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Release Notes 06-10-22

Posted on Jun 13, 2022 by Mike Rigert


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

    • Providing new birthday image options.
    • Adding “None” as a filter option for the Appointments Calendar in SRC 2.0.
    • Removing the survey link in the footer of Post-Appointment Surveys.
    • Changing the SR Intake PDF header from Patient Background to Demographic Information.
    • Providing new links on the Review Invitations: Overview page.
    • Fixing a few bugs:
      • Appointments tab header was overlaid on the location selector in SRC 2.0 for Multi-Location.
      • Newsletter load time (To assist with load times, please remember to delete unused/old images.)
    • Making security and backend updates.

    Birthdays: New Image Options


    • We are providing more birthday image options to assist practices with keeping their messaging fresh and relevant.

    What you need to know:

    • These images are now available for use in the platform.
    • Please note different verticals will see different images to reduce over-usage.

    assortment of birthday message images

    SRC 2.0: Added “None” Filter Option on Appointments Calendar

    screenshot of filter option for appointment calendarWhy? 

    • Some appointments were disappearing from the calendar when switching between filters because they didn’t contain the information that was necessary to filter appointments by on the calendar. To reduce confusion and provide easier troubleshooting, we have added a “none” option to filter appointments by. 

    What you need to know:

    • We added a “None” option for the following filters:
      • Provider
      • Location
      • Appointment Type


    Surveys: Remove survey link in footer

    remove survey link footer screenshotWhy? 

    • Some practices want the ability to use the post-appointment survey message as a thank you with other content that isn't related to our survey. Because of this and since it is no longer best practice for emails, we are removing the link in the footer so that patients don't accidentally click on it and submit surveys when practices use it for different messaging. 

    What you need to know:

    • The survey token will still link to the survey.
    • The token can be removed to allow the user to use the message in other ways.


    Other Highlights

    • SRC 2.0: Appointments tab header overlaid on location selector in Multi-Location 
      • When the appointments tab and the location selector were open, the appointment info header was overlaid on top of the location selector panel. This prevented some locations from being selectable if they were under the header. 
    • SR Intake: Update PDF header from Patient Background to Demographic Information
      • For a consistent experience, we want to ensure that the PDF section headers/titles match the section titles.
    • Review Invitations: Updated the links on the Overview page 
      • The Community Article links on the Review Invitations - Overview page were no longer valid. They have been updated.
    • Newsletters: Improved load performance 
      • Newsletter editor load time improvements.
    • Backend: Database Performance
      • Improve DB performance in an effort to have our applications be more responsive and send messages more quickly.
      • Removing unused code to mitigate security vulnerabilities.
      • Upgraded software libraries to improve security.
    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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