Client Profiles
How to manage your patients’ accounts and details.
13 articles
- Enhanced Free Service Management and RedemptionJanuary 2025
- How to Issue Refunds from the Admin Portal
- Add RepeatCash to a patient’s wallet (Admin Panel)Learn how to add RepeatCash to a patient’s Wallet from the Admin Panel, including required reasons, Paid vs. Gift types, and permission requirements.
- Manage free services for rewards and offers (Admin Panel)Learn how to create, edit, and archive free service configurations for rewards, special offers, and automated offers so patients can redeem the right services with the right rules.
- Adding and removing visits
- Blocking suspicious app users
- Cancel a membership for a patient (Admin Panel)Learn how to cancel a patient’s membership from the Admin Panel, including required cancellation reasons and what happens to benefits through the end of the billing cycle.
- Make edits to your client profiles
- View and Redeem a Client’s Services and Rewards
- View Patient Order History
- Issue Full and Partial Refunds (Admin Panel)Learn how RepeatMD handles full refunds, partial refunds, membership renewal refunds, and refunds for financed purchases, including who can process what and how long refunds take to land.
- Export Your Client List (Admin Panel)Learn how to download a CSV of your full client list from the RepeatMD Admin Panel for reporting, marketing, or migration.
- What happens after membership cancellation (Admin Panel)Learn how to explain post-cancellation access, rewards, and treatments so your team sets accurate patient expectations before and after a membership is canceled.