Click on the ‘Block Calendar’ button at the top left corner of your Calendar screen. A pop-up window will appear where you can select ‘All Day’ or ‘Block Slot’. After you enter the relevant details, the details of appointments be to cancelled due to overlap of time slots will be listed below. When you hit […]
Author Archives: Practo
How to Use the Block Calendar Feature on Ray 6
Click on the ‘Block Calendar’ button at the top left corner of your Calendar screen. Enter details of date and time of the duration for which you will be unavailable. If you already had appointments for the time being blocked on the Calendar, a notification of these will appear on the right side listing all […]
Adding a Bill
1. Hover over the name of a patient on the Calendar, and select ‘Add Bill’ from the hovercard. 2. The following window will pop up. If you start typing the name of a procedure suggestions will appear and you can select the appropriate procedure. If the procedure you want to add is not on the […]
How to Improve Your Data Security
1. Select ‘Settings’ from the list of options on the left side of the screen. 2. Select ‘Data Security’ under ‘Settings’. Here you can enable ‘2-Factor Authentication’ to add an extra layer of security to your Practo account. 3. When you click on the checkbox next to the ‘2-Factor Authentication’ option, this window pops up. […]
How to Make Changes to the Pricing Catalog
1. Select ‘Settings’ from the list of options on the left side of the screen. 2. Select ‘Pricing Catalog’ under ‘Settings’. If you had previously added procedures to your practice, they will be visible here. 3. Click on the ‘Add’ button at the top right corner to add new procedures. 4. A new window will […]
How to Change Communication Settings
1. Go to ‘Settings’ among the list of options on the left side of your screen. 2. Select ‘Communication’ under ‘Settings’. The default or customised settings from the time your Ray account was set up will be visible here. 3. Using the checkboxes beneath ‘SMS’ and ‘Email’, you can decide what all communications will be […]
How to Create an Event
1. Events are usually created to show the doctor’s unavailability for extended periods of time. Click on the start time on the relevant date and select ‘Event’ from the pop-up window. 2. If the event is only for a few hours then you can mark off those hours as an unavailable on the Calendar. 3. […]
How to Add Planned Procedures
When you schedule an appointment for a patient, it is possible to add the reason for visit to the clinic, such as consultation, follow-up or name of procedure scheduled for the patient. 1. Select the ‘Planned Procedure’ tab from the pop-up window where you enter patient details to schedule appointments. 2. You can do the […]
How to View the Patient Schedule of Individual Doctors
1. When you open the Calendar you will see the appointments of all doctors of the practice listed. 2. To see the schedule of any individual doctor, click on the respective doctor’s name from the list on the left side of the screen and you fill get a filtered view of that doctor’s appointments alone.
How to Edit Other Staff of Your Practice
1. You can add or remove Other Staff to your practice any time you want. Go to ‘Settings’ among the list of options on the left side of the screen. 2. Select the ‘Practice Staff’ option under Settings and click on the ‘Other Staff’ tab to make changes. Here, all the existing staff members will […]