FAQ
- How Do I Transfer Funds Between Patients?
- How To Transfer Funds Between Patients Video
- How can I add a new patient?
- How to Clear Your Browser Cache?
- How Can a Patient Pay via Google Pay or Apple Pay?
- How to switch the user role from Provider to Staff and from Staff to Provider?
- How do I contact my Customer Success Manager?
- How can a patient reset their password?
- How can I run a report on inventory for which we’ve collected sales tax?
- How can I get a list of all the patients seen in our office this year?
- How to determine our success rate converting consultations to scheduled procedures?
- How to check what patients have credits on their Remedly accounts?
- How to generate a report for patients that are due for their next treatment?
- How can I run a report to see how much money our practice has made over a period of time?
- How can I track tips in Remedly?
- How to run a report showing all inventory sales?
- How to run a report of all procedures over a given timeframe with patient names?
- How can I see which patients haven't paid their invoices?
- How to email all of our patients?
- Why does my patient have both credit and balance due for the same amount?
- How to give a staff member eRx capabilities?
- How can I change the columns on my calendar?
- How can I find all appointments that a patient is or has been scheduled for?
- How can I store patient credit cards in Remedly?
- How to check open time slots and provider availability?
- How to merge patients if they have duplicate accounts?
- I can’t see appointments that I know I’ve scheduled - why aren’t they displaying?
- How can I block a staff member who has left our practice from accessing Remedly?
- How can I see if patients are receiving emails from Remedly?
- How to automatically notify providers when they have been scheduled for an appointment?