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Release Notes 3-5-21

Posted on Mar 05, 2021 by Addison Reid


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

    • Creating a default state for intake packet checkboxes in order to reduce user frustration when customizing intake packets



    SR Intake: Enable section defaults when re-enabling a section

    When customers create or edit intake packets, they have the ability to include or exclude demographic questions. To assist with making this process as easy as possible, we provide suggested defaults for these options. Previously, when practices would deselect a demographics section, it disabled all the options within the section. If they then re-enabled that section, they would have to then individually select each option they would like to include. With this update, our suggested defaults will now automatically be selected if a practice disables and then re-enables the demographic section.

    What you need to know:

    • Each demographic section has defaults
    • Those default selections are not lost if the user disables and then re-enables a section
    • All fields are selected as defaults in the ‘Employer Information’ and ‘Other Information' sections. (The included screenshot displays the defaults.)
    • The “All Demographics" checkbox is now always clickable
      • When deselected, it turns off all fields and section checkboxes
      • When selected, all section defaults are automatically checked
    • If a section is checked before any of the ‘show field’ boxes within the section are selected, the current defaults are auto-selected

    default checkboxes selected for Employer and Other information sections


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