In this release, we made further improvements to our new Self Scheduling feature in addition to other platform changes and bug fixes.
In this article, you will learn about our updates to:
- Enable credit card capture for self scheduling
- Add a buffer period for self scheduling
- Provide a treatment price list report including configuration details
- Ensure U.S. standard time formatting throughout the platform
Credit Card Capture for Self Scheduling
Requiring patients to provide a credit card when self-scheduling allows your practice to capture a booking fee. This fee can be applied to the appointment invoice as a credit or as a No Show fee.
Note: your practice must utilize one of our integrated merchant services partners, such as Square or 360 Payments, in order to have access to this feature.
To enable credit card capture, go to the Self Schedule feature then the Patient View Settings tab. Activate the Charge Booking Fee option, include the amount of the booking fee, and input any comments for patients to see when inputting their credit card.
The patient will see the booking fee amount and comment before selecting their payment method.
The booking fee will be recognized as credit on the patient's account and can be applied to the appointment invoice at check out or in case of No Show.
Self Scheduling Buffer Period
In order to ensure your practice has time to prep for a newly self-scheduled appointment, you can designate how soon in advance patients will be able to self schedule an appointment. This option is located in the Patient View Settings tab of Self Schedule Settings.
For more information on the Self Scheduling feature, please see this article:
Treatment Price List Report
In order to view the configurations of all active treatments in Treatment Setup, the Treatment Price List report can now be pulled as a PDF or CSV file within the Reports module.
The report output provides the following data points:
- Treatment category
- Treatment procedure
- Treatment sub-procedure (a.k.a. custom treatments)
- Charge to (patient vs. insurance)
- Fee type (practice vs. outside fee)
- Taxable (yes or no)
- Anesthesia fee (yes or no)
- Facility fee (yes or no)
- Treatment durations (by appointment type)
- Pricing (fixed cost, flat/scaled hourly cost, or by inventory item)
Note: it is necessary to input dates in order to render a report, but the data provided is only reflective of the current configurations and previous configurations cannot be provided.
U.S. Standard Time in Engagement History
For consistency throughout the platform, Engagement History has been changed from military time to U.S. standard time.
