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    Release Notes 4-9-21
    SUMMARY In this release, we’ve focused on improving the customer experience by… Allowing customers to now send more than one packet per appointment Extending the timeframe in which customers can ...
    Addison Reid
    04/09/2021
    SR Intake: Now writing back into Open Dental
    We're excited to announce a huge, FREE upgrade to SR Intake for customers using Open Dental! Digital intake forms can now automatically transfer patient demographic information into Open Dental. ...
    Addison Reid
    03/31/2021
    Release Notes 3-26-21
    SUMMARY In this release we’ve focused on improving the customer experience by… Updating the COVID-19 screening questionnaire to reflect CDC recommendations. Clarifying information on the “Smart ...
    Addison Reid
    03/26/2021
    Release Notes 3-19-21
    SUMMARY In this release we’ve focused on improving the customer experience by… Providing customers different options for how often we send automated SR Smart Reviews invitations Allowing customers to ...
    Addison Reid
    03/19/2021
    Release Notes 3-12-21
    SUMMARY In this release we’ve focused on improving the customer experience by… Allowing customers to send intake forms to multiple patients at once from the Schedule page Supporting larger files for ...
    Addison Reid
    03/12/2021
    Release Notes 3-5-21
    SUMMARY 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 ...
    Addison Reid
    03/05/2021
    Release Notes 2-26-21
    SUMMARY In this release we’ve focused on improving the customer experience by… Helping customers to work more efficiently by allowing them to now receive notifications in the SR Conversations mobile ...
    Addison Reid
    02/26/2021
    Release Notes 2-19-21
    SUMMARY In this release we’ve focused on improving the customer experience by… Removing a checkbox from Message Delivery Restrictions Adding a validation rule to the signature field on intake forms ...
    Addison Reid
    02/19/2021
    Release Notes 2-12-21
    SUMMARY In this release we’ve focused on improving the customer experience by… Adding search and filter updates to the SR Intake Quick View Report Fixing the Surveys Sent report for Practice Select ...
    Addison Reid
    02/12/2021
    Release Notes 2-4-21
    SUMMARY In this release we’ve focused on improving the customer experience by… Reconciling the data in the Reminders Sent by Month report Moving SR Intake demographics information to the Packets page ...
    Addison Reid
    02/05/2021
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