In this article, you'll learn about our updates to:
- Add the last 4 credit card digits and recurring membership/subscription payments in the All Financial Transactions Report
- Improve scheduling efficiency by adding provider details to Waitlisted Patients
Credit Card Last 4 Digits and Recurring Payments in the All Financial Transactions Report
We've enhanced the All Financial Transactions Report to make it easier to match payments from your merchant report with those in Remedly.
The last 4 digits of a credit card now appear in the dedicated Last Digits of Credit Card column next to the Payment Method.
We replaced the Payment Description column, which previously contained check numbers, with a new Check Number column located right after the Last Digits of Credit Card column.
Recurring membership and subscription payments are now clearly labeled in the Charge Name column, displaying:
- Subscription
- Membership monthly fee
- Membership annual fee
To learn more about the All Financial Transactions Report read the following article:
Provider Visibility in Waitlisted Patients
We've added provider details directly to the Waitlist to streamline scheduling by eliminating unnecessary clicks, saving time, reducing errors, and ensuring patients are efficiently booked with their intended provider, ultimately improving staff productivity and patient satisfaction.
You can sort the list by Provider name to easily manage waitlisted patients on a per-provider basis.