Legacy Settings Tab

Welcome to the Legacy Settings tab! Here, you can manage many aspects of your RevenueWell account including your PatientConnect365 Microsite, Account Users, Paid Feature Usage, and Communication Settings. This article will explore the essential Marketing Platform settings editable from the Legacy Settings tab.

  • Practice Info in Settings controls business information displayed on your PatientConnect365 Microsite and your campaign communications. This information should be kept up-to-date and accurate so current and prospective patients can understand your practice's services, review accepted insurance and payment options, and easily get in contact with you.

    What is the PatientConnect365 Microsite?
    Your PatientConnect365 Microsite is a special landing page for your practice on PatientConnect365, an online registry of dental service providers across the US. On this site, people can search for dental care in their area and browse available providers nearby. The microsite is an effortless way to generate new patient leads, increase brand awareness, and identify untapped patient demographics in your area.

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    1. Under Business Info, enter simple but important information about your practice. This information is crucial for your practice microsite and also used in other areas of Marketing Platform where general practice information is referenced, like in the footer of campaign emails or campaign merge fields.

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      • Microsite Preview
        As you add practice information, you can see the changes on your PatientConnect365 microsite. Select "See my Microsite" to open your practice microsite in a new tab.

      • General Practice Info
        Your General Practice Info is populated during your account setup process. You can edit everything except for your practice name at any time. Make sure to add accurate information for each field:

        • Practice Address
        • Main Phone Number
        • Fax Number
        • Practice Website
        • Practice Description
      • Your Microsite Special
        Add coupons, deals, and discounts to your microsite under Microsite Specials. With the 'Create a Special' feature, you can:

        • Configure your coupon details.
        • Choose which coupon(s) to display.
        • Preview built-in or new coupons.

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      • Practice Attributes
        The five sections below let users select practice attributes they'd like to be displayed online:

        • Services Offered
          Click "Edit Services" to add each service offered by your practice. If a service isn't listed, click "Add another service" to include it on your microsite.
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        • Insurance Accepted
          Click "Edit Accepted Insurance" to add or remove insurance carriers. If an accepted insurance company isn't listed, click "Add another company" to include it on your microsite.
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        • Languages Spoken
          Click "Edit Languages" to change the languages shown on your microsite.
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        • Payment Methods Accepted
          Define the payment methods your practice accepts. Selecting credit card types enables patients to make payments using these cards on Patient Connect. If none are selected, the "Make a Payment" option is removed from the Patient Connect portal.
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        • Your Team
          Add information about your staff members, which will be displayed on the microsite. You can rearrange team members by dragging and dropping using the "Reorder" icon. 2024-06-06_15-46-41.png
        • Your Media
          Add pictures or YouTube videos that will appear on your microsite. Rearrange media by dragging and dropping using the "Reorder" icon.
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        • Your Certifications and Memberships
          Add images to display certifications or memberships on your microsite. Rearrange images by dragging and dropping using the "Reorder" icon.
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    2. Under Business Hours, define your practice's operating hours. This information is displayed on your microsite and impacts the patient request form, preventing appointment requests during non-operating hours. Select your standard business hours using the drop-down options for each day of the week.

      Use the Special Notes field to indicate any special circumstances related to your schedule, such as alternating schedules or lunch hours. These notes will appear on the microsite directly below the business hours.
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      Under Holidays & Special Day Hours, designate days that differ from your standard hours. This is not displayed on the microsite, but patients cannot request appointments during these times.

      You can add multiple "special hours" days by clicking "Add a day with irregular hours." These entries will automatically clear once the date has passed.
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    3. Under Online Appointment Booking, you can configure details related to the Online Scheduling feature.

      Find Appointment Request Response and edit the confirmation message patients will receive when they request an appointment through Online Scheduling. This message should confirm that you've received the request and let them know that someone from the practice will contact them soon. Turn this feature on or off using the button in the top right corner and edit the response by clicking "Edit Message."

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    4. In Logo and Web Appearance, upload your logo and a banner to be displayed on your communications, web forms, microsite, and PatientConnect portal. This helps maintain branding continuity and makes patients feel welcome.

      RevenueWell uploads your practice’s logo during onboarding, ensuring it’s properly sized for all communications, print, and web. You can change the logo anytime by clicking the “Choose a logo” link, which opens the Image Library interface.

      During setup, you can choose from several stock banners or upload your own. Follow the sizing dimensions listed on the page to ensure your banner displays correctly across all media.
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      The Web Appearance Preview lets you see your logo and banner side by side, giving you a sneak peek of your online presence and communications.
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  • User Management in Settings allows Managers to regulate user details. Here, Managers can add users, delete users, edit user communication settings, change user access levels, and assist with password resets.

    With RevenueWell Marketing Platform, the number of users in your office is unlimited. If you need to create, delete, or change current users, contact your office administrator or manager for assistance. RevenueWell representatives cannot perform functions related to user management.

    • To add a new user to your account, follow these steps:

      1. Open Settings.
      2. Click "User Management" under Account Management.
      3. At the bottom of the "Authorized Users" list, click "Add a new user."
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      4. Enter user information.
      5. Select desired user settings (see Edit User for option descriptions).
      6. Click "Create User" to save.
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    • When you click on a user in your Authorized User list, you can edit their user details:

      Name: First and last name required.

      Email: The email where the user will receive password reset instructions and notifications from selected Communication Preferences.

      Role:
      • Manager: Can access User Management
      • User: Cannot access User Management
      Status:
      • Approved: Users can access RevenueWell with their set credentials
      • Inactive: Users cannot access RevenueWell with their credentials and will be shown a message, “Your account has been temporarily suspended. Please check with your manager to regain access”
      Communication Preferences:
      • Alerts: The user will receive emails for Marketing Platform alerts.
      • Incoming Text Messages: The user will receive emails about incoming patient text messages in addition to receiving an alert on the home screen.
      • Daily Activity Report: The user will receive a daily report detailing which appointments were confirmed on that day and which patients changed their contact info.
      • Weekly Activity Report: The user will receive a weekly email report detailing practice productivity and generated revenue through Marketing Platform.
      • Enable Desktop Alerts: The user will receive incoming messenger alerts on their desktop
    • To send a password reset request to a user on your account, follow these steps:

      1. Open Settings
      2. Click "User Management" within the "Account Management" section
      3. Within your "Authorized Users" list, click the username of the person you'd like to send password reset instructions to.
      4. At the top of their user settings page, click "Send password reset request."
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      5. Click "Save Changes."
  • Billing & Usage in Settings allows you to run usage reports and access analytics for chargeable services like automatic voice calls and direct mail. Click on a "Usage Summary" link for a specific billing cycle to open a window showing aggregate usage statistics for voice calls, custom direct mail campaigns, and automatic direct mail campaigns.


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    For more information, click on the Details link. This will open the reporting tool that allows you to filter usage by various criteria, including:

    • Statement Period
    • Service (By print type)
    • Campaign (By Custom Campaign or Automatic Communication type)
    • Patient Name
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