In this article, you will learn about our updates to:
- Improve workflows for commissions
- Improve the Financial Transactions by Provider report
- Manage patient medications
- Select which staff display in the patient portal
- Improve the scheduling of appointment confirmation reminders
- Editing Payments and Refunds
- Submitting your Support requests
- Add payment method options
- Add provider title options
Improved Commission Workflow
To ensure staff are receiving the commissions they deserve, the number of commissions requiring provider's approval is highlighted on the Commission Status and Financial menus.
The Apply Sale To option is also now required when invoicing for any transaction which can have a commission tied to it.
Also prepaid packages are now calculated to apply the commission to the discounted package price instead of the pre-discount pricing.
Financial Transactions by Provider Report
In order to make this report more user friendly, a column has been added to include the invoice number for easier correlation on each transaction.
Manage Patient Medications
To ensure a patient's current medications are being considered when providing care, the Patient History page now provides the ability to add/edit a patient's medications, with the information highlighted for visibility.
Staff Displayed in the Patient Portal
To ensure only intended staff are listed in the patient portal, a toggle switch within User Accounts can enable/disable each staff member displaying as part of Your Care Team.
Scheduling of Appointment Confirmation Reminders
Remedly sends email and text reminders to patients to encourage their appointment confirmation. These communications start two days before the appointment and, if unconfirmed, repeat the cycle the following day.
To make our communications more patient friendly, the timing of our email and text communications has adjusted to be sent out at 9am and 6pm PST.
Editing Payments and Refunds Workflow
The button to edit payments and refunds has been replaced with a Refund button. If changes need to be made to a payment or refund, please void the original transaction then create a new payment or refund, correcting for any errors in the original transaction.
Quick Access to Submit Your Support Requests
A Help button is now available throughout Remedly to allow you to easily submit a request to Remedly Support. Please be sure to provide detailed information, ideally with screen shots and step-by-step instructions for reproducing any issues, so we can be as responsive as possible!
Additional Payment Methods
To provide more flexibility when assigning payment methods, the following options have been added:
- Trade
- Balance Transfer
Balance transfer can be used to recognize a pre-existing patient balance from a former platform.
Additional Provider Titles
To provide more flexibility when assigning provider titles in User Accounts, the following options have been added:
- DNP
- MA
- LNA
- Coolsculpt Tech
