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Release Notes 11-19-20

Posted on Nov 21, 2020 by Hilary Melander


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

    • Removing the patient's name from within the SR Conversations thread
    • Improving intake writeback performance by blocking special characters from sending to the PM at sync
    • Removing the contingency that prohibited automated Missed Appointment Reminders from sending if there was not an appointment reminder type activated.
    • Updating the informational text on the Pre-Visit Instruction page to inform customers that they have the ability to move Pre-visit Instructions to the body of the email


    SR Conversations: Remove respondents name from SR Conversations threads 

    In this release we removed the patient's name from within the message thread. In situations where a household with multiple patients shared a single phone number, it became confusing for the office staff to know with whom they were conversing with. Since there is no way to detect the name of the person on the other side of the conversation, we have decided to not assign a name to the individual messages.

    Don’t allow certain characters in SR Intake Packet Names that block writeback 

    Special characters in SR Intake packet titles can cause writeback syncs to break. In order to prevent this from happening, SR intake will change special characters to underscores (_) when sending to the PM. Customers will still be allowed to use special characters in the title of packets. The only difference is when writing the name of the packet into the PM, the special character(s) will be underscores. For example: a packet named COVID-19 will appear as COVID_19

    Platform: Delivery Settings - Post appointment reminder only

    Up until now the ability to send a post appointment reminder was contingent on whether or not there was another appointment reminder type activated. However, some offices want the ability to only send automatic Missed Appointment Reminders. This new release now increases message flexibility for practices that don’t want to send appointment reminders.

    Helpful community articles:

    Set up post-appointment notifications for no-shows

    Manually send missed appointment reminders from the action list

    Update the informational wording on Pre-Visit Instructions 

    By default, pre-visit instructions are added to the end of a reminder message. However, users that use their mobile device to review email reminders often miss the pre-visit instruction because it is below the fold and they have to scroll past the signature line to see the instructions. Customers can actually move the pre-visit instruction to display within the body of the email message. To do this, they must go into the reminder and change the default design by using the pre-visit instruction token. To help inform customers that this can be done, we’ve updated the informational text on the pre-visit instruction page.

    Current text: This will add one or many blocks of content to the bottom of an appointment reminder when the patient matches these criteria.

    Updated text: "This will add one or more blocks of content, or pre-visit instructions, to the bottom of an appointment reminder when the patient matches these criteria.

    Please note: if you would like the pre-visit instructions to be included within the body of an appointment reminder email (instead of located at the bottom), edit the reminder template(s) and place the $PRE_VISIT_INSTRUCTION$ token where you would like the instruction to appear in that reminder."

    Helpful community articles:

    Edit an appointment reminder template


    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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