Automatic Page Refresh on Smart Recare List

Release Date: 01-26-2023

Enhanced Chat Conversation Preview

Release Date: 01-11-2023

• 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

Added Practitioner Type

Release Date: 12-14-2022

 

Chat Enhancements

Release Date: 11-23-2022

 

Online Scheduling: Rejection Reason

Release Date: 11-23-2022

Waitlist Enhancements

Release Date: 11-09-2022

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