In this article, you'll learn about our updates to:
Send Local Files via eFax
To streamline your workflow and be closer to patients and businesses, we've added the ability to send files via eFax from your local drive.
To send files follow the steps below.
1. Click Send Fax
Pop-up will be opened
2. Add the following information:
- Fax number (required field)
- Referring to - the name of the recipient (optional field)
- Message - an additional note for the recipient (optional field)
- Choose one ore several files following the rules:
- Accepted file formats are .doc, .docx, .xls, .xlsx, .ppt, .pptx, .vsd, .html, .mhtml, .pdf, .tif, .txt, .rtf, .jpg
- The attachment limit is 100.00 MB
- The maximum number of pages to send is 250
- Pay attention to the Fax-Friendly advice: documents should be black & white
3. Now you can send files via eFax by clicking the Send button.
4. You will be able to see the list of files that you sent in the Fax Sent area.
Just click three dots and View the document.
Please, check the full article about eFax functionality in Remedly Help Center.
Show ''Confirmed on'' in the Patient Payment details
When you charge a patient for your services sometimes there is a delay in confirmation of the payment.
For example:
1) When you get the check from the patient you can add it to RCM for your records but later bank will inform you if the patient's account balance was enough to cover the check.
2) Payment providers process credit card operations with a delay. That is why you see the payment status Pending changed to Confirmed on the next day.
Now you will be able to see the date when the payment was actually confirmed.
For Checks, you will be able to set the Confirmed date manually for pending checks. Just hit the Confirm Payment.
Then choose the Confirmation date and hit Confirm Payment.
The confirmation date and the status of the payment will be updated.
For Credit Cards when the payment was created and has the status Pending:
For Credit Cards when the payment was Confirmed system automatically set the Confirmed date: