In this article, you will learn about our updates to:
- Save appointment updates for easy notes access
- Set $0 self-scheduling booking fee
- Notify providers of their upcoming appointments
- Ensure patients complete their self-scheduled bookings
- Summarize discount totals in the Financial Transactions report
Save & Close vs. Save & Continue Buttons in an Appointment
Providers may need to adjust an appointment then move directly into the patient encounter note. This workflow has been improved by providing Save & Close and Save & Continue buttons for the appointment.
Save & Close button saves the information stated in the appointment window and closes the pop up to return to the scheduler.
Save & Continue button saves the updates to the appointment and retains the pop up in order to start the patient encounter note.
Note: If the radio button Send update email? is set to Yes and updates were made to either Start Time, Location or Appointment Status, an update email will be sent out every time you click either Save & Close or Save & Continue buttons.
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Set booking fee to $0 for Self Scheduling
In order to collect credit card details for self-scheduling patients without charging a booking fee, the booking fee can now be set to $0. This allows a patient's credit card on file to be collected without charging them a booking fee.
To set the booking fee to $0, go to Practice Account -> Self Schedule.
Open Patient View Settings tab, check the Charge booking fee box and set the booking fee amount to $0.
In the Booking Fee field, you can explain that the credit card details will be stored securely for future use but no charges will be applied for their self scheduled appointment. Example: "Your credit card will not be charged for this appointment but must be retained on file for future transactions".
Don't forget to click the Save button to retain the changes. A warning message will verify that you intend to not charge the credit card. Confirm If you agree to continue.
When a patient progresses to the payment step while self-scheduling, an explanation for credit card capture will be displayed and the patient will need to input their credit card details by clicking Add New Card.
Once the credit card details have been added, thepatient needs to click Add Card.
The patient will see a pop-up window informing that their credit card details have been saved.
The patient will be able to continue by clicking Next.
At the last step, the appointment will be booked.
The credit card on file can be seen in the patient account or the appointment.
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Notifying Providers of Upcoming Appointments
In order for providers to be aware of their upcoming appointments, they can now be notified via email when an appointment is scheduled for them.
By activating this feature in User Accounts, the provider will receive an email including appointment details whenever an appointment is scheduled for them.
1. Go to Practice Account -> User Accounts.
2. Choose the necessary user and click Edit.
3. Go to Global Permissions and expand the Schedule section.
4. Turn on the toggle button for Receive Appointment Notification Emails.
5. Don't forget to save the changes.
This configuration enables the provider to be bcc'ed on the following patient emails:
- Appointment Creation Email
- Virtual Appointment Creation Email
- Appointment Status Update Email
- Virtual Appointment Status Update Email
- In Person Appointment Reminder Email
- Phone Appointment Reminder Email
- Virtual Consults Appointment Reminder Email
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Reformatted Self Schedule Booking
To make sure that patients don't miss booking an appointment after filling in all the information in self-scheduling we moved Book This Appointment button to the box with the information about the appointment. This way it is more visible to patients and encourages them not to forget to actually book an appointment.
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Discount Totals in Financial Transactions Report
The Financial Transactions report summarizes the total for discounts provided on each invoice for ease of report consumption.
To generate the report go to the Main Menu -> Reports -> Analysis Reports.
In the Analysis Reports section click Select report -> Financial Transactions -> choose the report you need.
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