Overview
For clinics with multiple locations, revenue can easily end up in the wrong place when a patient purchases a service at one location but redeems at another. This feature allows patients to select their booking location during checkout, ensuring payments align with where services are actually delivered. It reduces accounting friction, improves reporting accuracy, and streamlines operations across all locations.
What’s New
Location Selection at Checkout (Patient Experience)
The patient’s homebase is selected by default.
Patients can change the location during checkout.
If items or discounts aren’t available at the selected location, they’ll be prompted to update their cart.
Once the order is placed, the selected location cannot be changed.
Services can still be redeemed at any location, preserving flexibility.
Why This Matters
With this feature, you get:
Accurate Revenue Tracking: Ensures each location gets properly credited for services delivered, reducing accounting confusion and manual reconciliation.
Smoother Patient Experience: Gives patients control over where they receive services, preventing mix-ups and making the checkout process more transparent.
Operational Efficiency: Helps staff prepare for upcoming appointments at the right location, improving resource planning and reducing miscommunication.
Stronger Multi-Location Management: Supports scalability by aligning payment, service delivery, and reporting across multiple locations seamlessly.
Getting Started
This feature is automatically enabled for you if you have two or more locations.
Your team does not require any additional setup.
How It Works
For Patients (in the App)
Patient proceeds to checkout when purchasing services in the app.
They review the “Booking Location” section, which defaults to their homebase location.
If needed, they can select a different location where they plan to receive services.
The app checks for availability - if items or discounts aren’t offered at the selected location, the patient is prompted to update their cart.
They complete the checkout, finalizing the selected location.
Once submitted, the booking location cannot be changed.
Note: Patients can still redeem services at any location, even if they differ from those selected at checkout.
Patient Experience: Selecting a location at checkout
Patient Experience Demo Video
For Staff and Admins to apply in the Admin Portal
Navigate to the patient’s profile.
Select the service to redeem.
Choose the redemption location from the dropdown.
Confirm and complete redemption.
Service Reconciliation Report
When a service is purchased at one location but redeemed at another, this will now be visible in the Service Reconciliation Report within the Admin Portal.
Staff and Admins Demo Video
Best Practices & Pro Tips
Discounts only apply if they’re available at the selected location.
Patients can only check out with services available at their selected location.
Train staff to ask patients where they plan to redeem their services - this helps patients choose the right booking location.
Verify the booking location matches patient intent, especially when services are location-specific.
Use the Service Reconciliation Report regularly to monitor mismatched redemptions and purchases.
Common Mistakes & FAQs
Q: What happens if a patient selects the wrong location?
A: Once an order is placed, the location can’t be changed. However, services can still be redeemed at any location.
Q: Why don’t certain discounts apply at checkout?
A: Discounts are tied to the selected booking location. If a location doesn’t offer a specific discount, it won’t apply.
Q: Can patients browse services at other locations?
A: Not at this time. Patients can only shop the catalog for their homebase or selected location during checkout.
Next Steps & Support
Need help? Contact RepeatMD Support by emailing support@repeatmd.com or contact your Customer Service Representative.