This article will guide you through the Legacy Patient Tab, the Contacts App, and the Patient Card—three essential parts of our patient profile system. As we aim to create a more streamlined experience, it's important to understand how these tools currently function. In the coming months, we’ll be simplifying the patient profile by consolidating everything into one unified space, making it easier for your office to manage patient information. In the meantime, familiarize yourself with where to access patient details across RevenueWell.
- The Legacy Patient tab provides access to view and edit key aspects of a patient's profile. Here, you can find their contact information, send messages, invite them to leave a review or complete a survey, update their communication preferences, and more!
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The patient details screen displays key information relevant to RevenueWell, along with settings and activities associated with the patient.
Send Individual Message
At the top of the screen, users can quickly send individual text messages, emails, or letters to the patient without leaving the patient profile.
- Send Text: Clicking this button opens a chat window that shows the patient’s SMS communication history and allows the office to send a text message directly to the patient.
- Send Email: This button opens a modal window where users can enter the subject and body of the email before sending it to the patient. The email will appear consistent with other RevenueWell communications, including the header, footer, and other standard elements.
- Send Letter: Clicking this button opens a modal window for writing and previewing a letter before sending it to the patient. This preview feature ensures that the text is properly formatted and doesn’t spill over to the next page.
Patient Information
This section includes:
- Date of Birth
- Phone Numbers
- Responsible Party Field: Displayed only for dependents. If the patient is their own responsible party, it will show "Self."
- Family Members: Lists all patients on the account. If there are no family members, it will display “None Listed.”
- Next Recall Date
- Insurance Information
- Address
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Communication Preferences
The Communication Preferences panel allows users to view and update the RevenueWell enrollment status and communication preferences for a patient.
- Patient Connect: Indicates whether the patient has created a password to access their Patient Connect account.
- Enrolled: The patient has created a password.
- Not Enrolled: The patient has not created a password.
- Pending: The patient was sent an invitation within the last 30 days but hasn’t completed the process. If the status is "Pending" and the email status is "Online," a “Resend Invitation” link appears to send another invitation.
- Email: Displays whether the patient receives email communications from the practice.
- Online: The patient receives all email messages from the practice.
- Not All: The patient receives some email communications but not all.
- Offline: The patient either doesn’t have an email address on file or has opted out of RevenueWell communications.
- Text Message, Direct Mail, and Phone Calls: Shows whether the patient currently receives these types of communications.
- YES: The patient receives all communications in the category.
- NOT ALL: The patient receives some communications in the category but not all.
- NO: The patient either lacks the necessary information to receive these communications or has opted out.
- Family Messaging: This option appears only if the patient belongs to a family account in the practice management software. It allows users to select which family member should receive appointment confirmations when multiple family members are scheduled on the same day. The default is the responsible party, but this can be changed to another family member on the account.
Important Note: Changes to this setting for one family member apply to all family members on the account!
- Preferred Language: Patients can select their preferred language, with English and Spanish currently available.
- Custom Reminders: Enables users to set a custom Appointment Reminder schedule for the patient. There are three options -
- Global: The patient follows the global setting of the practice.
- Custom - ON: A customized reminder schedule is active for the patient.
- Custom - OFF: A customized reminder schedule is active but turned off.
Clicking “Edit” next to a communication preference expands the area for viewing and editing.
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To Change Reminder Schedule for Patients: The practice user can save or cancel the Custom Reminder Schedule. Saving will apply the current settings as the new default for the patient. Canceling will revert to the previous settings.
Important Note: At this time, only the status of reminder attempts (ON or OFF) can be edited, not individual reminder times.
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Display Custom Reminder Status: The Custom Reminders section indicates whether the patient’s reminder settings have been changed.
- No: The patient follows the practice’s global reminder settings.
- Yes: At least one reminder setting has been customized. Users can view these changes by clicking “Edit.”
Recent and Scheduled Communications
This section has two tabs:
- Recent Communications: Displays communications recently sent to the patient, including the date, type/subject, and status.
- Scheduled Communications: Shows upcoming communications scheduled for the patient, with similar details.
- Patient Connect: Indicates whether the patient has created a password to access their Patient Connect account.
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Treatment Plans
The Treatment Plans table shows all treatment plans created for a patient in the Practice Management Software (PMS).
