Topic List

0
Answered

How to Make A Thread Private?

Janine Adams 1 year ago in Sites • updated 1 year ago 3

How can i make this thread private so everyone doesn't see my patient's details?

Answer
Janno 1 year ago

Hi Janine,


Sorry that ticket was public, I didn't know how to make a private one but have learned since. Shouldn't be a problem moving forward.


Thanks,

Janno

Level 1 Support

0
Answered

Which callers go to Concierge?

Janno 1 year ago in Accounts • updated by Janine Adams 1 year ago 4

What phone numbers does the cloud software appointment system recognize in Spinalogic so it doesn't direct all calls to the Concierge. I thought Jenna had set it up that numbers it didn't recognise (3 appointment's in) would come to Zurili others to us.

Answer
Janno 1 year ago

we use scenario 1. forward everything on a Wednesday and Friday arvo. But i just want answered the NP phonecalls. I have changed the settings to 'known callers - with no previous appointments completed' (and also to take unknown callers). Is this correct?

0
Answered

Need clients to arrive 15min before appointment

Janno 1 year ago in Appointments and Resources • updated by LoriMann 1 year ago 1

We tell NPs 15 minutes before we book them in. Obviously this isn't going to work with Zurili. How do you guys do it?

Answer
Janno 1 year ago

Hi Janine, 


That should be no problem.


In the Appointment Template (AT) there is a booking script used by the concierge everytime they book with that AT. If you include the requirement that they arrive 15min early in there, the concierge will say it. 


There is also a Online-Booking Script in the AT where you can say the same thing that will be shown to the Client at the end of their online-booking wizard. 


Finally, if you really want to make sure, you can create an automation to send a SMS confirming this requirement.


You can see info on all the options of and AT here: Appointment Templates. If you want to know more about automations, see: Automating Messaging


Thanks,

Janno

Level 1 Support

0
Answered

Client missing after sync

Janno 1 year ago in Appointments and Resources • updated 1 year ago 5

Just looking at the bookings today on the dashboard the concierge couldn't find a patient 'xxx xxx'. He is definitely in Spinalogic but archived. I couldn't bring him up on the dashboard/ cloud system either. (I couldn't find me on the cloud appointment book either & I am in Spinalogic archived too)

Answer
Janno 1 year ago

Hi  Janine,


I needed to delete your previous reply right away because of the sensitive information being displayed.


< I think he comes up now in Zurili because he came in for an adjustment last week?

You are correct we did only have his abbreviated name in our records, but it shouldn't matter should it?


Here is another patient who doesn't come up, < xxxx xxxx > - last adjustment August 2017, phone number xxxxxxxxxx, date of birth xx/xx/xxxx - we have her full name in the records - is there something else we are missing? >


We checked the Syncrotron and there was a bug, it was a design-flaw in the Syncrotron more than a bug. A client was synced if they were created within the last 12 months or had an appointment in the last 7 days. So those were created ages ago, but with more recent appointments were missed. That is now fixed and the update released. To apply, please restart the Syncrotron and accept the update.


It will find and offer the update, you will need to accept it. When it finishes resyncing, you can check for the missing client in Zurili and advise.


Let me know how it went.


Thanks,

Janno

Level 1 Support



0

Take Payment

Dr Chad Esaiah 2 years ago in Other • updated by Richie Rich (Level 2 Support) 1 year ago 1

I just saw a patient and created an invoice. He paid cash and I am trying to create a payment record but whenever I press the "create" button nothing happens

Answer

Hi Chad,


Billing is still under development. Feel free to play with it and give feedback, but it's not quite done yet. I'll let you know when it is.

0
Fixed

Wrong voicemail message

Keiran 2 years ago in Concierge • updated by anonymous 12 months ago 5

Unanswered calls yesterday were sent to the wrong practice's voicemail message, on three separate occasions to my knowledge. Each of the calls was sent to a different voicemail for three different practices. All different clients.

Answer

As noted in ticket #170, this is now resolved.

Specifically: when calls could not be taken by the Concierge because they were all on other calls, the caller was placed in a queue. The message given on entry to the queue sometimes identified the incorrect practice. Otherwise, the call was handled correctly, but of course this was quite disconcerting to the caller.

Anyways... fixed :)

0
Completed

Available times

Dr Braxton Turnage 2 years ago in Appointments and Resources • updated by Richie Rich (Level 2 Support) 1 year ago 1

If appointment is booked outside of available region - include in calculation for available times.

Answer

Hi Dr Braxton, This if fixed in latest update. Tell me if you have any further trouble :)

0
Completed

appointment times booked only if free space

Dr Braxton Turnage 2 years ago in Appointments and Resources • updated by anonymous 1 year ago 2

New Patient appointment - would like to only be booked when consecutive free times showing. (not in gaps)

Answer

This behaviour has just been upgraded in the latest update. Please take a look and tell me how you go :)

0
Answered

app notifications

Ben 2 years ago in Dashboard • updated by Richie Rich (Level 2 Support) 2 years ago 1

Is there some way that accessing zurili through chrome on my phone can be enabled with push notifications of some kind? So we know when an sms comes in that we need to triage?

Answer

Hi Ben,


It's a great question. As you know, you get notifications on your desktop, but your phone puts chrome to sleep so you don't see those unless Chrome is active. Pretty useless.


We have started work on a phone app specifically to address this issue and also to allow Zurili phone calls to be directly answered on your phone using the app and keeping your private phone details private. It's a little way out but development has started and it's pretty cool ;)


In the meantime, you'll just have to check on your phone from time to time.

0
Completed

Client Payment in Advance

Dr Chad Esaiah 2 years ago in Client Billing • updated by Richie Rich (Level 2 Support) 2 years ago 1

Hi

Clients in in the Cooks like to see me multiple times during the week that I am on the Island and usually pay for them in advance. Can I receipt their pre-payment in Zurili? Is there means to send receipts via sms automatically once they have used a portion of their pre-payment?

Answer

Hi Dr Chad,

You can take a pre-payment an then use that for each subsequent billing, no problem.

You can then generate their receipt as a pdf and send using your usual email client. We will have direct email of receipt from Zurili shortly. It's in the near-term roadmap