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Release Notes 10-23-20

Posted on Oct 23, 2020 by Hilary Melander


    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 


    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. 


    None this week. 

    Release Notes
    Hilary Melander

    Hilary Melander

    One of the most empowering moments in her career came from an "ah-ha" or "lightbulb" moment when she realized that creativity is simply problem solving. This realization sparked an enthusiasm deep inside for problem solving and has been the impetus driving her career as a Sr. Product Marketing Manager. Hilary has a Masters in Business Administration from the University of Utah and a Masters degree in Sociology from Brigham Young University. She values community involvement and just completed 4 years as a squad leader on Salt Lake County Sheriff’s Office Search and Rescue team and the Friends of SLC Search and Rescue 501(c)3. She currently serves on the board of the neighborhood HOA.

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