Updates
Recent CareCru Updates
We have enhanced how users can quickly preview Chat conversations including:
- the ability to clearly see who was the last staff user outside of Donna to message the patient
- the ability to see if only Donna has ever sent any messages to the patient
- the ability to see if the patient messaged in last
- the ability to preview the date and time of the last correspondence with a staff user
*Scenario #1: User “GO/Gustavo” was last staff user to send a message, no automations sent since
*Scenario #2: User “LY” was last staff user to send message but since then, Donna has sent an automation
*Scenario #3: User “AP” was last staff user to send message but since then, patient replied back
*Scenario #4: No staff user has sent any messages to patient, only Donna
Hovering over the staff user avatar quickly displays more information about the last contact made by that staff user including:
- full name
- date/time when they messaged the patient.
We have now added the ability for you to identify when a patient has requested to be added to the Waitlist from the online appointment request, including their availability preferences. This way you can action on the Waitlist request right away if applicable.
A new Practitioner Type of “Specialist” is now able to be chosen under Account Settings > Practitioners. Changing the type will update the title on the Schedule page and Intelligence reports within the platform, as well as on the Online Booking Widget.
When you decide to reject an online appointment request, you will now be able to select a rejection reason, for better tracking purposes. Watch for this reason to be added to the Online Scheduling report in the Requests Received table in a few weeks!
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.
