We've released an upgraded CareCru Dashboard designed to help your front desk team stay organized, focused, and productive throughout the day.

📌What's New

Your new dashboard has been refreshed to serve as a true Daily Action Center for your team, making it easier to quickly identify priorities and take action.

At a high level, you can expect:

• A cleaner, more modern layout for faster navigation to the information your staff needs most each day
• Daily action items and goals front and center so your team knows what needs attention now
• Improved visibility into appointments and patient tasks
• A more efficient workflow experience built specifically for busy front desk teams

The goal is simple: help your team save time, stay proactive, and create a smoother patient experience. Don't just look at poor performance - do something about it! Book an appointment, log a not, text a patient - it's called the Action Center for a reason!

📰Want the Full Breakdown?

Review the below help article:

👉🏻 Daily Workflow for Front Desk Staff

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We’re excited to introduce an upgrade to your reporting experience: a revamped Online Booking report, designed to deliver both real-time visibility and deeper insights.

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🤔What's changing?

We’ve evolved the existing Online Scheduling report into two purpose-built reports, each tailored to a specific need:

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⚡ Online Booking — Live

Built for real-time action, this report gives you up-to-the-minute visibility into what’s happening right now.

With the Live report, you can:

• View incoming online booking requests in real time
• Track how long requests take to move from pending to accepted or rejected
• Quickly identify bookings that require immediate attention by practice
• See a summary of all requests in the last 7, 15. 30-days at a glance

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📊 Online Booking — Deep-dive

Designed for analysis and trends, this report focuses on historical data (previous day and earlier).

With the Deep-dive report, you can:

• Review summaries of pending, accepted, rejected, and expired requests
• Identify missed opportunities with expired request tracking
• Analyze acceptance vs. rejection rates and understand rejection reasons
• Break down request sources and booking patterns
• See how many requests occur outside office hours
• Track how often requests are accepted exactly as submitted
• Compare performance across practices (if applicable)

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‍⭐ Why this matters

• Faster insights: Real-time reporting for action, with significantly faster historical analysis
• More accurate data: Carefully validated metrics ensure consistency and reliability
• Drill-in capability: Explore underlying data, apply filters, and export as needed
• Simplified experience: A cleaner interface helps your team focus on what matters most

Details:

‍The Unified Patient Profile consolidates all essential patient information, communication tools, and actions into a single profile view. With this new view, your team can manage patients faster and stay in context without switching between pages. Click a patient’s name anywhere in CareCru to open their profile and access everything you need to view, message, and act on a patient from one place.

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How to access

Simply click on a patient’s name from anywhere in CareCru to open their Unified Patient Profile. You can easily minimize or close the profile view as needed while continuing your workflow.
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​📋Patient Info Overview
    Quick access to appointments, contact details, family members, and communication preferences.

💬Chat
    Universal access to view chat history, send new messages including text templates, and distribute forms.

✅Activities
    Timeline showing appointments, automated workflows sent by text/email/phone, and logged activities displayed in a single chronological view with ability to

    quick view by selected filter.

🎬Actions Button
    Log recalls, add follow-ups, or create patient notes — all from one streamlined area.

If you prefer, you can still access the legacy patient profile by searching for the patient’s name in the global search bar.

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Reduce clicks and stay in context. Messaging a patient, logging actions, and managing patient information can now all be done from the Unified Patient Profile without leaving your page, helping your team work faster and stay focused.

We’ve enhanced how SMS delivery errors are displayed in Chat to give you clearer visibility and more control when messages cannot be delivered.

With this update, you’ll now see notifications when a message is rejected by the patient’s mobile carrier. Carriers may reject messages for a variety of reasons, such as invalid phone numbers, SPAM filtering, or carrier-specific restrictions.

🆕 What’s Changed

1. More Transparency into Carrier Rejections

When a carrier rejects a message, you’ll now see a “message not sent” notification in chat.

Hover over the failed message to see the reason and suggested next steps. Examples include:

• The number may be a landline or not able to receive texts. Please confirm the patient’s contact info is accurate.
• The message was blocked by the carrier’s SPAM filter. Please contact CareCru Support.
• The recipient's server was unavailable or not responding. Please confirm the patient’s contact info is accurate.
• The recipient carrier did not accept the message. Please try again or confirm the patient’s contact info is accurate.
• US 10DLC registration is required to text patients with US carriers. Ask if your patient has a Canadian number or contact CareCru Support to discuss 10DLC registration. (Canadian Accounts Only)
• The number is invalid. Please confirm the patient’s contact info is accurate.
• Message blocked due to carrier volume limits. Please try sending again later.
• Message blocked as the recipient has opted out of SMS. Please ask the recipient to text “Start” to opt back in to receive text messages.
• The message was rejected by the carrier. Please confirm the patient’s contact info is accurate.

2. Retry Option for Temporary Failures

Some carrier rejections are temporary. In these cases, you’ll now see a Retry button next to the failed message.

Clicking Retry will attempt to resend the same message without retyping.

⚠️ Note: Retried messages may still fail if the carrier continues to block delivery. These restrictions are determined by the patient’s mobile carrier and are outside of CareCru’s control.