Review rewards, team and patient locations, and a new calendar
Get $50 off your Ona invoice for a review on G2, give team members and patients their sites so each location sees its own, and open every calendar from one list. Plus: do not disturb for phone calls, services on invoices, and Labcorp collection instructions.
4 min read
New
Review rewards
$50 off for a review on G2
Under Settings → Practice → Subscription, Review Ona walks you through it: write your review on G2, then paste the link. Once we've confirmed the review, $50 comes off your next Ona invoice. Each admin can claim it once.
New
Locations
Each team member at their own sites
If your practice has two or more sites, a team member's sheet under Settings → Team → Team Members now has Locations. Pick the sites they work at, and they see only those in the account menu's location list and in their lists. Owners, and members with no site picked, have every location. The team table gains a Locations column.
Patients who belong to a site
Patients now have Locations too, in the chart's info panel and on Add patient, where the site you're working from is picked for you. Patients follows the location chosen in the account menu, and a patient with no site shows at every location. Owners, Admins and Staff can change a patient's sites. Every member can still open every chart.
Also in locations
- Possible duplicates. Add patient says This patient may already exist when a patient at any site has the same name, the same phone, or the same last name and date of birth. You can still add them.
- Clinicians who work there. When you book a visit, the clinician list shows only the clinicians who work at the visit's location, or at every location.
Improved
Calendars
Every calendar, from one list
Calendars has a new sidebar: the month at the top, one search, and your clinicians, rooms and sites in a single list, with no tabs. Tick as many as you like and they open side by side. Each open calendar gets its own color, and with two or more open, visits take their calendar's color.
See why a time is closed
Hover over the shaded hours on a calendar to see what closes them: the practice's, the site's, the room's, the clinician's or the service's hours that day. The ones that close that stretch stand out.
New
Phone calls
Do not disturb
Under Settings → Omnichannel → Phone calls, Do not disturb sends calls straight to voicemail Outside opening hours or during Custom hours you choose. Nobody rings and the AI receptionist doesn't answer. It's off by default.
Also in phone calls
- The AI answers everything. Answer without ringing, under Settings → AI Receptionist → Call handling, now has Always. Your team rings only when the AI transfers a caller.
And more
Billing
- Services on an invoice. Add service on a draft invoice adds a service from your catalog, priced as a self-pay visit would price it.
Labs
- Labcorp collection instructions. Labcorp orders now offer Collection instructions beside the requisition, when Labcorp provides them.