Telehealth, Treatment Summaries, New Automations, Gift Cards, Insurance Integrations, and more!
We're happy to announce we have integrated telehealth. Simply check off the "is telehealth" checkmark for new or existing services in the services settings page and everything else is taken care of. Patients get their notifications modified to include unique links to a video meeting, there's a waiting room, you can invite others (like a translator or family member) to participate. Patients can use their phone, zoom isn't required. Here's an article with more details, enable some new telemedicine services today!
Create professional and helpful "Treatment Summaries" for your patients while building intakes. You might have seen the "TS" button above the "HHS" (health history summary) button. Some text is automated, you can add in some "pre-formatted" text from the settings page, and then create a "library" of your treatment methods/instructions for all sorts of conditions like "Toenail fungus" or "Post IVF instructions" for example. Treatment summaries are available for them to view and download in the patient portal. Give them a try on your practice patient.
"eGift cards" are live, you can add them to visits, allowing patients to purchase them. They'll get a special email notification with a code which they can forward to gift recipient. And... you can also configure some eGift Cards in the settings for patients to purchase in the patient portal if you have Stripe enabled.
We've got Claim.md and Office Ally integration both live! For those on our insurance plan, we're proud to be partnering with the Claim.md clearinghouse to make billing easier, and we have Office Ally integration as an option too. Head over to the "Claim and Superbill info" settings page to enable one of them.
Get started with Insurance Billing!
- Bill insurance companies to the clearing house of your choice
- Produce EDI Claim files and HCFA1500 forms
- Manage Insurance payments, enter EOBs or upload ERA files.
- Capture patient insurance information through the portal
- Integration with Claim.md coming soon!
Your first month is free! ✨ Insurance Billing is $30 per month extra thereafter
To sign up, send us a message to let us know.Some other noteworthy updates
Tips are nice and now you can easily receive them with the same or a different payment method used for other charges.
Our popular "from history" feature has made its way into the visits, so staff (especially front desk) can quickly charge based on what happened in previous appointments.
Email notifications have been enhanced.
You can now schedule and check off the "I want my patients to pay in advance for the appointment" checkbox and they'll get a notification prompting them to pay in the portal when you have Stripe enabled.
Birthday reminders! Enable them in the Staff Notifications page to be reminded when one of your patients has an upcoming birthday. There's also a new birthday filter in the patient list. Next we'll send this to MailChimp to enable some more automations for your practice.
You can tailor which Patient Health Form are sent to patients by default and other automations from the "patient health forms" settings page.
We made it so you can customize some more indexes like the pregnancy one, women's health, tongue and pulse, etc. The other few will be uneditable.
Insurance billing got a bunch of new improvements including the integrations mentioned above and claim templates allowing for easier and quicker claim creation.
Importing patient and product info got some nice improvements, making it easier to get up and running.
The mastermind and driving force behind our billing creation is Janetta Scherff of RCA Solutions. Need a biller or billing consultant? She’s available for free 30 minute meetings. We love Janetta! She’s smart, experienced and loves dogs!
Incoming Product Updates:
We're rebuilding our Schedule to make it quicker, more responsive and there will be a sweet "mobile version" for staff, allowing you to schedule on the fly easier. When staff login, you'll have a new interface on your phone.
New reports, like a booking capacity report.
Templates for messages
Classes
Importing past and future appointments.
More performance improvements
Integration for a credit card reader from Stripe, allowing tap and chip reading capabilities.
The entire app is getting translated into Spanish! We'll make the patient portal available for Spanish speakers as well.
Thank you for the warm referrals, they mean so much to us ✨
People have been coming in excited, which has been... exciting! We're dreaming up some amazing new features for our roadmap, so stay tuned!
If you've got some suggestions on features that you would appreciate, please let us know!
