For our final release for 2021, we decided to send you some holiday cheer with the changes below!
In this article you'll learn about our improvements to:
- Deactivate patient demographic questions
- Manage multiple appointment reminders
- Provide more flexible refunding
- Refunding inventory items
- Improve transactions via integrated terminals
- Report of notes not started or committed
- Automatically remove stored browser content
- The default inventory menu label
- Remove the help button if it is an obstruction
Deactivate Patient Demographic Questions
When patients complete their medical history via the patient portal or from patient history page, they are first asked some demographic questions. You can now determine which questions your practice would like patients to complete.
To configure these questions:
1. Go to Scheduler->Practice Account->Medical History then select the Demographic Info tab.
2. Use the toggle switch for each question to either Ask or Hide the question.
Manage Appointment Reminders for Multiple Same Day Appointments
When patients have multiple appointments in the same day, they can receive multiple appointment reminders which can be confusing. You can now determine which appointments should receive appointment reminders. Typically the first appointment of the day is preferred to receive these reminders to ensure the patient arrives on time.
When you create a second or multiple appointments on the same day for the same patient, you will be prompted when you save the additional appointments by a pop-up message asking whether you prefer the appointment reminders to be sent for every appointment or only for the first appointment.
Refund to Any Refund Method
You can now refund using any refund method (cash, credit card, check, etc.) regardless of the original payment method. Previously credit card payments could only be refunded to the original credit card used.
Refund Inventory Item for Store Credit
Remedly now supports refunding inventory for store credit only. Inventory can either be refunded back to a payment method (Refund) or for store credit (Refund to Credit) depending which button is selected. If Refund to Credit is chosen, the inventory value will be added to the patient account as credit and will be visible in patient history.
For more information how to use credit on a patient account, please see the following article:
Improved Terminal Transaction Workflow
Due to issues regarding financial transactions being cancelled in Remedly but not with the integrated merchant service, you can no longer cancel a transaction through the Remedly interface. Instead transactions can only be cancelled via the terminal by using the Cancel or Back button.
In order to complete a financial transaction in Remedly, be sure to click the Check transaction result button on the pop up to fully render the transaction.
Report of Notes Not Started or Committed
We have improved our report on notes that have not yet been committed to include notes that have not yet been started. This allows visibility across the practice of all outstanding notes to ensure their completion.
To generate the report, go to Main Menu -> Reports -> Analysis Reports and select the date range and location:
Then select Notes Status -> Notes Not Started or Committed -> choose the preferred format
The report includes two types of notes:
- Not Started - the note has not yet been started by the assigned provider
- Created - the note has been committed by the provider
For more information, please see the following article:
Automated Cache Clearing
As you use our platform and the internet in general, your browser stores data in order to more quickly present it to you when next requested. This process of caching however can retain and present data which is no longer accurate, and this inaccuracy can sometimes cause problems when using Remedly.
We have developed a solution for automatically clearing Remedly cache on a nightly basis to ensure your browser is presenting the most current data every day.
Default Inventory Pull Down Menu Label
When first opening the inventory module, the default label for the pull down menu has been changed from "Select a location" to "All Locations Combined" to better reflect the inventory content displayed by default when you first open the inventory module.
To adjust from viewing all inventory across all locations, select another option from the pull down menu.
Temporarily Remove the Help Button
If the Help button obstructs your ability to use features, you can click the X to remove the Help button. Refreshing the page or navigating to another page will reinstate the Help button.