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Scheduled Appointments: For treatment plans with a "Scheduled" status, the appointment date and time will be displayed.
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Treatment Plan Details: Clicking on the treatment plan name opens a modal window with detailed information about the items included in the plan.
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Treatment Plan Status: The possible statuses for a treatment plan include:
- Accepted: The patient has agreed to the treatment plan.
- Proposed: The treatment plan has been suggested but not yet accepted.
- Referred: The patient has been referred to another provider.
- Rejected: The patient has declined the treatment plan.
- Scheduled: The treatment plan includes a future appointment.
Important Note: Completed treatment plans are removed from the PMS and will no longer appear in RevenueWell.
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Follow-Up Status: Indicates the current follow-up status for the treatment plan:
- Active: The treatment plan is being followed up on according to the practice’s automatic communication settings.
- Suspended: Follow-up is paused, possibly due to:
- The treatment plan being marked as "Scheduled."
- Manual deactivation by the practice.
- A multiple treatment plan alert, which turns off follow-up for certain plans.
- Out of Follow-up Range: The plan is too old for further follow-up attempts.
- Campaign OFF: The treatment plan follow-up campaign is turned off, so no follow-up will occur.
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Automatic Follow-Up Control: The "Automatic Follow-up YES/NO" toggle allows users to decide whether RevenueWell should automatically follow up on a specific treatment plan using the Treatment Plan Follow-up campaign.
- Default Settings: All treatment plans default to "No" for automatic follow-up unless imported with a status of "Accepted" or "Proposed," in which case they default to "Yes."
- Multiple Treatment Plans: When multiple treatment plans are created on the same date and not all are scheduled, RevenueWell will issue a “Multiple Treatment Plan Alert.” This alert sets any unscheduled plans to "No," allowing users to choose which plans to follow up on.
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Visits
Displays all of the patient's appointments, including those scheduled before the practice began using RevenueWell. Information includes: Date, Time, Source, and Amount Spent.
Patient Feedback
Shows any reviews or surveys the patient has submitted to the practice. You can send the patient an invitation to write an online review or complete a survey by clicking the links in this section.
Important Note: These messages are set up through automatic communications under “Thank You Note – Review” or “Thank You Note – Survey.”
Patient Files
Displays files previously uploaded by the patient or the practice. Patients can also access these files through the “My Files” tab on the Patient Connect Portal.
- Uploaded By: Shows the user who uploaded the file. If uploaded by a practice user, it will display the first initial of their first name + last name (e.g., A Nozdrin). If uploaded by the patient, it will simply say “Patient.”
- Add a File: Clicking this brings up a modal window to choose, name, and describe a file.
- Edit/Delete File: For practice-uploaded files, the "Edit File" button is available. For patient-uploaded files, this changes to "Delete File," which opens a confirmation modal window.
Notes
This section is for practice-facing notes about the patient, which the patient cannot see. Clicking “Add a Note” or “Edit Note” opens a modal window where the note contents can be edited.
Important Note: These notes are specific to RevenueWell and are not the same as PMS notes.
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- Contacts house a second view of the patient profile.
To see patients within Contacts:- Click the "Patients" icon within the unified wrapper.
- Here, you can search for patients or browse your patient list.
- Select the patient.
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Actions available in the Patient slide-out widget include -
- Make phone call
- Send text message
- Make video call
- Go to Legacy Patient tab
Also available is the displayed information below (must return to Legacy Patient Tab to edit these). ⬇️
- General: Patient information, contact information, family information.
- Appointments: Next appointment, last appointment and recall date.
- Billing: Insurance, Insurance Remaining, and balances.
- Tasks: Items that practices may want to take action on.
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When you click on a patient's name within the Universal Wrapper or use the "Search for a patient" bar at the top, a slide-out card will appear on the right side of the screen.
This slide-out widget is accessible almost anywhere a patient’s name is displayed (except on legacy pages). It overlays the current page, providing patient context without disrupting the user's workflow. The slide-out remains visible even as the user navigates between pages, until manually dismissed.
Actions available in the Patient slide-out widget include:
- Make a phone call
- Send a text message
- Initiate a video call
- Navigate to the full patient Contact page
Displayed within the widget are the following expandable pages:
- General
- Inbox
- Communication Preferences
- Visits
- Billing
- Alerts & Tasks
