Updates
Recent CareCru Updates
Users can now link online appointment requests with existing pending appointments in Tracker.
When a request is accepted, the list of appointments suggested to match will now also display pending appointments. If a User chooses to link an online request with the pending appt:
- By default – the date, time, practitioner, and chair on the pending appt will be updated to match these details from the online request
- Users will also have the option to edit the appt further, like if they need to change it to a different time, date, chair or even patient (ie: if the appt was supposed to be linked to the child vs the parent)
You can now view the Online Request placeholder on the schedule page in CareCru, so you can visually see the date, time, chair, and provider that the appointment was suggested with.
To view the placeholder, navigate to the date of the online appointment request.
You now have the ability to see what provider and chair a placeholder is using for all Online Appointment Requests. This is particularly useful when a patient selects “No Preference” for the provider when requesting an appointment online, so you can see exactly what practitioner and chair was suggested for the availability.
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
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.
