adapted to your practice.

To auto-generate an Operations Manual for your Practice!

No credit card required.

Completely configurable for your business.

Why Do You Need an Operations Manual?


Ensure your practice is meeting its legal and regulatory obligations as well as any requirements of your professional association.


Clarify expectations for team members and create a system they can follow to increase productivity and high quality standards.

Risk Management

Having strong policies and procedures in place provide practices with additional protection and defense against legal or other claims.

Peace of Mind

Clear guidelines and standards allow practice owners to sleep easy, knowing their practice is operating in a smooth and predictable way.

Developed by Industry Experts

Don’t be caught without the necessary policies in place!

A core set of done-for-you policies and procedures are provided within Power Diary. These have been developed by a team of industry experts with over 50 years of practice management experience, and cover everything your business needs to operate.

Types of Policies and Procedures Included…

Key Contacts & Information

Who do you contact if there is a water leak, where do you order supplies, and how do you contact the landlord? Ensure these details (and more) are always on hand.

Team Conduct

Communicate the practice’s core expectations for team members, including guidelines for conduct, disciplinary procedures, social media, and leave policies.

Team Support & Development

Document the team support, recruitment, onboarding, meetings and wellbeing guidelines. Provide existing team members and new recruits with clear expectations.

Health & Safety

Guidelines to prevent workplace injuries and ensure a safe and secure working environment are paramount. These policies help keep your practice operating safely.


These policies cover the core guidelines for your practice security, including data security, computers and devices, handling physical records, and alarms.

Confidentiality & Privacy

Patient confidentiality & privacy is critical and these policies cover client information management, third-party requests, and other data handling processes.

Customer Service

Don’t leave the client experience up to the interpretation. These policies include guidelines for greetings, professional boundaries and dealing with difficult clients.

Appointment Management

A documented set of policies around the management of appointments, booking procedures, reminders, no-shows, emergencies, and more.


A set of policies and procedures for managing telehealth appointments including the use of technology, risk management, and client consent.

Physical Environment

These policies set the standards for the physical environment at your practice, covering everything from cleaning and disinfection to general waste and hazards.


A core set of administration guidelines, including guidelines for managing phone calls, mail, faxes, banking, filing, data entry, and email.

Practice Resources

A place to house all of the downloadable resources for patients and the practice team, as well daily checklists and other tools to improve operations.

Ready to Use and Adapt for Your Practice

Completely Configurable

The Practice Operations Manual comes ready-to-go but is also completely adaptable for your business. Edit, delete, archive policies to suit your practice.

Add Your Own Policies

Have our own policies to add or documents you would like to share with your team? Simply add them to your Practice Operations Manual in Power Diary.

In-Application Deployment

No more passed around and out-of-date paper copies. Your Practice Operations Manual is available in its entirety within the Power Diary platform. Accessible to all users of your system, and editable only by those with access.

Create Your Own Practice Operations Manual Now!

To auto-generate an Operations Manual for your Practice!

No credit card required.

Practice Management Software for Every Clinic

Power Diary’s clinic management software was designed to meet the needs of clinics across a variety of healthcare disciplines, including:

  • Physiotherapists clinics: Use treatment notes with body charts, and benefit from Power Diary’s integration with Physitrack.
  • Chiropractors clinics: Manage a busy calendar efficiently while also storing x-rays and MRIs securely.
  • Mental health clinics: Power Diary offers high levels of data security, session notes and the ability to create time-saving custom note templates.
  • Podiatry clinics: Update client information from anywhere, whether in the clinic or conducting an in-home appointment.
  • Massage therapy clinics: Allow clients to book their own appointments online, record treatment notes and offer follow-ups in just a few clicks.
  • Speech therapy clinics: Link family contacts and start telehealth appointments without leaving Power Diary.
  • Acupuncture & Chinese medicine clinics: Keep your practice organised and manage clients seamlessly.
  • Osteopathic clinics: Update custom client note templates and send automated follow-ups.
  • Homeopathic clinics: Provide services and have the flexibility to sell products, with or without an appointment.
  • Dietary clinics: Maintain detailed notes about client progress and never lose track of a payment.
  • Occupational therapy clinics: Update client notes quickly and easily from anywhere.
  • Social work clinics: Keep your records current on the go, and manage multiple locations as needed.
  • Counseling clinics: Remove the stress from practice administration with cloud-based clinic management software.
  • Therapy clinics: Reminders, notes, online bookings invoicing and marketing integrations empower you to streamline your practice.
  • Naturopathy clinics: Complete detailed notes post-session, securely stored with the client’s information and history.

Why Choose Power Diary?

Selecting the right practice management software is an important decision, but Power Diary covers all of the bases,
making it an obvious choice. Here’s why…

Spend Less Time on Admin

Power Diary is designed to empower practice owners, practitioners and admin teams to operate efficiently and make the business of running a practice easy – so that you can focus on actually seeing patients. We aim to reduce time spent on admin with features to help manage schedules, billing, treatment notes, service delivery, operations, and more.

Work from Anywhere

Power Diary is an online practice management software – so it’s accessible from anywhere. You can use Power Diary when working from home on a tablet, checking your schedule from your mobile, or coming to the clinic and using a computer. Being cloud-based also provides security benefits, and your software is always up-to-date.

ISO 27001 Security Certification

Power Diary is one of the only practice management systems to be certified with ISO 27001 – the highest global security standard for healthcare data. Power Diary is also fully compliant with all applicable healthcare data privacy and security laws and frameworks in the markets we serve. Our top priority is to ensure patient data security.

Create a Practice You Love

Our software is designed to help make your health practice a joy to manage. By using Power Diary, you also join a vibrant community where valuable insights and advice on managing health practices are exchanged. You also gain access to a wealth of free webinars, tutorials, articles and tools that provide support for growing and managing a thriving health clinic.

Easy Data Migration & Import

When you move to Power Diary from another practice management system, we provide a fast and free data migration service to import your existing data without missing a beat. This can include clients/patients, contacts, referrers, appointments, services, invoices, payments, treatment notes and more. Just upload your files, and let us do the rest.

Unlimited, Free Support

Power Diary’s customer support is best in class, and our team is available by online chat and email 7 days a week, almost 24 hours a day. We take immense pride in providing fast, friendly, and expert support that truly sets us apart. Plus, Power Diary is simple, intuitive and easy to use with no tech skills required. With no software to install, you’ll be up and running in minutes.

FREE Practice Operations Manual

By using Power Diary, you access your own Practice Operations Manual. This comes with over 100 pre-written policies and procedures that you can easily add to and modify to suit your practice. It helps ensure you’re meeting the standards of your professional, legal and regulatory obligations, as well as increasing predictability and practice productivity.

Best Value for Money

Power Diary’s goal is to empower health practices, which is why our pricing is designed to be extremely affordable. Whether you’re a solo practitioner or a large, multi-location clinic, Power Diary’s pricing is cost-effective and fair. Start a 14-day free trial (no credit card required!) to see how Power Diary creates value and makes a difference in your practice.

Flexibility & Money-Back Guarantee

We don’t believe in lock-in contracts. With Power Diary, you can upgrade, downgrade, or cancel at any time. You own your data and you can export whenever you choose. You can start with a free trial, but after that we also provide a Money-Back Guarantee so if you decide Power Diary isn’t right for you, we’ll refund 100% of your subscription fees.

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