Historical CareCru Updates

⏳Historical Enhancements

User-Friendly Online Booking Process

Release Date: 02-21-2023

Details: We have revamped our Online Booking process, making it much more user-friendly for a better patient experience. Patients no longer need to create an account or remember a username and password to book appointments and there are fewer clicks to request an appointment.

For first-time users, we will now verify their contact information by sending a code to their cellphone or email. This same process will also be used for existing users to retrieve any previously stored patient information.

Waitlist: Enhanced Filtering

Release Date: 02-08-2023

Details: Previously, when you filtered the Waitlist by Practitioner, Time or Reasons, all “null” values would automatically be included in your filtered view.

We have removed this logic, and instead added the ability to choose if you want null values, by selecting “not set” in your filter.

Refresh Browser Notification After Platform Upgrades

Release Date: 02-08-2023

Details: In the past, when upgrades had been performed on the platform, some unexpected behavior may have occurred and was not corrected until a clearing of the cache or browser refresh had been manually completed.

Now, when a platform upgrade is performed, you will automatically be notified that a refresh is required. With one simple click of the “Refresh Page” link in the notification…viola! You now have the most up-to-date view.

Ability to Allow Double Bookings for Select Practitioners

Release Date: 02-08-2023

Details: You now have the ability to allow select practitioner (ie: Doctor) to be “double-booked” for Online Booking request. This new feature is available through Account Settings > Practitioners, under the toggle labeled “Would you like to enable double booking for this provider?”

This allows for Doctor’s working out of multiple chairs, the ability to show availabilities at the same time for each chair.

Example:

Dr. X has the toggle “Would you like to enable double booking for this provider?” turned ON
Dr. X allows for 1hr Consult booking requests online
Dr. X works out of Chair 1 & Chair 2
Dr. X is booked from 9am – 5pm on Chair 1 but Chair 2 has two 1-hr openings:

1. 12-1pm
2. 1-2pm

Dr. X will show an availability on the Online Scheduler for these two availabilities whereas previously, these time would be shown as unavailable.

Automatic Page Refresh on Smart Recare List

Release Date: 01-26-2023

Details: While working on your Smart Recare list within Patient Management, when you log a recall – your list will automatically refresh! This will remove the patient from your list view without any manual intervention on your side so you and your co-workers can easily see an up-to-date list in real-time.

Enhanced Chat Conversation Preview

Release Date: 01-11-2023

Details: We have enhanced how users can quickly preview Chat conversations including:

the ability to clearly see who was the last staff user outside of Donna to message the patient
the ability to see if only Donna has ever sent any messages to the patient
the ability to see if the patient messaged in last
the ability to preview the date and time of the last correspondence with a staff user

*Scenario #1: User “GO/Gustavo” was last staff user to send a message, no automations sent since

*Scenario #2: User “LY” was last staff user to send message but since then, Donna has sent an automation

*Scenario #3: User “AP” was last staff user to send message but since then, patient replied back

*Scenario #4: No staff user has sent any messages to patient, only Donna

Hovering over the staff user avatar quickly displays more information about the last contact made by that staff user including:

full name
date/time when they messaged the patient.

Waitlist Information Added to Online Appointment Requests

Release Date: 12-29-2022

Details: We have now added the ability for you to identify when a patient has requested to be added to the Waitlist from the online appointment request, including their availability preferences. This way you can action on the Waitlist request right away if applicable.

Added Practitioner Type

Release Date: 12-14-2022

Details: A new Practitioner Type of “Specialist” is now able to be chosen under Account Settings > Practitioners. Changing the type will update the title on the Schedule page and Intelligence reports within the platform, as well as on the Online Booking Widget.

Chat Enhancements

Release Date: 11-23-2022

Details: New enhancements in Chat to improve the user experience.

1. Chat: Text History Date Format
We have changed the way we present historical messages in Chat to better identify exactly what date a message was sent or received by a patient.

