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.

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!

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.
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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. 👀

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.

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! 💥

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
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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!

We know how important it is keep your schedule organized—with no missed bookings and no conflicting schedules.
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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:
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✅ Check any existing appointments before finalizing your Day Off

✅ Reschedule patients ahead of time
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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.
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We hope that this update helps with managing your schedule and assures you that no bookings will be missed!
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You may have already noticed a fresh new look in the Queue section when you log in to your SeriousMD account!

While the layout has been updated, we’ve kept the general placement of buttons and key functions the same—so you can continue using it without skipping a beat.

This redesign also sets the stage for more features coming soon.

✨ Here’s what’s new and worth checking out:

⏱ Click the clock icon beside a patient’s name to update their consultation status.

📊 Visual progress bar to help you track completed consults at a glance.

🔲 Option to hide the clinic panel for a wider, cleaner view of your queue.

Want it always hidden? Head to your Calendar Settings to make that your default!

Feel free to explore the new layout and let us know what you think!

You can now use virtual backgrounds during your video consultations when you use the web version of SeriousMD.

How to use it?

Before the call starts – Click the background icon and select your preferred virtual background.

During the call – You can also change your background anytime!

You no longer have to worry about your background during virtual consults! 👍

A small but valuable update for our pediatricians!

We've added Z-score values to the Growth Charts to give you even more insights alongside the percentile.

You’ll now see Z-scores integrated into the chart, helping you assess growth trends more effectively.

If you haven’t explored the Growth Chart feature yet click below to learn more!

We hope this update makes growth tracking little kiddos even easier for you!