Along with these forms, we are introducing Pre-Fill Forms, a powerful new feature designed to save time, enhance efficiency, and provide a more personalized experience for your patients.

With Pre-Fill Forms, you can pre-enter key values such as tooth & bridge number, operating dentist, and procedure type, which will automatically populate into the patient’s consent form before you send it. Once the shareable link is generated, your patients can receive a fully tailored form experience instantly!

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Available Forms & Customizable Fields

We’re introducing both new consent forms and Pre-Fill Forms together to streamline workflows and enhance patient interactions.

‍Pre-Fill Forms:

🔹Crown    and Bridge Consent                 ✅Tooth and Bridge Number(s)
🔹Extraction    Consent                                 ✅Tooth Number(s)
🔹Final    Cementation Consent                ✅Operating Dentist
🔹Oral    Sedation Consent                          ✅Procedure, Operating Dentist
🔹Oral    Surgery Consent                            ✅Procedure, Operating Dentist
🔹Endodontic    Consent                              ✅Tooth Number(s)
🔹Cosmetic    Treatment                              ✅Procedure,  Operating Dentist 

‍Additional Consent Forms:

We're also adding these additional consent forms to enable more comprehensive patient communication:

🔹In-Office Whitening Consent
🔹Invisalign Consent
🔹Nitrous Oxide Consent

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How to Access New Forms

Our newforms are easily accessible directly within Chat and in the Forms section for seamless patient communication.
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📰Learn more about this new enhancement by clicking the article below:
🔹Pre-Fill Forms
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Try out Pre-Fill Forms and explore our new Consent Forms today!

We have enhanced our Smart Recare list for Tracker practices that rely on follow-up dates to manage their pending appointments.

Now, the Smart Recare list will read follow-up dates in addition to the original date (due date) on the pending appointment.

If there is a follow-up date set in the future, then this patient will not be listed in the Smart Recare, as the future follow-up date indicates they are not to be contacted until that time.

New Patient Welcome Automation, designed to enhance your practice's efficiency and improve patient experience.

📖 About the Feature
Donna's new feature will takes one less task off your team's plate by welcoming new patients and gathering their information for you.

• Automatically Welcome New Patients: Donna will automatically detect new patient booked appointments and send them a personalized welcome message.
• New Patient Intake Forms: Along with the welcome message, you have the option to send the patient a link to one of the Intake forms in CareCru via email and/or SMS, allowing them to complete it before their first appointment.
• Family-Friendly: If the patient is booking for multiple family members, Donna will send one family-specific message including all booked appointments.
• Calendar Integration: The patient can also add the appointment to their calendar allowing for easy future access.

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⚙️ How It Works

• Automatic Detection: When a new patient books their first appointment, we will automatically detect and tag them as a new patient based on their appointment and transaction history.
• Customized Messaging: You can personalize the welcome message and use the CareCru form links to match your practice tone and requirements.
• Automated Delivery: The welcome message and form link(s) are sent automatically to the patient via Email and/or SMS.
• Learn More -->New Patient Welcome Automation

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🤔 What’s in It for You?

• Less Manual Work: No more sending manual emails or texts to new patients.
• Improved Patient Experience: New patients feel welcomed and prepared before they even step into your clinic.
• Increased Efficiency: Save time on admin work and ensure patients fill out their forms ahead of their visit.

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Pre-confirmable Reminders is a new feature designed to enhance your existing appointment confirmation workflow.

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What Are Pre-confirmable Reminders?

Pre-confirmable Reminders allow patients to pre-confirm their appointments ahead of time via SMS or email, ensuring a smoother scheduling workflow.

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When Will Donna Send a Pre-confirmable Reminder?

Pre-confirmable Reminders will be sent only if an appointment is not marked as Confirmed or Pre-confirmed.

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How Do Patients Pre-confirm?

• SMS: Patients can reply with “P” to pre-confirm their appointment
• Email: Patients can simply click a Pre-confirm button

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Impact on Other Reminder Types?

Pre-confirmed appointments will still receive Confirmable and Friendly Reminders based on your existing workflow and practice settings.

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Settings and Preferences:

• All your advanced reminder settings and touchpoint preferences remain unchanged
• Patient contact preferences for SMS and email reminders continue to apply

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Why It Matters:

• Enhance patient communication
• Reduce no-shows and last-minute scheduling issues
• Streamline appointment management for your practice
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Ready to Activate Pre-confirmable Reminders?

Anyone with an Owner role can set up this new workflow or you can contact our support team for guidance.​

Pre-confirmable Reminders Workflow Guide

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‍Note: This release is available for all Tracker practices. Future PMS integration will follow.

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