Updates
Recent CareCru Updates
Openings will now take into account Waitlist entries that have (not set) in the practitioner column + the practitioner listed on the Opening. Previously, matches would only be found based on the practitioner where the opening was found.
Adding (Not Set), will allow for more matches to be presented in your Waitlist.
Example:
Previous default showing only the practitioner where the opening is available, returned 2 waitlist entries:
New logic adding in (Not Set) now returns a total of 57 patients to try and fill that Opening.
The following enhancements have been made to improve our Online Scheduling process.
- The button size has been changed for Next and Submit - narrower to be more evident an action is required:
- Review & Book progress bar only gets highlighted after the Submit Booking Request is clicked:
- On press of <-- or X on the widget, a warning is generated identifying the request has not been completed:
- If the browser is closed without submitting the request, a warning will appear on the browser:
Along with the existing Facebook and Google links, we have now integrated Instagram into our Email Templates.
To add this feature, just include your practice Instagram URL under Account Settings > General to have it included in your patient's emailed appointment reminders, recall reminders, and review requests. Don't forget to Save your changes! 😁
You now have the ability to prevent a review from being sent to a patient by appointment within CareCru's Schedule page.
This can be especially useful when you have a patient that did not have the best experience and you want to stop a review from being sent out, even while the patient is still in the office.
- Go to Schedule
- Click on the patient's appointment
- Toggle off the patient's Review Request
This will ensure that no review will be sent to the patient, for this appointment only.
If you want to turn off reviews for the patient permanently, you can still go into the Patient's Timeline, Click on Edit, and from the Settings tab, turn off the Reviews toggle.
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.
