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Released: Accept Payments Directly from Invoices

We’ve been working on improving your invoicing experience by helping you add procedures to your invoice, adding doctors and improving the overall look of the invoicing screen. Along those lines, we have another big, time-saving improvement update.

When paying off an Invoice, you’ve been making the invoice first, picking it up again and then accepting the payment. We’ve condensed that process, so you can now accept payments right from the Invoice screen.

You just have to click the ‘Pay’ button next to the Grand Total.

You’ll see a payment dialog box with the payment details already filled in, which you can edit if needed.

Once you collect the appropriate payment, click on the ‘Save Invoice & Payment’. Your payment gets saved, along with the Invoice.

Tooth-specific Completed Procedures

Something that we found while talking to dentists, is that their Treatments are spread out over multiple sittings.

So if you’re carrying out a dental procedure from a Treatment Plan…

..and find yourself needing another sitting to complete it, Practo Ray can now help you organise that. Just deselect the teeth for which treatment is pending, and save the procedure.

A new Treatment plan will be created with the procedure planned for the remaining teeth.

The Procedure that you just completed has the green tick mark next to it, and the pending treatment is below it.

The planned procedure notes remain intact. You can pick up this treatment plan when the patient walks in for the next sitting, and begin where you left off. And if you had specified a discount for the plan, it’ll get equally divided among each sitting.

Tooth wise procedure completion is available only to the ‘Dental’ category of practices.

Practo Share – Easy Access to Medical Records

You already know the importance of the Doctor-Patient Relationship. That’s why you have Practo Ray running in your practice – to get your patients to put their trust in you.

Practo Share is another effort to improve patient trust. It lets you share medical records with your patients online.

Your patients can view their:

Appointments
Prescriptions
Files
and Invoices.

This is all they can see. You can stay assured that they can’t see anything else other than what’s mentioned above. Take a look at the help article if you want to know more. You can also reach out to us through our support channels with your thoughts and suggestions.

Default Tax for Products

When you Invoice a Product, you had to manually enter the taxes applicable every time.

With this update, you can now set up the tax applicable on a Product from the Add/Edit Item page in your Inventory.

So the next time you add that product in an Invoice, the tax you specified is automatically selected.

You can also see the Product Retail Price and Applicable Tax in the Inventory list itself.

Check out the detailed How-to article for setting default Taxes.

Auto Stock Updation for Cancelled Invoices

Changed your mind about an Invoice? No problem!

If you need to cancel an Invoice for a product, you don’t have to worry about manually updating stock levels in your Inventory any more. If you cancel any Invoice that has products, the stock levels will get automatically adjusted by adding the stocks back to Inventory.

Treatment Plans and Completed Procedures with Improved Legibility

We’ve spruced up Treatment Plans and Completed Procedures to make it easier to read for you. We should also mention that it looks way better now, and all the information you need is neatly organised.

Treatment Plans

To make it easier on your eyes, we’ve organised everything in a tabular structure. We’ve packed in all the information you need: From patient details, to Treatment Plan information with the doctor’s name. We’ve also reduced the size of each Treatment Plan entry, which does two things : It makes it easy for you to pick out information, and you don’t have to scroll around the screen as much as you did before.

Completed Procedures

We’ve applied the same principles of making the information as crystal-clear as possible here. We’ve arranged everything so you don’t have to search for anything. You get the benefits of reduced scrolling and increased legibility in this as well. Actually, why don’t you look below and see for yourself?

Check Out Your New Practo Microsite

The Practo Microsite is your own personal space on Practo. Now, your address on the Internet looks better than before. We also wanted your patients to have a better experience when they visit your microsite, so we’ve made these changes:

One place for all your clinic information:

List out all the doctors in your clinic, your timings, consultation and much more in a page made just for you.

Clinic Details

Appointment Booking Made Easy

We’ve done away with the old appointment booking method and brought in ABS so your patients can book instantly confirmed appointments with you. If you don’t have ABS, worry not, because our Appointment Booking Team with confirm it through the phone.

Your Microsite’s URL is the same as your Practo URL, with the /clinic part removed. So if your clinic’s URL is https://www.practo.com/clinic/goodhealth, then your Microsite URL will be https://www.practo.com/goodhealth

Your microsite is like your virtual reception, so make sure that your patients know about it by sharing your microsite link on your Social Media and Website. And hey, if you put it on your visiting card, you’ll definitely impress quite a few people. Your microsite will look great even on mobile phones, so people can access your information from anywhere. The Microsite is a free service that comes with your Practo Ray subscription.

Improved auto-selection of Therapist or Doctor

With this improvement, when a staff user (non doctor/therapist user) adds a completed procedure from procedure catalog the system will automatically select the most recent appointment’s doctor or therapist as the one who performed the procedure.

Similarly, the most recent appointment’s doctor or therapist is selected as default when a procedure from catalog is added to Invoice

This improvement in default doctor selection can be seen while adding any of the following information:

Treatment Plan
Clinical Notes
Completed Procedure
Prescription
Procedures in Invoice
Products in Invoice (only for Basic & Advanced plan subscribers)

Please note that as an exception to this rule when a Completed Procedure is added from Treatment Plan, the Treatment Plan’s doctor or therapist is selected by default.

To see the complete order of preference for default doctor selections, click here.

Hello Answered Call Alerts

Even if you’re not in your clinic, you can now know if and when your clinic’s calls are being answered. The Hello Answered Call SMS gives you all the call information you need.

Now you’ll know if an important client calls and be assured that your stations are being manned. It lets your staff know that you’re monitoring the clinic, even if you’re not there.

To turn on Answered Call Alerts, go to Settings > Practice Staff > Staff Notifications, where you’ll see the check box to turn on the alerts.

They’re turned off by default, and you’ll have to check the box to turn them on.

Released: One Step Invoicing

Until now you needed to first add a Completed Procedure before you added it to an Invoice. With the new super fast One-Step Invoicing, we’ve made it a lot easier for you.

You can now add any procedure from the Procedure Catalog (on the right). You can also add procedures from your Treatment Plans and Completed Procedures.

In the Procedure Catalog, Completed Procedures are identified by a ‘Completed’ label appearing in Green color next to the procedure name. Similarly, the procedures from Treatment Plans are identified by ‘Planned’ labels.

The Planned procedures and the procedures added directly from the Procedure Catalog are automatically marked as Completed once the Invoice is saved.

To know more, check out How Do I Invoice a Procedure from Procedure Catalog?.

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