In person, by video or no meeting, and fees that follow the clinician

New

Visits

In person, by video, both, or no meeting

Open a service under Services and choose its Mode under Visit defaults: In person, Video call, both, or neither. With neither on, the service has no meeting at all, as in asynchronous care. Its visits show No meeting, and patients see no place and no call, but still get the service's forms, consents and interviews.

The Initial Consultation service sheet open at Visit defaults: Mode with both In person and Video call turned on, Location set to No default location, and the line Patients choose in person or video when they book online. Visits staff book start in person. The header reads $120.00 · 30 min · In person or video call — Turn on the ways you offer it, or neither.

Patients choose how to meet

When a service is offered both ways, patients choose In person or Video call on the booking page before they confirm. Each service on the page also says how it's held. Visits your team books start in person.

The booking page in teal on the Review and book step: How you'd like to meet offers In person, At the practice, and Video call, From wherever you are, with Video call chosen. Beside it, Your booking lists Initial Consultation, 30 min, with Arnold Bays on Monday, October 26 at 10:00 AM for $120, above Confirm booking — Offered both ways, the patient picks.

Your Visit booked email, every time

The email patients get when a visit is booked is now always your Visit booked template, from Settings → Notifications → Message templates. Forms, consents and interviews sent with the visit are listed under your message, each with its link. Turn Visit booked off and they still go out, in an email of their own. Which of them go follows the Form received, Consent ready to sign and Interview received switches. Before, a booking that came with forms sent a fixed email of its own.

Also in visits

No meeting on any visit. The visit dialogs have No meeting beside In person and Video call, for a visit that needs neither.

New

Billing

Bill each clinician at their level

Under Settings → Billing → Fee Schedule, choose Add pricing level, name it, such as NP or Intern, and set its Rate as a percent of every fee. Pick its Clinicians, or choose a clinician's Pricing level on their Provider info tab in Settings → Team → Team Members. Their visits are then priced at the level's rate on claims, invoices and self-pay prices alike. A level can also list single codes at their own rate. Changing a visit's clinician re-prices its draft invoice.

Settings → Fee schedule with the NP pricing level selected under Pricing levels: 85% of every fee for codes not listed below, with Mark Godson as its clinician. Its two codes: 99203 Office o/p new low 30 min at a $125.00 rate against the $160.00 standard charge, and 99214 Office o/p est mod 30 min at 90%, an NP charge of $162.00 against $180.00 — One rate for the level, and its own for the codes that differ.

Prices for members, plan by plan

Each membership plan can now take its own discount off what members pay themselves. Under Memberships on the same page, choose Add membership, pick the Membership plan, and set what comes Off every code and service and Off every product. Add a row for any code, service, product or package priced differently: a percent off, an amount off or a fixed member price. Claims are never discounted. The discount shows on the invoice as Member discount, with the plan's name.

Also in billing

Included means nothing to pay. A visit that uses up a package or membership allowance now shows the service as Included, and the patient owes nothing for it. Before, its invoice billed the full price.
Clinic codes. Price codes of your own that aren't CPT codes, such as a monthly program code. Type one in the code picker and choose Use … as a clinic code. Clinic codes price invoices but are never sent to insurers.
Charges per service. A service's Claim lines can carry their own Charge / unit, such as an adult and a pediatric version of the same code. Leave it blank to use the fee schedule.
Default prices as a percent. Set a Default self-pay price for codes you haven't listed, and a Default charge and Default expected allowed for each payer.
Import into a plan or a level. Import a spreadsheet of codes straight into a membership or a pricing level. Sheets exported from another practice system work too, title row and all.

And more

Leads

More than one converted status. Under Settings → Growth → Leads, add converted statuses of your own, such as one for leads who booked and one for leads who joined a membership. Choose the Status when you convert a lead, and move converted leads between them later.

Website widgets

Forms that open filled in. On pages that already know who's visiting, such as a patient area, the chat, contact and booking widgets can open with the visitor's name, email, phone and date of birth filled in. The Prefill part of each widget's embed instructions lists what to add.