2. Chat: Ability to send Forms directly from an open Chat
You will now be able to send a form directly from a Chat with a patient, without having to go to forms and copy the URL. You will find a new icon beside emoji’s, which will list all your available forms to add to your message!

3. Chat: Last Message Sent Avatar
You will now be able to easily identify who in your practice last messaged a patient in Chat, by seeing their Avatar (initials) on the right toolbar and below each patient’s name. This will make it easier for you to navigate your Open Chats amongst your team members.

Online Scheduling: Rejection Reason

Release Date: 11-23-2022

Details: When you decide to reject an online appointment request, you will now be able to select a rejection reason, for better tracking purposes. Watch for this reason to be added to the Online Scheduling report in the Requests Received table in a few weeks!

Waitlist Enhancements

Release Date: 11-09-2022

Details: A newly built foundation, and many new enhancements…with more to come!

1. Source of the entry: A new easily identifiable icon allows you to know whether the entry was created by the practice team or by the patient through the online schedule. A future phase will also include a sync entry from your practice management software!

2. Dynamic list of Reasons: Along with our original 3 default reasons, the list will also include all reasons from your online scheduler and will be populated as such from any online appointment request.

3. Availability Dates: Along with the Available From date when the patient is first available for the Waitlist, there will now be an Available Until field which will either sync directly from the online appointment request made by the patient, be linked manually to an existing appointment, or be a specific end date as requested by the patient.

4. Automatic Removal: With the addition of the Available Until field, after the appointment has taken place or the requested end date has passed, the patient will be automatically removed from the Waitlist!

5. Text Count: When the patient is sent a text through the Waitlist, the team will be able to see how many times they’ve been contacted along with the date of the most recent text that was sent.

6. Date filter: The goal of the Waitlist is to assist you in filling any gaps within your daily schedule, caused by short-notice cancellations. With the date filter, you can now quickly select a specific date and time from a cancellation appointment and be able to find all patients that match the criteria.

7. Text Template: Anyone with the role of Owner in the platform will now have the ability to create a default template for all practice users to use, including the use of insert tags and emojis

Explore our Waitlist knowledge articles for answers to frequent questions that pop up!

Click here to review Waitlist knowledge articles

Forms Submissions Enhancements

Release Date: 07-21-2022

Details: The following four enhancements were added to the Forms Submissions section of CareCru:

1. Filter Option*
You now have enhanced filtering capabilities to easily sort through submissions. These filter options will be saved on your Forms Submission page for the entire day before being reset. (This includes name sort as well)

2. Default Filter*
By default, you will notice the Filters button has 1 filter automatically applied. This filter was created to show only Unactioned Forms, while hiding all the actioned ones. You can clear this filter as needed, but the functionality is to reduce workload on previewing all submissions and instead, only showing those forms that still require manual intervention by your team.

3. Mark Actioned from Preview*
Along with being able to download a form directly from the form preview, you can now also mark the form as actioned or unactioned instead of only being able to do it from the main Forms Submissions page.

4. Mark successfully synced forms as Actioned+
+For Power Practice and ABELDent practices only

Forms that are successfully synced to your practice management software will now automatically be marked as Actioned, reducing manual intervention by your team.

*Note: if you do not see the new Filters button on the Forms Submissions page, you will need to complete a hard refresh of your Cache:

Click on the 3 dots in Chrome (top right of your browser)
Click on More tools
Click on Clear browsing data

Select Cached images and files and click on Clear data

Now, go back to your internet browser tab with your CareCru platform and refresh the tab.

CareCru Facelift / Rebrand

Release Date: 07-20-2022

Details: It was time to modernize our look and feel, as well as improve upon the web application experience.

You’ll notice a new logo and color scheme, along with some usability enhancement including:

enhanced color scheme to make it easier to focus on the content that matters most
more tooltips to help you navigate the platform
new icon on the Chair view in the schedule to easily identify which view your are in (Chair or Practitioner)

The goal was to ensure the platform remained easy to use and build upon our vision to maximize the potential of every dental practice.

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