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Mastering Your Daily Tasks

  • Why does the balance alert on the appointments tab show a different amount than our practice management system?
  • What does the “Patient responded to your text message in a way RevenueWell could not recognize” alert mean?
  • Which patients get included in the RevenueWell enrollment form print out?
  • What does the business hours setting control?
  • Can a patient who is "Offline" still log in to the patient connect portal?
  • How does RevenueWell know how many new patients we've had in the past 30 days?
  • What is the "Quick Tags" section in the Patients tab for?
  • In the patients tab, what do the statuses "Inactive," "Online," and "Offline" mean next to a patient's name?
  • How do I dismiss alerts?
  • What criteria can I use to search for a patient in the patients tab?
  • Can patients see the notes in the "Visits" section from their profile in RevenueWell in their Patient Connect 365 portal?
  • Can we delete a negative review or survey from RevenueWell?

Featured Videos

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Send treatment plan follow-ups via email, text, and direct mail.

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Recall campaigns for unscheduled patients who are almost due.

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Manage Facebook and Twitter profiles with the Social Media Tab.

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Manage how and when appointments are confirmed.

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Reactivation campaigns for patients who are 9, 12, and 18 months overdue.

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See and manage reviews with the Feedback Tab.

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