When logging into Remedly, you always land on the Dashboard. The dashboard is composed the following features, from top down:
- Top banner including Remedly link, patient invitation code, and navigation icons
- Search capability
- Anonymous Before and After photo sharing
- Advanced Analytics
- Dashboard notifications
>View Video Below<
Top Banner: Remedly Link, Patient Invite Code, and Navigation Icons
On the left side of the top banner is the Remedly label. Clicking on the Remedly label anywhere in the platform will return you to the dashboard.
In the middle of the banner is the patient invitation code.
For more information on this code, please see the following article:
The icons on the right side of the banner will navigate you to other modules:
1. Messages 
Messages allow you to send communications both internally within your practice as well as externally to patients.
Click Compose -> Choose a patient/staff to whom you want to send the message -> compose a message -> add attachment if needed and click Send.
Patients will receive an email notification that a message is waiting for them in their patient portal, where they will read the message contents for HIPAA compliance.
Staff will receive the message as a dashboard notification.
2. Two way texting
Two way texting is like an internal messenger with the help of which you can quickly exchange text messages with your clients.
Once you click the icon you get to a new window where you can start sending the new messages to your patients and check their answers. Find the patient in the list and send a text message to them. Once the patient replies you'll get a reply right into the conversation window.
The advantage of two way texting is speed. You can always be sure that this way your messages reach your patient the same minute you send them.
Note: This is a feature that is provided separately. Contact your CS manager to turn it on for your practice.
3. Calendar 
This icon navigates to the Calendar. For more information on the Calendar features, please see the following articles:
- Calendar Interface Video
- How to Navigate the Scheduler Part 1 of 2
- How to Navigate the Scheduler Part 2 of 2
4. Reminder List 
This icon navigates to the list of internal reminders for all staff. Reminders can be created for yourself or other staff, can reference a specific patient, and must include a date for the reminder to appear as a dashboard notification on the designed staff member's dashboard.
When a patient is referenced in the reminder, the patient will not receive any notification since reminders are internal only. Be sure to add notes to document what action needs to be taken on the date designated, then click Create.
5. Inventory 
This icon navigates to the inventory module where you can manage the inventory for your practice. To learn more about the inventory module, please see the following articles:
6. Financial Transactions 
This icon navigates to the Financial module. To learn more about the financial module, please see the following articles:
7. Main menu icon 
The Main menu allows navigation to all modules within Remedly. All of these modules can be also accessed from the Calendar.
Search Capability
The search input fields enables locating patient accounts. Search results are rendered when any of the following data points are inputted:
- patient's first name
- patient's last name
- patient's email address
- patient's phone number
Clicking on the search results will direct you to patient history for the patient selected.
For more information on patient history, please see the following article:
Anonymous Before and After Photo Sharing
From the dashboard, providers can search all before and after photos for a procedure with a candidate considering the procedure to help demonstrate the impact of the treatment. The photos will display without reveling the patient name for HIPAA compliance.
Select the correct treatment from the list of procedures and click Search.
All of the before and after photos uploaded for the selected procedure will be provided for sharing anonymously with the candidate.
- Note: to display only photos for which you have received patient consent to share publicly, add a tag such as “public” to filter only photos which have patient consent to share anonymously.
Note: only providers have access to Before and After photos on the dashboard. Staff do not have this interface.
Related articles:
Advanced Analytics
The dashboard also provides a link to access Advanced Analytics. If this feature is activated for your practice as well as for your account via User Accounts, the feature will load in a separate tab providing deep, dynamic analysis of your practice performance.
For more information on Advanced Analytics, please see the following articles:
Dashboard Notifications
Dashboard notifications provide a to-do list of outstanding action items to ensure any items requiring follow up or completion are highlighted for your attention.
A provider's dashboard notifications are displayed as follows:
The dashboard notifications for a staff account include two additional columns: Record and Note. These columns provide visibility to comments added by a provider for staff member review regarding the online consultation or online follow-up.
For more information on online consultations and online follow-ups, please see the following articles:
Following is a list of the different types of dashboard notifications:
- Patient Follow-up Call Due
- New Lead
- Low Inventory
- Expiring Inventory
- Claimed Special
- Appointment Request
- Subscription Payment Declined
- Online Store Purchase
- Cancelled Appointment Notification
- Self Schedule Notification
Which notifications each staff receives can be configure in User Accounts.
Go to User Accounts -> Edit a user account -> Global Permissions / Dashboard Notifications -> toggle each notification to Yes or No.
To work through dashboard notifications efficiently, the list can be filtered by selecting the summary tiles for the notifications you would like displayed then clicking Show all pending items.
The summary tiles are as follows:
shows pending store orders
shows pending messages
shows chart notes needing completion
shows procedure notes needing completion
shows pending online follow-ups
shows pending new online consults
shows pending reminders and patient follow-up calls
shows new leads
shows contact request submission
shows declined payments
shows birthday specials
shows expiring inventory
shows low inventory
shows self-scheduled appointments
shows cancelled appointments
Note: the notifications concerning chart/procedure notes are automatic and do not require prior enabling. "Requires Chart Note" notification will appear only after the patient is checked out.
The Action options allow you to fulfill on the needs of the notification. Your options vary depending on the type of notification.
Dismissing a notification using the option will remove it permanently from the list.
Note: Dismissing an unapproved chart or procedure note will only dismiss the notification and not delete the note itself. The note will still be available in patient history.
Note: an unfinished note will product a dashboard notification for all staff which identifies the staff member who started the note. This allows for other staff to finish the note if needed. However if one staff member dismisses the dashboard notification, it is removed from all staff dashboards.
Example above: 12/14/21 procedure note for patient Anna Mazzanti
Below the dashboard notifications, you can also see details about completed online consultations by clicking See Completed Online Consults button.
Video
Content Timelines per Minute:
00:00 - 00:13 - Introduction
00:14 - 00:27 - Remedly label
00:28 - 00:53 - Patient invitation code
00:54 - 1:23 - Messages icon
1:24 - 1:59 - Two way texting icon
2:00 - 2:08 - Calendar icon
2:08 - 2:27 - Reminders icon
2:28 - 2:38 - Inventory icon
2:39 - 3:00 - Finansial transactions icon
3:01 - 3:33 - The main menu icon
3:34 - 3:56 - Search bar
3:57 - 5:05 - Before and After photos
5:06 - 5:37 - Advanced Analytics
5:38 - 11:23 - Items that require attention
11:24 - 11:38 - Show completed online consultations
11:38 - 11:39 - Wrapping up