Enhance the way you manage your appointments with these powerful tools:

Use Manual Sort for Flexibility

Rearrange your queued patients manually to adapt to real-time changes.

Auto Sort for Appointments with Time

Set appointment times for each patient, and use Auto Sort to automatically organize them by time.

Send SMS Reminders for Confirmation

This not only reminds them but also confirms their appointment.

Schedule Patient Reminders Automatically 📅

Even better—set up automatic reminders in your Notifications, so these SMS confirmations are sent without any extra effort on your part, ensuring a smoother schedule with less manual follow-up.

Mark as In Progress ⏲

Keep things organized by marking the next patient as "In Progress" as soon as you're ready to see them. This gives you and your staff better visibility into patient flow.

Mark as Completed ✅

Once a patient's visit is done, mark them as "Completed" to keep your queue clean and accurate—allowing you to focus on who’s next.

Experience patient and queue management, as how it should be with these tools.
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We’ve just rolled out a small but mighty update to help you stay on top of your patients’ immunizations. 🎉

When adding or updating a vaccine in the patient record, you'll notice the Lot Number is included. This makes your vaccine tracking even more complete.

To find the Lot Number:

Step 1: Open any patient record

Step 2: Click on the + icon and choose Immunization/Vaccination

Step 3: Add or select a vaccine from the list

Step 4: The Lot Number will be right there for you to add.

We hope this update makes your notes even more thorough. Happy note taking! 😊

Patient attendance has always been a challenge, especially with pre-pandemic rates as high as 50% in the Philippines.
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That’s why we’re excited to introduce SeriousMD’s new Automated Appointment Confirmation System!
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This is designed to help you manage appointments more efficiently, it sends automated reminders, makes rescheduling easy, and keeps your calendar up to date—all in real time.

✅ READ THE FULL APPOINTMENT CONFIRMATION FEATURE GUIDE

Here's how it works:

Step 1: Start by adding patients to your queue

Step 2: Click the Request Confirmations button

Note: Make sure all patient records have at least a mobile number or email

Step 3: Click 'Send Confirmation Request'

Step 4: Your patient will receive an SMS/Email and/or push notification like this.

All they have to do is click on the link and confirm.

Step 5: The appointment status of the patient in your queue will reflect their confirmation.

Try it out and let us know what you think. 😉

Easily refer patients within the platform without the need for additional paperwork.

To refer a patient, follow these steps:

Step 1: Open any patient record

Step 2: Click the (...) icon on the upper right corner

Step 3: Click Refer Patient

Step 4: You should see the Patient Referral page

Step 5: Click on Directory to search for a doctor that you want to refer the patient to

You can search by name, hospital, specialty

Step 6: Click Add on the doctor you want to refer the patient to

Step 7: You can also attach any existing notes that you would like to share with the doctor

The remarks section serves as the actual referral form that will be forwarded to the doctor.

Step 7: Once you've filled out the referral information, you can click Send

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If you need to quickly view your previous notes while creating a new SOAP note, you can try out the “Sidebar” feature.

You start by opening a patient record > click the + icon > SOAP

Click on the Show Notes Sidebar icon on the right-hand side of your SOAP note
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Now, you have the ability to simultaneously access your past notes (along with vitals, history and labs) while crafting a new SOAP note.

Note: This is only available if you are using a bigger screen like a laptop.

Try this out and let us know what you think. 👍

Need a closer look at your note before printing? Follow these steps below:

Step 1: Click on the note > Print

Step 2: Use the zoom feature on the print preview screen to get a closer look at your note

You can now get a better look of the note you're about to print. 🖨️

Have questions about printing your prescriptions, lab requests or certificates?

Send us a message and we'll help you out! 💯

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Seeing the first encounter date for a patient might be important in your practice, especially for patients with really long histories with you already. You can adjust your settings to show it in the header area.

Just go to Preferences and scroll down to the bottom.

Select First Note Date (up to 3 can be selected) and then Save

If you find that some of our built-in notes are not applicable to your practice (for example, if you're an Ophthalmologist and don't need patients' obstetric history), you can hide or filter these note types from your list.

To customize your note types:

1. Go to Settings
2. Select Preferences
3. Under Note Type Settings, you can review the available note types

4. Toggle off any note type that you don't need.

This way, you can streamline your note-taking process to better suit your specific practice needs.

Did you know that in Messages, you can also chat and communicate with your sub-users (such as clinic secretaries, or nurses) directly within our platform?

Step 1: Accessing Messages

To get started, log in to your SeriousMD account. On the left-hand menu, you will find the "Messages" tab.

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Step 2: Initiating a Chat

You can start a chat by selecting the user you want to communicate by clicking the chat icon

Click on your sub-users name, and a chat window will appear. You can send messages, images, files, and even send a sound notification by clicking on the bell icon

Utilize the chat feature to coordinate appointments, share patient information, and discuss important matters related to your practice with your sub-user.

With real-time communication at your fingertips, you can make quicker decisions and improve the overall patient experience.

If you need a guide on how to add a sub-user, click here to see how.

You may enable two factor authentication via the following:

Here's how to enable 2FA

In the Settings menu, locate and click on "Security," then select "Login and Security."

Click Configure under "Two Factor Authentication"

Choose your Authentication Method.

• Google Authenticator App
• Email/SMS

Using Google Authenticator App:

Step 1: If you haven't already, download the Google Authenticator app and log in to your existing Google account.

Step 2: Click 'Add a code' and allow camera access to scan the provided QR code.

Step 3: Scan the QR code and promptly input the generated code.

Step 4: Congratulations! You've successfully activated 2FA.

Via Email/SMS:

Step 1: If you prefer using email/SMS for authentication, ensure that this option is selected.

Step 2: Expect to receive a security code via the email/mobile number linked to your SeriousMD account.

Step 3: Input the received security code to finalize the setup process.

Once activated, every time you log in, you'll be prompted to enter the code generated by your chosen authentication method.