Product Release - January 2023

Created by Emily McClendon, Modified on Fri, 19 Jul at 11:17 AM by Alyssa Elso

Featured Updates

  • Online Appointment Booking | Collect Credit Card: You can now collect credit card information when patients book appointments online. [Setup Guide]

  • Patient Refresh Button: Use this button to quickly update a patient’s information if you’ve made changes in your PMS. For example, if you update a patient’s treatment plan, you can sync the changes immediately. 

New Features Coming Soon

  • Patient Flow: Manage and view each patient’s status all on one page, including when they are expected, checked in, seated, and checked out.

  • Team Chat: Communicate with your team directly through Practice by Numbers.

Other Changes

  • Online Appointment Booking: Improved settings for custom questions.

  • Revenue IQ Patient Finder: Added a "Next Visit Date" column and updated the "Date" column to "Last Visit Date."

  • PbN Forms PMS Alerts: Alerts will be maintained even if you reset your forms.

  • Consent Forms: Tooth numbers will now auto-populate in consent forms.

  • Real-Time Appointment Updates: New appointments created in the PMS will now appear in Patient Flow instantly.

  • Patient Information Window Alert: An alert will now show if a patient needs to fill out a recommended consent form.

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