Using the feedback that we’ve received from you, we are planning to optimise how the Payments section is organised. You will still be able to do all the things you did before, only now, it’s going to be a lot simpler. Here’s a peek:

Settling Advances and Invoices: All on the same page now.

We’re putting all your payment options in one place. From the Add Payments screen, you can accept advances, settle them and settle invoices.

This is what you’ll see when you click on Add Payment.Once you’ve entered the Advance amount in the text box, the date will show in the bottom of the screen, where you can change it if needed.

Hit Save Payment when you’re done. The payment is now recorded. To see the help articles for making advance payments, click here.

If you click on the pending Invoice on the right instead, you’ll see this:  You can settle the Invoice from here. You can see that we’ve already filled in most of the details, as usual. You just need to hit Save Payment and you’re done. 

To see how you can settle a pending Invoice, click here.
Using an Advance to pay an Invoice is here. 

Refunds in under 20 seconds (Yes, we timed it):

Refunds have now moved out of the Add Payment option and now come under the Payments Tab.  It’s just a two-step process, once you click on Refund.

We’ve got detailed articles on Refunds here.

Sometimes it’s the small things that make a big difference. Here are three such updates to make your practice management a little easier.

1. Appointment Confirmation SMS with the year mentioned.

When your patients/clients book an appointment with you, they get a confirmation SMS. Now, if they book an appointment that falls in the next year, the confirmation SMS will mention the year as well.

2. Sorting Inventory list Alphabetically:

This update applies only to customers in the Practo Basic and Advanced subscription plans.

By default, the inventory is sorted according to the item with low stock. Now, you can sort the Name column in the Inventory alphabetically.

• When you click on Sort A-Z, it sorts the items in the ascending order. The sort option then changes to Sort Z-A.
• Once you click Sort Z-A, the inventory gets sorted in descending order.
• The sort option then changes to sort by stock, which will sort the list by stock again.

3. See who’s calling, even if they call from their Secondary mobile number.

This update applies only to customers using Practo Hello service.

These days everyone has two phones (or probably more). That’s why we have a Secondary Mobile Number provision in Practo Ray Contact Profile. Now when patients/clients call your Hello number from their secondary mobile, their names show up in Hello Calls Log, as you can see below.Even though James Joyce has called the practice from two different mobile numbers, you can see that he is recognized in Hello Call Logs for both, his primary and the secondary mobile numbers.

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