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Tip of the Week

Travel Securely: New Trusted Devices Feature

Chelsea avatar
Shared by Chelsea • June 10, 2025

If our system detects that you're attempting to log in from an international location, an One-Time Password (OTP) will now be required to complete your login.

This extra step helps protect your account from unauthorized access.

To make your international logins simpler, you can now add your frequently used devices to a list of Trusted Devices. Once a device is trusted, you will bypass this OTP security step when logging in from that specific device, even when you're abroad.


How to Add a Trusted Device:

Step 1: Go to Settings in your SeriousMD account via web

Step 2: Navigate to Security > Trusted Devices. You can also directly access this section via: https://seriousmd.com/doctor/app/settings/security/trusted-devices

Step 3: Click the "Trust This Device" button.

Step 4: A new window will appear. Simply add a recognizable name for your device (e.g., "My Clinic Laptop," "Personal iPhone") and enter your account password to confirm.

Once added, this device will be recognized by SeriousMD, allowing you to log in without the additional OTP when accessing your account from outside the Philippines.

Improvement
Feature
Announcement

New Vital Available: Track Body Surface Area (BSA) on SeriousMD Web & iOS!

Chelsea avatar
Shared by Chelsea • June 04, 2025

We're excited to announce the addition of Body Surface Area (BSA) as a new vital sign you can now track for your patients!

This feature is available on both our web platform and the SeriousMD iOS app, providing you with more comprehensive patient data.

How to Access and Add BSA to Your Vitals List:

Step 1: Open any patient record in either the SeriousMD web platform or the iOS app.

Step 2: Navigate to the Vitals tab.

Step 3: Click on the '+' (plus) icon to add a new vital entry.

Step 4: Next, click the (...) icon located at the top right, then select 'Edit Default Vitals'.

Step 5: Scroll down until you see the 'Other Vital Types' section.

Step 6: Under 'Other Vital Types', you will find 'BSA'. Toggle it on to add it to your list of active vitals.

Important Note: Please be aware that adding BSA to your vitals list will not retroactively calculate or display BSA for previous vital entries.

This feature will only apply to new vital entries moving forward, allowing you to accurately record and monitor BSA from the point it's enabled.


For iOS users: Make sure your iOS device is updated to version 2.3.328! You can check by going to Settings > About

How to tabulate patient's lab results?

Reinna avatar
Shared by Reinna • May 26, 2025

If you're looking for a simple way to tabulate and monitor your patient’s test results over time, you may customize this under the Vitals tab.

Here’s how to set it up:

  • Open a patient's record
  • Go to the Vitals section
  • Click on the plus (+) icon
  • Click the three dots (...)
  • Select Edit Default Vitals
  • At the bottom of your screen, kindly click + Create Custom Vitals
  • Type in the needed details
  • Click Save
  • Once done, make sure that the custom vital is toggled on

Here’s how it would look in action:

💬 How to Message Your Secretary in SeriousMD

Reinna avatar
Shared by Reinna • May 19, 2025

Need to coordinate quickly with your secretary? You can chat directly inside your SeriousMD account.

🔑 Step 1: Add Your Secretary as a Sub-User
Make sure your secretary is added as a sub-user on your account.


👉 Click here to learn how to add a sub-user

📩 Step 2: Start Messaging
Once your secretary has successfully registered:

  • Go to the Messages section inside your SeriousMD account.
  • Click on the Message icon (✉️) at the top right right.
  • You’ll see your secretary listed. Just click their name to begin chatting.

Your secretary will also see your messages in their inbox, so you can easily stay in sync.

💡 Pro Tip: This is a great way to update each other about schedule changes, patient concerns, or clinic tasks—no need to switch to other messaging apps.

Save Time on Documentation with AI Assistant

Chelsea avatar
Shared by Chelsea • May 12, 2025

We know how valuable your time is, and how taxing documentation can be after consultations.

What if you could significantly cut down on typing and focus more on patient care?

This is where SeriousMD AI Assistant comes in!

By utilizing a recording of your consultation, AI Assistant can automatically generate a summary of the consultation.

It can look something like this!

Here's how it'll look in your SOAP:

Important: The AI Assistant provides a draft based on the consultation recording. You must always review and edit the generated document to ensure accuracy, completeness, and compliance with your professional standards and legal requirements before finalizing it.

Learn more about how it works it in your account by visiting our Help Center article:

We'd love to hear about your experience after trying this out!

How to invite a Sub-user to your account?

Reinna avatar
Shared by Reinna • May 07, 2025

We understand that managing a practice on your own can be overwhelming and complicated. That’s why we’re committed on making your practice management easier.

One way to achieve this is by inviting your secretary as a sub-user of your account. This helps optimize your workflow and ensures efficient collaboration within your clinic.

Begin by logging into your SeriousMD account via web. Once logged in, follow these simple steps:

  • Step 1: Go to Settings.
  • Step 2: Under Security, select Sub-Users.
  • Step 3: Look for the '+' icon and click on it.

