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Release Notes 02-04-22

Posted on Feb 04, 2022 by Mike Rigert


    In this release, we’ve focused on improving the customer experience by ...

    • Indicating when notes are attached to a patient in SRC 2.0.
    • Adding SR Pay and Intake status badges in message threads in SRC 2.0.
    • Fixing a bug that prevented some patients with custom settings from receiving reminders.
    • Correcting the View Patient Profile in Platform link in Appointments 2.0.
    • Populating the state/province in SR Intake forms when available.
    • Upgrading the load performance.


    SRC 2.0: Indicate when notes are attached to a patient

    Some clients use the Solutionreach notes to communicate details about patients to other team members so that they can communicate consistently as a practice with the patient. The notes indicator helps them know that there may be something essential to remember about a patient.

    What you need to know:

    • When a note is attached, we added a gray dot next to Notes.
    • The indicator remains there as long as a note is attached.

    SRC notes screenshot


    SRC 2.0: SR Pay Badges

    Visual indicators assist with quickly identifying information. SR Pay users want to easily see the status of a payment request, if it was sent, and whether or not the patient has paid. We updated the patient message thread to show their payment request status. 

    What you need to know:

    • When a payment request is sent, a gray icon will appear on the top left corner of the SR Pay message bubble. 
    • The icon will turn green when the payment is completed.


    Request Sent

    SR Pay screenshot 1

    Request Completed

    SR Pay screenshot 2


    SRC 2.0: Intake Badges

    Just like the SR Pay badge we provided SR Intake users with an Intake badge so they are able to clearly see the status of an SR Intake packet that was sent to their patients, and whether or not the patient has completed it. 

    What you need to know:

    • When an SR Intake packet is sent, a gray icon will appear on the top left corner of the SR Intake message bubble. 
    • The icon will turn green when the form has been completed. 
    • Clicking on the green icon will show the completed packet.
    • It will also allow you to download the SR Intake form.

    Request SentSR Intake badges screenshot 1
    Request Completed

    SR Intake badges screenshot 2





    Some patients with custom settings were not receiving reminders

    The sync was causing an issue with calculating some reminders for patients with custom reminder settings. This issue has been fixed, and these patients will receive the correct reminders.

    SRC 2.0 Appointments Fix ‘View Patient in Platform’ Link

    On the Appointments page in SRC 2.0, the "View Patient in Platform" link was directing users to a broken link. This has been fixed so that users will be taken to the correct URL.

    SR Intake form wasn’t pre-populating the State or Province field for patients with a state/ province on file

    When a patient opened an SR Intake form to complete it, the State/Province field wasn’t pre-populated with the patient's current state/province. This caused patients to have to manually enter that information. This has been fixed to make it easier for patients to fill out their paperwork.

    System Upgrade

    We have made upgrades to our system to improve load performance. This can especially be observed in the newsletters section of the platform.

    Mike Rigert

    Mike Rigert

    Mike Rigert is a writer and content marketing specialist with more than a decade of expertise in the B2B SaaS healthcare sector. He enjoys finding fresh and creative ways to tell the story about Solutionreach's innovative and life-changing patient relationship management platform. In his spare time, Mike enjoys diving into books, geeking out with scifi, expanding his knowledge of military history, and spending time with his wife and three kids.

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