In this article, you will learn about our updates to:
- Manage default Payment Methods
- Include your practice name in Appointment Confirmation Request text
- Improve time-zone identification for automated emails and texts
Managing Default Payment Methods
The list of default payment methods can be customized to display only the methods that are relevant for your practice in order to improve efficiency and accuracy when handling transactions.
To learn how to add custom payment methods, please see the following article:
To activate or deactivate a default payment method, go to Practice Account -> Payment Methods.
You'll see the list of payment methods with their statuses. A Yes status means the payment method is active and will be available in the list of payment method options. A No status means the payment method is disabled.
To activate or deactivate the payment method, click the Edit button.
Check or uncheck the checkbox and click Save.
The payment method will be activated or deactivated accordingly.
Practice Name in Appointment Confirmation Request Text
The Appointment Confirmation Request text is sent to the patient the day before their appointment if they have not yet confirmed their appointment. The text message asks the patient to confirm their upcoming appointment.
This text message will now include the practice name and time zone details for clarity and to reduce spam confusion.
Zip Code Used for Time Zone Accuracy
The logic determining time zone in automated emails and texts will now be generated based on location zip code for the appointment.
For practices with multiple time zones within the same state, the usage of zip code provides more accuracy on time zone identification.
For more information on automated emails and texts, please see the following article: