Updates
Recent CareCru Updates
Changes to our chat feature allow you to better engage with your patients who share a phone number, making the chat experience seamless and efficient.
- Enhanced visibility into the recipients that share the same number and into the family file, without having to switch from chat to the patient profile
- Easier access to the Actions dropdown within the Chat view!
- Richer data on patients details such as Head of Household, Point of contact and patient status
Key Highlights
- Point of Contact: (POC) for the cellphone number
- Recipients: Name(s) of all other patients who also share this cellphone number in their patient profiles
- Head of Household (HoH): Crown icon indicating if POC is also the HoH
- Status of Patients: Active or Inactive
- Family Members: view all other patients within the POC’s Family file who share the cellphone number, with a drill-in view of their personal information(1), family members(2), appointment details(3), and the ability to access the Actions menu(4)
- Additional Members: view any other patients outside the POC’s Family file that share the same cellphone number. Also includes a drill-in view of their personal information(1), family members(2), appointment details(3), and the ability to access the Actions menu(4)
Drill-in View
Our new Waitlist Automation feature Openings allows you to quickly fill any gaps in your schedule resulting from canceled or rescheduled appointments. 🎆🗓️🎆
With the Openings workflow, you’ll receive notifications on your Schedule page, which will use the power of your Waitlist to identify eligible patients that match the same Opening criteria. Then all you need to do is send out your mass text to those patients and fill that opening! ✔️
That’s right – this feature is going to do all the leg work for you, from identifying eligible patients to removing the notification card once the opening has been filled.
📖 Read up on our Knowledge Articles below to get up to date on this new feature:
- Waitlist Automation: Filling Openings using the Waitlist
- How to change the timeframe to get notified of Openings in your Schedule
- How to view a list of patients that were just contacted to fill an Opening?
We heard from practices that some patients did not understand the new text verification process for booking their appointments online.
Therefore, we made some changes to the text that is sent to patients, to ensure they understand that this is just a verification code to complete their booking, not a confirmation of their booking request.
As each practice works with different booking intervals, it was important to allow practices to customize the Time drop-down just 30-min increments.
Now, the increments will be set to your practice’s Schedule Unit Value, found in the General section of Account Settings. Thus allowing you to further drill-in on available appointment start-times that you can mass text out to your patients.
Example:
Setting in Account Settings > General
Time drop-down based on above Schedule Unit Value increments when mass texting patients from Waitlist:
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.
