SUMMARY
In this release, we’ve focused on improving the customer experience by…
- Making it easier for customers to navigate directly to SR Conversations
- Reducing the amount of time it takes to send SR Intake invitations with shortened URLs
- Limiting SR Intake write-backs to the last 2 weeks
- Update the CareCredit connection
- Updating the Solutionreach login experience
- Fixing a bug related to blocked messages in SR Conversations.
UPDATES
SR Conversations: Add launch button to the Overview page
In an effort to streamline the user experience, an SR Conversations launch button was added to the Overview page.
SR Intake: Improve intake request short URL creation performance
We’ve updated the existing code to shorten the amount of time required to create a short URL for SR Intake.
SR Intake: Limit write-back integration to last two weeks
SR Intake write-back is now limited to 2 weeks at initial setup. The SR Intake Dentrix and Open Dental beta programs revealed the need to limit the write-back history in order to minimize initial setup time required for customers.
Helpful blog post: Now in Beta: SR Intake Write-backs for Dentrix and Open Dental
Platform: Update the CareCredit URL creation
CareCredit recently updated their integration, limiting some customers from easily extending financial aid options to patients. In this release we have updated the connection so customers can enable patients to learn how much aid they qualify for before coming into an appointment. Patients simply click on the CareCredit banner attached to Recall, Newsletters, and Reminders messages. It's like having the financial discussion before the patient even comes in for their appointment.
Helpful community articles:
- Get your custom CareCredit application link
- Link CareCredit to your Solutionreach Account using your merchant ID number
Platform: Login modal updated
The login process now requires users to first enter their login name before entering their password.
Step 1:
Step 2:
BUG FIXES
Unarchiving blocked number threads unblocks thread
In order to protect office staff from abusive text messages, we have enhanced SR Conversation blocking capabilities. There are some instances where abusive messages have to be escalated to practice leadership and potentially local authorities. This new feature enhancement makes it so blocked texts that are archived are not automatically unblocked. This makes it easier for staff to report messages and still protect the practice from SPAM or abusive messages.
