EMBODI Simplifies Care: Introducing Patient Account Grouping 🚀

We've heard your requests, and we're thrilled to announce a game-changing feature designed to simplify life for both your patients and your clinic staff: Patient Account Grouping is officially live in EMBODI!

Say goodbye to the confusion of patients juggling separate cash, insurance, or accident accounts. This release delivers a seamless, unified experience for your patients and a dramatically cleaner view for your providers.

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✨ Patient Account Grouping Is Live!

You know those patients who end up with multiple accounts in the EMR? The ones that complicate scheduling, rewards, and care plans? EMBODI now magically links these accounts together if they share the same name, date of birth, and phone number, presenting one cohesive profile while keeping your provider dashboard organized.

Here's how this transformative update streamlines your practice:

For Your Patients: The Unified Experience 🥳

Your patients will enjoy a single, simplified portal to manage their care:

• 🗓 One View for Appointments: All linked appointments now appear together in one tidy, comprehensive list.

• 💰 Pooled Reward Points: Points from every account—even retroactively—combine into one glorious total.

• 🤸 Smarter Exercise Plans (HEP): Duplicate Home Exercise Programs are gone. We now show only the one furthest along, simplifying progress tracking for patients and providers.

• 📞 Simplified Scheduling: Patients with multiple accounts will be prompted to call to schedule new appointments to ensure proper account allocation. (Reschedules still work like normal!)

• 📲 App Update Required: Please remind your patients to update their mobile app to immediately access these new features.

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For You (Providers): A Cleaner, Smarter Workflow 🧠

Your dashboard just got a whole lot simpler and more powerful:

• 👀 Linked Accounts in One View: You can now easily switch between a patient’s linked accounts right from the patient detail page. Accounts auto-link if they share the same name, DOB, and phone number.

• 🌟 Primary Account Designation: You have the ability to set a Primary EMR Account that all grouped accounts automatically connect to, establishing the core record.

• 💳 Simplified Billing: RTM (Remote Therapeutic Monitoring) billing now applies only to the Primary Account for cleaner, simpler reporting.

• 💬 Streamlined Messaging: Secure messages and patient requests (reschedules, symptom updates) all tie directly to the Primary Account, centralizing communication.

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🐞 Bug Fixes & Enhancements

Our developers have been busy squashing bugs and fine-tuning features:

• 🧮 SMS Credit Fix: Multi-segment messages and special characters now calculate credits correctly. (Pro tip: Power users—double-check your templates to stay aware of any new credit totals.)

• ⏰ Patient Reschedule Fix: Late-evening reschedules now work perfectly, eliminating blocked time slots.

• 🔗 Community Link: A direct link to our EMBODI Community page is now live in your Support menu for easy access.

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💬 Join the Conversation in the EMBODI Community!

Ready to dive deeper into the new Account Grouping features? Head over to the EMBODI Community!

You'll find a dedicated post all about these updates. Drop your questions, share your feedback, and connect directly with other providers and the EMBODI team. We’re building this for you and with you!

👉 Visit the EMBODI Community

Thank you for being a vital part of the EMBODI family!