Topic List

0

Take Payment

Dr Chad Esaiah 1 year ago in Other • updated by Richie Rich (Level 2 Support) 11 months 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.

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Fixed

Wrong voicemail message

Keiran 1 year ago in Concierge • updated by anonymous 7 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 :)

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Completed

Available times

Dr Braxton Turnage 1 year ago in Appointments and Resources • updated by Richie Rich (Level 2 Support) 11 months 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 :)

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Completed

appointment times booked only if free space

Dr Braxton Turnage 1 year ago in Appointments and Resources • updated by anonymous 8 months 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 :)

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Answered

app notifications

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

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Completed

Client Payment in Advance

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

0
Not a bug

Message not reading correctly.

Dr Chad Esaiah 1 year ago in Other • updated by Richie Rich (Level 2 Support) 1 year ago 3

Hi, I created an SMS template for contacting patients that I havnt seen in a while. but it doesnt read correctly. The template is:

hi client.firstName. Just letting you know that appointment.resources is back on Island this week. Go to Chiro in Raro facebook page to book or message him. Thanks Rebecca.

But instead of using my correct name Dr Chad Esaiah it still says DrFakeDr. 


Also can I send an SMS to multiple patients at once? I tried and the system doesnt seem to like sending to lots of clients at once. Is there a limit?

Answer

Hi Dr Chad,

1. It says 'DrFakeDr' as a placeholder to show kind-of what it would look like when you send. This is normal and correct behaviour. Of course, when you send, that will be set to your name ;)

Remember, appointments could be with different Resources, so Zurili will slot in the correct one at send time. It's just that you probably only have yourself at this point.

Btw, if you want, you could add a link to book directly in your sms. Take the link you want to use from http://localhost:3001/settings/setup/online-booking . Of course it will be a bit long. But you can use a service like http://bit.ly to shorten it and add it to your message template. That way, they can go to book direct without having to go via FB.

2. Yes you can send an sms to multiple clients. If sending a manual sms, just add each client you want to send the message to in the About box at the top. You can use the '+' button to add a number of someone that isn't in your client list too if you want.

0
Completed

Daylight Savings time

Ben 1 year ago in Other • updated by Richie Rich (Level 2 Support) 1 year ago 2

Why is it that my live zurili on my main computer accurately reflects times of events in my timezone (QLD time), but when i access it via my phone through the app/chrome it has the times in what appears to be eastern daylight savings time?


This is frustrating and inaccurate

Answer

Hi Ben,

We have come across this at another site. The problem was that their pc was set to Sydney time, not Brisbane so when daylight savings changed last weekend, they updated that setting. Of course the Syncrotron doesn't know this has happened so doesn't resync. Here's what to do:

1. Fix the timezone setting in your pc

2. Restart your pc

3. Pause the syncrotron

4. Hit the 'Full Sync' button top-right in the syncrotron.

5. Restart the syncrotron syncing (hit the big grey button top-left)

Fixed. :)

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Planned

sms received on client cell phone to have link to integrate appointment with their phone calendar

Dr Chad Esaiah 1 year ago in Appointments and Resources • updated by Richie Rich (Level 2 Support) 1 year ago 1

Hi Richard


One of my patients is a computer wiz and he asked if he could get a reminder that could synch the appointment into his google calendar on his phone. Wouldn't that be cool. Not only do they get autamted reminders but they can get a txt about their appointment that syncs with their calendy so they can plan around their appointment.

Answer

Yes. It is a good idea. I've added it to the roadmap.

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Under review

New Zealand voice number and US sms number.

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

Hi Richard. I am in the process of getting my website done for my new practice in Redcliffs Christchurch. It needs a landline number and I have purchased a New Zealand number for voice because its cheap enough and I have a US number (does voce and SMS) for sending SMS messages because the US is really cheap. Will this work. So far I have not been able to get the NZ number to dial my phone and I cant dial it. Any suggestions