Cancellation fees, promo codes and your practice's colors

Pick an Accent and a Background color under Settings → Practice → Organization → Colors. Buttons, links, tabs and the page background take them on your welcome page, booking page, form links, sign-in pages and across the patient portal. Leave them unset and patients keep seeing Ona's coral. Ona won't save a background too dark to read text on.

Turn on Charge a late cancellation fee, Charge a no-show fee or both under Settings → Billing → Cancellation Fees. Set the Cancellation window, and make each fee a fixed amount or a percentage of the visit's self-pay price. Under Collecting fees, choose to leave the invoice as a draft, email it to the patient, or charge the card on file. Fees only apply from when you turn them on.

When you cancel a visit inside the window or mark it as a no-show, Ona shows the fee and asks you to confirm. Switch the charge off to waive it. The fee is its own invoice, shown on the visit's Billing tab and included in its Balance. If you un-cancel the visit, an unpaid fee is voided.

Create codes under Settings → Billing → Promo Codes once Stripe is connected. A code can take a percentage or an amount off everything, or only off the services, packages and memberships you choose. It can also expire or have a usage limit. For memberships, choose whether it discounts the first payment or every one.

Patients enter a code when they pay online: on your booking page, and on a self-pay invoice in the patient portal. The discount shows on the invoice as Promo code. When a code covers the whole price, the booking goes through with nothing to pay.

New note now opens one picker with three ways to start: a Blank note, a template for Ona to generate, or one of the patient's past notes to Copy forward. Search templates and notes together, and preview the highlighted one in full. Suggested puts the patient's last note and its template first. Copying forward puts the note's content, template and title in a new draft for this visit, and the original doesn't change.

Select any text in a draft and choose Regenerate to rewrite it from the record, or Polish to tidy the wording. The selection can span paragraphs and mix your words with Ona's. The suggestion shows the original crossed out above the new text, for you to Keep or Discard. You can ask about several passages at once, then Keep all or Discard all.

Add a Loop to a note template to repeat a section for each item, such as each problem addressed or each knee. You can list the items under For each, or turn on Ona lists the items and say what Ona should look for in the visit. Each item gets its own heading and its own filled copy of the section.

Single choice matrix and Multiple choice matrix blocks ask several statements on the same set of answers, as a grid. In forms, you can score a single choice matrix statement by statement, with reverse scoring where you need it. Note templates have them too, and Ona answers each statement. When you import a PDF, a grid comes in as one matrix.

Form blocks next to each other that share the same Show if now sit in one group, under a header like Shown when "Do you smoke?" is Yes. Click the header to change the condition for the whole group, and use Add to group to add another question. Existing forms are grouped for you. Patients see no change.