Marketing Platform Settings

Welcome to the RevenueWell Settings tab! Here, you can manage many different aspects of your RevenueWell account. In this article, we will explore how to manage practice information and account settings.

  • The Practice Info section of your settings will impact the information displayed in your communications and on your practice microsite.
    1. The Business Info section allows you to set up basic information about your practice. Much of this information is displayed on your practice's microsite and used in other areas of the application.


      • Microsite Preview
        Clicking on "See my Microsite" opens the practice's microsite in a new tab, allowing you to preview any changes you've made.

      • General Practice Info
        This section is populated during setup but can be adjusted by the user, except for the practice name. The Practice Description field lets you provide a brief introduction to your practice as you would like it to appear online.

      • Your Microsite Special
        This area controls what is displayed in the coupon section of the microsite. It allows you to:
        1. Specify whether you want a coupon to be displayed.
        2. Configure your coupon.
        3. Preview built-in or new coupons.


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

        1. 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.

        2. 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.

        3. Languages Spoken
        Click "Edit Languages" to change which languages are shown on your microsite.

        4. 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 no credit card types are selected, the "Make a Payment" option is removed from the Patient Connect portal.

        5. 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

    2. The Business Hours settings allow users to define the practice's operating hours. This information is displayed on the microsite and impacts the patient request form, preventing appointment requests during closed hours.

      Dropdown menus allow you to specify the practice's standard operating hours.

      The Special Notes field enables the practice to indicate any special circumstances, such as alternating schedules or lunch hours, related to business hours. These notes will appear on the microsite directly below the business hours.2024-06-03_15-27-17.png

      The Holidays & Special Day Hours section lets users designate days with deviations from the standard hours. Although not displayed on the microsite, patients will be unable to request appointments during these times.

      Users can add multiple "special hours" days by clicking "Add a day with irregular hours." These entries are automatically cleared once the date has passed.2024-06-03_15-27-24.png

    3. In the Appointment Request Response section, you can create the message that gets sent to patients when they request an appointment online. This message confirms that we've received their request and lets them know that someone from the practice will be in touch soon.

      Easily turn this feature on or off using the toggle button in the top right corner, and edit the response by clicking "Edit Message."

    4. Here, you can upload your logo and select or upload a banner to be displayed on your communications, web forms, microsite, and the Patient Connect 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 clear appearance in 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. To ensure your banner displays correctly across all media, follow the sizing dimensions listed on the page.2024-06-03_15-27-44.png

      The web appearance preview section lets you see your logo and banner side by side, giving you a sneak peek of your online presence and communications.2024-06-03_15-27-53.png
  • Within the User Management section Managers are able to add and delete users, edit user communication settings, and more!

    With the RevenueWell Marketing Platform, there is no limit to the number of users you can have in your office. If you need to create, delete, or change current users, contact your office administrator or manager to assist. RevenueWell representatives cannot perform functions related to user management.

      1. Open Settings,
      2. Click "User Management" within the "Account Management" section,
      3. At the end of your "Authorized Users" list, click "Add a new user."
      4. Enter user information.
      5. Select desired user settings (see toggle below for descriptions of each option).
      6. Click "Create User" to save.2024-06-06_14-20-56.png
      1. Name - First and last name required.
      2. Email - This is where the user will receive instructions to set up a password and any chosen notifications from their selected "Communication Preferences"
      3. Role
        • Manager: Able to access User Management
        • User: Unable to access User Management
      4. Status
        • Approved: Users will be able to access RevenueWell with their set credentials
        • Inactive: Users will not be able to 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”
      5. Communication Preferences
        • Alerts: Determines whether the user receives emails for those RW alerts that include email notifications
        • Incoming Text Messages: The user will receive an email about any incoming patient text messages. Additionally, they will receive an alert about an incoming text message on the home screen
        • Daily Activity Report: The user gets a daily report detailing which appointments were confirmed on that day and which patients changed their contact info
        • Weekly Activity Report: Every week, users receive an email report detailing the activities and revenue that the system brought into the practice
        • Enable Desktop Alerts: User will receive incoming messenger alerts on their desktop
      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."
      5. Click "Save Changes." 
  • The Billing & Usage section allows customers to access and run Usage Reports to view statistics for chargeable services like automatic voice calls and direct mail.

    By clicking on a "Usage Summary" link for a specific billing cycle, you can open a modal window showing aggregate usage statistics for voice calls, custom direct mail campaigns, and automatic direct mail campaigns.


    For more detailed information, clicking on the Details link will open the reporting tool, where you can filter usage by various criteria, including:

    • Statement period
    • Service (by print type)
    • Campaign (by custom campaign or automatic communication type)
    • Patient name