In this article, you will learn about our updates to:
- Customize content in the Appointment Confirmation Request Email
- Receive dashboard notifications for cancelled appointments
- Configure which treatments display in the Patient Portal and for lead generation
- Retain credit card information for integrated merchant services
- Enable staff to use same email address and password as their patient account
Customize the Appointment Confirmation Request Email
We have rebranded Automated Actions to the new name Automated Communications to more clearly communicate the ability to customize the content of your automated patient emails and eventually texts too.
Previously we provided the ability to customize the content of:
- the Appointment Creation Email which is sent to the patient when the appointment gets created.
- the Appointment Status Update Email which is sent to the patient when the appointment status is changed for certain statuses.
With this release you can also customize the content of the Appointment Confirmation Request Email, which is sent to the patient 2 days before the appointment (and 4 days before Monday appointments) to ask them to confirm or cancel their appointment. You can remind patients to complete their medical history and consent forms, reinforce COVID-19 requirements, and add your practice logo.
For more information on the current functionality of automated communications, please read the following article:
Cancelled Appointment Dashboard Notification
When a patient cancels their appointment, the calendar shows the appointment as cancelled:
Now you can also designate staff to receive a dashboard notification so they can follow up with the patient to reschedule their appointment.
Treatment List for Patients and Leads
In the Patient Portal and during lead generation, the patient or lead is presented with a list of treatments to identify which procedures they are interested in.
You are now able to customize which treatments are displayed in this list by using the Display for Patients toggle switch when editing treatments in Treatment Setup.
Credit Card on File for Integrated Merchant Services
If you have integrated with one of our merchant services partners, Square or 360 Payments, you can now securely retain a patient's credit card information.
From Patient History under the Credit Card category, use the +Add Card button to input and retain the patient's credit card data on the merchant's secure servers.
Note: for 360 Payments integration, the Vault feature will need to be enabled for your practice. Please contact 360 Payments to activate the Vault feature.
Note: if patients pay an outstanding invoice via the patient portal, their card information is not retained as Credit Card on File.
Same Email and Password for Staff and Patient Accounts
Many staff have two accounts within the same practice: a staff account and a patient account. We now allow staff to use the same email address and password for both accounts. They will be asked when logging in which account they want to access.
