Updates
Recent CareCru Updates
We’re excited to announce an enhancement to the New Patient Welcome workflow that many of our customers have been asking for!
What’s new?
Patients who book same-day appointments will now receive the New Patient Welcome message by default. This change helps ensure that even last-minute bookings get the full welcome experience—allowing patients to fill out any required forms ahead of time, saving valuable time for both the patient and front-desk staff.
Why did we enable this by default?
The vast majority of CareCru practices requested this change in functionality. Enabling it by default ensures a consistent, time-saving experience for all new patients, no matter when they book their appointment.
Prefer not to send same-day messages?
No problem—this setting is easy to manage. Simply go to Account Settings > Donna and select New Patient Welcome.
Click on the settings ⚙️button and toggle the Send New Patient Welcome messages for appointments booked on same day option off.
Haven't set up New Patient Welcome automation yet?
Read below to find out how to:
New Patient Welcome Automation
👂 We’re always listening and building with your feedback in mind. Thank you for helping us improve the new patient experience!
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!
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
How to Access New Forms
Our newforms are easily accessible directly within Chat and in the Forms section for seamless patient communication.
📰Learn more about this new enhancement by clicking the article below:
🔹Pre-Fill Forms
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.
⚙️ 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
🤔 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.
When attempting to accept an online appointment request, the gender was not populating which forced the user to have to add it manually before being able to accept the appointment. This has now been resolved.
*For Tracker Practices Only
When linking an online appointment request to an existing pending appointment in Tracker, the appointment status was not updating from Pending to Booked. Only the date/time of the pending appointment is being updated from the online appointment request. This is now resolved.
Accounts set up with Admin user role access, should be able to edit and delete other accounts that are set as either Admin or User.
This function was no longer working, and has now been resolved.
