SUMMARY
In this release, we’ve focused on improving the customer experience by…
- Creating new icons to alert customers when the last data upload occurred
- Adding more SR Intake demographic options
- Updating the title on the questionnaire copy box in SR Intake
- Including additional fields in the Practice Select SR Conversations Usage report
UPDATES
Platform: Last Data Upload - show warning when sync hasn’t run
Customers are able to check the Solutionreach Overview page to view the date and time of the last sync. With this release, we’ve added a visual indicator to make it easier for customers to see the status of the sync at a glance. Customers can click on the icon and be sent to this helpful community article: Troubleshooting the Solutionreach Sync and Launcher
The following indicators have been added:
- A green checkmark indicates a sync has occurred in the last 73 hours (within the past 3 days). Note: We encourage offices to leave computers on over the weekend so that syncs can occur on time. We chose 73 hours so that we don’t have false alarms on Monday morning due to no new data over the weekend.
- A yellow warning icon indicates if the sync has occurred in the last 73 to 120 hours (between 3 and 4 days)
- A red warning icon indicates a sync has not occurred in the last 5+ days
Helpful community article(s):
SR Intake: More Demographics options
The Demographics section allows customers to quickly add standard questions to the digital intake experience. This Demographics section saves time as customers don’t have to create these questions in additional questionnaires.
The following fields were updated under the Insurance Info section:
- Insurance Company was updated to [Vertical] Insurance Company
- Group Number was updated to Policy / Group Number
- Insurance Id Number was updated to Insurance / Member Id Number
- Insured Full Name was updated to Primary Policy Holder Full Name
The following fields were added to the Insurance Info section:
- Last Four of SSN of Insured
- Insurance Provider Phone #
- Employer
- How Long With Current Employer
- Occupation
- Employer Address
An "Other Information" section was added with the following fields:
- Referred By / How did you find us
- Primary Physician
- Driver's License
Solutionreach view:
Patient View:
Completed Form View:
The following templates were added:
- TEMPLATE: Marital Information
- Marital Status
- Spouse First Name
- Spouse Middle Name
- Spouse Last Name
- Spouse Date of Birth
- Spouse Address
- Spouse Phone
- TEMPLATE: Parent & Guardian Information
- First Name
- Middle Name
- Last Name
- Relationship to patient
- Date of Birth
- Address
- Phone
- First Name
- Middle Name
- Last Name
- Relationship to patient
- Date of Birth
- Address
- Phone
Helpful community article(s):
Practice Select: Update the SR Conversations Usage Report
The purpose of the SR Conversations Usage report is to help large organizations with multiple locations to build and scale out a consistent customer experience.
We’ve increased the usability of this report in two ways. First, the total number of messages has been added to the SR Conversations Usage report so that users can have context as to how responsive locations are to inbound messages. Second, N/A now appears on the report to indicate which locations do not yet have SR Conversations activated on their account.
SR Intake: Update the title on the questionnaire copy box
The small details matter when it comes to the customer experience. The modal title was updated when copying a questionnaire or adding a new one from "Enter Name for the Questionnaire" to "Name the Questionnaire". This will help customers further customize their intake experience.
BUG FIXES
None this week.
