Running a clinic can get unpredictable, but SeriousMD gives you the tools to adapt quickly. Here are a few real-life scenarios and how you can handle them with ease:

1. Emergency – Need to Cancel Clinic While Patients Are Already Queued

If something urgent comes up and you can’t proceed with your clinic:

• Create a No Clinic Announcement directly from your Queue.

• Mark queued patient consults as Cancelled.

• (Optional) Reschedule patients to a new date to keep things organized.

2. Patient Can’t Make It In-Person, Requests an Online Consult Instead

No problem! You can still switch to virtual while running your clinic.

• Just Edit the consultation and select Virtual Consult.

• This gives you (and your staff) a clear indicator that the consult is online.

3. Need to Leave Early & Stop Accepting New Bookings

If you have to cut your day short:

• Go to Queue > Update Booking Availability.

• Toggle OFF the clinics you won’t be accepting bookings for today.

• Save, and your booking links will instantly reflect your updated availability.

✨ With these simple steps, you stay in control—no matter what comes up during the day.

You have the option to include your patient’s photo when you generate a prescriptions, lab requests, and/or medical certificate!

To enable this, just toggle “Include Patient Photo” on the popup before you send or print the document.

With just one click, you can add an extra layer of clarity and control to every document you issue.

Want to keep your notes final after reviewing them?

You can turn on the Automatic 24-Hour Sign-Off feature to prevent accidental edits
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Here’s how:

1. Go to Settings > Account Settings > Preferences
2. Under Notes, toggle on "Automatic Sign Off after 24 Hours"
3. Click Save

Once enabled, your notes will be locked 24 hours after they're created and no further edits or deletions will be allowed. Perfect for keeping records clean, final, and tamper-proof!

Color-coding the types of consultations you have helps with easily identifying the patients you’ll be meeting for the day.

Start by going to Clinics > Clinic Settings

Under Consultation Types, click the Edit icon

Make sure to click or choose a color then click Save

When adding patients to your queue, you can now see the color assigned to the consultation type/reason for visit

☑️ Pro tip: If you toggle on Pin to Calendar then the appointment will also reflect in the Monthly view (make sure to specify the time of the appointment)

Monthly View (if you pin your appointments to your Calendar)

We’ve come across a few instances where the consultation fee was updated, but the new rates didn’t show up on their booking profile right away. 💭

In most cases, this was simply because the update was made in the Catalog section instead of the Clinics tab.

A quick adjustment in the right section usually resolves it right away!

✅ Update Your Clinic Fees (for NowServing bookings)

1. Go to the Clinics tab
2. Locate the clinic you wish to update, then click Edit
3. Under How much will patients pay, enter the new fee.
4. Click Update, then Save

This ensures your consultation fees display correctly to patients booking through NowServing. Kindly wait for a couple of hours before it reflects on your profile. 👍

✅ Update Your Service Prices (Catalog/Billing)

If you charge different rates for specific services (e.g., consultations, procedures), you’ll need to update those separately in your catalog.

💡Keep in mind that updates here won’t affect your NowServing profile, they only apply when you manually bill a patient or when they view prices in your Catalog.

1. Go to the Billing tab, then select Catalog
2. Click on the service you want to update
3. Click Edit, enter the new price, then Save

No need to manually go through lab documents line by line. Simply upload a clear photo or PDF of your patient’s lab results, and let the AI provide a quick summary and interpretation to support your clinical decision-making.

How it works:

1️⃣ Open the patient’s record
2️⃣ Click the ➕ icon and select Lab Results
3️⃣ Upload the file or image
4️⃣ Tap AI Interpretation and you’re done!

💡 It’s designed to save you time while giving you a helpful overview, especially during busy clinic hours.

Want to see it in action? ⬇️

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.

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

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:

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.