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Understanding Business Insights with RepeatMD
Learn how to account for RepeatMD transfer credits in the Daily Sales Summary, RepeatMD Reconciliation Report & Payment Methods report… If you refund an invoice with a RepeatMD Item on it, RepeatMD items will not go back to the wallet, instead… RepeatMD > Daily Sales Summary
Getting Started with Your RepeatMD Integration
To activate this integration, you will need an active account with RepeatMD and an Accelerator account with Aesthetic Record… Send RepeatMD Invitations to Clients via SMS Accessing RepeatMD Membership Benefits & Configuring Membership… Log in to your RepeatMD admin panel at https://admin.repeatmd.app/login 2
Send RepeatMD Invitations to Clients via SMS
Invite Patients to sign up for RepeatMD by sending the pre-configured invitation link through their Patient Wallet… Locate and click RepeatMD at the bottom of the list. 3… the right of the RepeatMD Wallet section
Accessing RepeatMD Membership Benefits & Configuring Membership Badges
Setting Up RepeatMD Memberships… RepeatMD Membership Badging… You must have memberships already available for sale in your RepeatMD portal in order for this feature
Redeeming Units, Value, Membership Benefits and Transfer Credits via the RepeatMD Wallet
This RepeatMD Payment will show up in your Business Insights as a sale with the payment type RepeatMD… The unit cost is $250 from RepeatMD and our cost on the AR invoice is $235… Locate the RepeatMD Balance Transfer area, and click on it. 29
Book an Out of Office Event
If you want the OOO event to repeat, select the frequency from the dropdown menu. 7… If the event does repeat, you can select it to end on a certain day or after a certain number of times… This only applies to the same OOO event if you selected for it to repeat. 12
Adding, Editing & Deleting Provider Schedule Templates
If you want to put a stop date on your template, deselect Repeat Indefinitely, and chose the end date… Repeat the process for adding a new template… Inside the edit menu, you can change things like Repeat Until date or change your hours & days
Qualiphy - Integrated GFE Partner
right hand side Paste the API key into Aesthetic Record Click Enroll in AR Repeat… or N/A N/A means that at some point during the call, there was a technical issue, and despite repeated
Use Lock Mode for Consent Signing and Questionnaires
You can repeat the same process for your consents
eFax Configuration - Creating Templates & Favorites
Repeat this process until you've finished all your templates! 5