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.

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

AppointmenDoctorAsDefault-InvoiceThis 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.

Hello Answered Call Alert SMS

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.Hello Answered Call Alert

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. Adding Procedures to Invoices

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?.

Expiring Stock Alert

The first in the long line of updates we have planned to make your Inventory top notch, we are introducing Expiring Stock Alerts. Now, you will get an expiring stock alert email at the start of each month which lists out your products expiring in the next three months. 

Expiring Stock Alert

This three month advance alert should give you time to sort out expiring stock and minimise waste.

Please Note: This update is available only to Product Billing & Inventory users in Basic and Advanced Plans.

Your Best Invoicing Experience Yet : Released

Do you notice anything different when you see the new Invoice screen?

Add Invoice NEw

Now that it has a streamlined look, we bet you do. We’ve improved the Add Invoice Screen to put everything in a tabular format to make it easily readable.

Here’s how it works:

 

(Click on the image to view a larger version, and hit Backspace when you’re done to come back to this page.)

 

Add Invoice NEw1

Everything fits in a single line, making for a clean and fast Invoicing experience.

As always, drop us a line at support@practo.com to tell us what you think.

Sync your Calendar

You can see what your entire day looks with a glance at your Practo Calendar. If you use apps like Google Calendar or Outlook to manage your schedule, we thought it would be useful if we brought them together.

So now, you can Sync your Practo Calendar to your favorite calendar apps. If you go to Settings > Calendar > Subscribe, you’ll see this:

image

You can see the list of doctors in your practice with the corresponding calendar link next to their name. You can copy this link to your Google calendar, or click on ‘Outlook/iCal Link’ to directly sync it to Outlook or iCalendar. If you’d like to know more, view the help articles. 

Released: All Your Patient Information In One Place – Records

Contacts, EMR and Billing – They’re all about patients. So we’ve put all that patient information, under one tab – Records. So when you click on the Records tab, you’ll see everything on the left, for immediate access.

Records

So now that it’s all in one place, you can switch from checking Prescriptions to Payments in no time, just like you’ve wanted to. To start with, Records will be an optional feature – You can always go back to the current way of navigation.

As always, we’d like to know what you think. You can send your comments to support@practo.com

 

Copy an Appointment

If your patients have recurring appointments at your practice, manually adding each appointment to your calendar will always take longer than expected.

Appointment copy lets you duplicate appointments, so you can make minor edits to your previous appointment (like changing the time), and make a new appointment in a matter of seconds.

When you hover over the appointment and click on copy…Summat

…you’ll be prompted to select a time-slot on the calendar.Click Slot to Paste

Once you click on a timeslot on the calendar, you’ll see this page:

Calendar Practo Ray V6

Click on the Paste option, and the Add appointment page gets automatically updated with the appointment details that you just copied. And you have a duplicated appointment in no time.

Billing and Inventory are now connected

Keeping your stock levels up-to-date when you sell products has now been made easier then ever. You wont ever have to worry about how much stock you have for a product. We’ve connected your prescriptions, inventory and billing to give you a seamless invoicing experience.

Prescriptions with Inventory:

Add all products from a prescription to to your Invoice in a single click. 

prescriptions inventory

Inventory with Prescriptions:

When you make a prescription, you’ll see what products are in stock and what are not.summat

Invoices with Inventory:

Sell over the counter products directly from your inventory.Billing Inventory practice Practo Ray

Now you don’t have to worry about keeping your Inventory updated when you bill your products. You can also take a look at our help articles about invoicing a product and adding drugs to inventory. We’ve worked real hard on bringing this update to you, so we’d like to know if you have any thoughts or suggestions. Drop us a mail at support@practo.com to let us know what you think.

Please Note: This update applies only to customers who are on Basic and Advanced Plans. 

Resolution Center for superior support

We’ve been working hard to give you much more control and keep you updated on all the issues you raise. Hence, we’ve adopted a new approach which takes our support several notches higher.

Introducing the Resolution Center

When you now raise an issue through any medium – email, phone or chat, you will be clued in on every step of the resolution process with update notifications. When the issue is resolved you’ll receive an SMS and you’ll let us know whether we satisfied you, or there’s scope for improvement. At any point in time you can check open and closed issues as well as issues that you rated as good or bad.

notifications

ratings

overview

PLEASE NOTE
You will only see issues raised after 18th Feb, 2014
Since we are starting out now, you will only see issues that you’ll create henceforth, and not the previous issues, even if they are still open.
How to go to Resolution Center
On the menu click on the ‘settings symbol’ > then click on ‘My Accounts’ > on the menu click on ‘Resolution Center’
How to Raise an Issue and track it
Please go through our easy to understand help article which explains the steps in detail.

We are constantly working towards being transparent and more helpful in our partnership with you. We trust that you’ll find the Resolution Center useful and empowering. We’d love to hear your thoughts.