Learn about the New Feature: Custom Plans for Patients Without Accounts
How It Works:
When the staff member or provider sends the patient’s Custom Plan (to a patient without an account), an incomplete account is automatically generated for the patient using the information described below.
When the patient proceeds to checkout, they will be prompted to create a full RepeatMD account.
Note: Until the patient signs up, these patients will only be visible in the “Custom Plans” section (not in the Clients list).
Patients who have not created an account will not receive any marketing text messages from the app.
How to send a Custom Plan to a patient without an account:
If you create Custom Plans for patients who don’t yet have a RepeatMD account,
Click 'Create a new client' below the client drop-down.
2. Then enter:
Phone number
First and last name
Location (if you have multiple locations)
3. Continue creating the custom plan as usual. Learn now here
Note: Until the patient signs up, they:
• Appear only in your Custom Plans section
• Do not receive marketing texts from your app
Watch How to Send A Custom Plan to a Patient without an Account
Step-by-Step How-To (expand)
Step-by-Step How-To (expand)
Step 1: Access the Admin Portal
Log in to the Admin Portal using your credentials.
Step 2: Navigate to the Custom Plans Page
Select the Custom Plans option from the admin dashboard in the left-hand menu.
Step 3: Initiate a New Plan
Click on the 'Create New Plan' button
Step 4: Create a new client
Click 'Create a new client' below the client drop-down.
You will see the new fields to fill out, enter.
Phone number
First and last name
Location (if you have multiple locations)
Step 5: Add Plan Components
Incorporate necessary components, including:
Plan Name
What's included, etc, as with creating a standard custom plan
Step 6: Save the Custom Plan
After completing the plan, click 'Create and send plan,' and it will be sent to that patient.
Editing Custom Plans for Patients Without Accounts
Staff and providers can edit patient details (e.g., name, phone number, location) if incorrect information was entered when creating the plan.
Once patients create their account, their information will no longer be editable through the Custom Plans feature.
Staff members in the Admin Portal can still update the patient’s information through the patient’s profile in the “Clients” page.