  • Step 4: Input your secretary's email address and specify their role (e.g., secretary).
  • Step 5: Click "Invite" to dispatch the invitation

Once the invitation is sent, your secretary will receive an email with further instructions:

  • Step 1: Your secretary should open the email and click on the invitation link.

  • Step 2: This will open a new tab, prompting your secretary to complete their registration by following the on-screen instructions.

With the registration process complete, your secretary is now a sub-user of your SeriousMD account: Your secretary can now log in to SeriousMD using their own credentials.

  • Step 3: They will have access to specific functions and data based on the role you assigned

You can make adjustments to what your sub-user can access by going to Settings > Security > Permissions.

Once you've made changes, be sure to have your secretary log out and then log back in to ensure the changes are reflected on their end.

There's also an Activity Tracker available if you ever want to keep an eye on what your staff has been doing inside the app. 👀

Tip of the Week

Link Your Records to the Patient's NowServing Account!

Chelsea avatar
Shared by Chelsea • April 28, 2025

If your patient says they can’t message you or if you’re wondering how to properly link their NowServing account to the record you have on SeriousMD, don’t worry—we’ve got you covered. 🙌

There are a couple of simple scenarios that could be happening, and here’s how you can resolve them quickly.

Scenario A: You created the patient record manually

At this point, the patient hasn’t set up their NowServing account yet. Here’s what you can do:

Option 1: Send the NowServing Link

  • Go to the patient’s profile
  • Click Send NowServing Link

  • This sends an SMS inviting the patient to download the NowServing app.

Once the patient installs the app and creates their account, it will automatically link to the record you created.


Option 2: You saw the patient in person and sent them a digital note

  • If you send a digital note (SOAP, prescription, lab request, etc.), the patient will receive an SMS with a download link.
  • Once they download the app, their account is also linked automatically to your record.

🔹 Scenario B: You merged patient records, and they can’t message you

This sometimes happens after merging duplicate profiles. If the patient’s account was affected, simply resend their NowServing link (like in Scenario A). This will bind their NowServing account to the updated patient record.

Ready to Bounce Back After Holy Week? Do this ✅

Chelsea avatar
Shared by Chelsea • April 21, 2025

Welcome back, doc! If you're back in clinic mode, be sure to:

✅ Set your clinic as bookable again

To do this, go to Clinics > Edit

Make sure you enable bookings here


🗓️ Delete any Day Off that extends beyond your actual return

Head to your Calendar, find the date with the Day Off, click it, then hit Delete.


📱 Make it easy for patients to book by sharing your QR code → Generate Here

Let’s hit the ground running! 💥

Get Your Payments Weekly!

Windell avatar
Shared by Windell • April 21, 2025

Payments settled by patients through SeriousMD are processed every Sunday evening. After processing, it typically takes 24–72 hours for the funds to appear in your registered bank account.

Want to check your payout status?

Go to Billing > Payouts on the SeriousMD web version or click here to view it directly.
✔ Payments will show as Pending first
✔ Then move to Paid Out once successfully transferred


🔍 Seeing a “Pending Payout” message? Here’s why that may happen:

Reason 1: Missing BIR Form 2303 (Certificate of Registration)
We’re required to collect your BIR Form 2303 to process payouts. This document includes your tax details and obligations.


Upload it under My Profile > BIR Form 2303 on SeriousMD Web.


Once validated, your future payouts will be included in the regular weekly disbursements.

❗ Don’t have a Form 2303 yet? You can still receive payouts, but a 37% tax will be deducted by default.


Reason 2: Missing or Incorrect Payout Details

If your Form 2303 is already submitted but you still see a pending payout, please double-check your bank details under your profile. We won’t be able to process your payout without complete or accurate information.


Reason 3: Sworn Declaration Pending (Optional)
If you've previously submitted a Sworn Declaration, payouts will be placed on hold while waiting for your latest version for this year.

Don’t want to submit one anymore? Just let us know and we’ll update your tax profile accordingly!


Improvement

An Update to Adding Day Offs

Reinna avatar
Shared by Reinna • April 14, 2025

We know how important it is keep your schedule organized—with no missed bookings and no conflicting schedules.

With this update, when blocking off a specific date, a prompt will appear if there are patients scheduled for that day. This way, you can:

Check any existing appointments before finalizing your Day Off

Reschedule patients ahead of time


How It Works:

The process is still the same when creating a Day Off:

  1. Go to your Calendar/Queue
  2. Click on the + icon on the upper right corner of your screen
  3. Add Day Off
  4. Select a date
  5. Hit Save.

If there are existing appointments, a notification will appear informing you of their schedule.


You can proceed with saving the Day Off or reschedule the affected appointments before finalizing.

We hope that this update helps with managing your schedule and assures you that no bookings will be missed!