For security reasons, you cannot change or make updates to any patients phone number at this time. If your client has recently changed their phone number, please email support@repeatmd.com.
The following is what can be edited on your client profiles:
First name
Last name
Birthdate
Email
Referral source
Referral name (if employee or friend is selected for source)
Main location*
*There are a few things to keep in mind when you edit a patient's main location.
Patients are unable to be connected to more than one location at a time. So when you do change that main location, please refer to the use cases below to understand how it will reflect on your Patient Rewards app.
Use case | Expected outcome |
User has active session open on their app while location is changed | Patient app should refresh immediately to reflect the new location. |
User has items in their cart | Services and promotions will stay in the cart as long as they are also eligible at the new location. |
User has previous check-ins and views the visit history page | User will still see check-ins from previous location. |
User has previously earned rewards / has progress via spending or visits to earning next reward | Earned rewards and reward progress are unchanged but any unearned rewards will update to reflect those rewards valid at the new location. |
User has rewards or services that are only valid for previous location and need to be redeemed in-person. | User can continue to redeem them using any redemption QR code. Since these redemptions are in-person, we can assume the practice will be able to say if it's valid or not. |
User has an active or dunning membership that is only valid in their old location | Patient continues receiving and redeeming treatments valid in their original location. If this is undesirable, we recommend the practice cancel the patient's current membership and re-subscribe to one at the new location. |
User has a cancelled membership that is only valid their old location and is still visible in their account on the app | If a patient wants to re-activate a membership that was only offered at the previous location, when they click 'Re-activate membership' in their account it will direct them to the memberships screen on the app to enroll in a membership that is valid for the new location. |
User has a check-in at their old location and tries to check-in on the same day at the new location | The patient remains checked-in for that day, and the check-in is still recorded at the original location. The practice can manage this in the client's profile in Admin Panel. |
User becomes eligible for an automated offer at their previous location AFTER changing locations | Automated Offers will reset to the new location. The patient is no longer eligible for Automated Offers at their previous location. |
Not included in this release:
You are unable to make any changes or updates to a patient's RepeatCash balance at this time.