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In this release we’ve focused on improving the customer experience by:
making it easier for the practice to be notified when a patient cancels an appointment via email.
made it possible for SR Schedule customers to require returning patients to re-submit information for verification purposes.
and we’ve fixed three bugs around Recall throttle, Manual Missed Appointment emails, and Automated Smart Reviews run times.
Record Appointment Cancel Request from Email Token
When a patient cancels an appointment by clicking on the cancel token in an email reminder, they are taken to a cancellation verification page. The cancel verification page provides two options, a “Yes, Cancel Appointment” button and a “No, please keep my appointment” link.
When the patient selects “Yes, Cancel Appointment” the practice is notified by the mediums they have chosen ie: email notifications and SR Notify.
By recording email cancellation requests, SR customers now have even more insight into which patients will keep their appointments and which ones won’t so that they can keep their schedules full.
SR Schedule Returning Patients - Required Information
Practices now have the option of requiring returning patients to provide information collected via the SR Schedule form for verification purposes, including email and phone number. Patients are presented with a single screen to fill out required information and the information is sent through SR Notify. Practices are able to set information requests as Do Not Require, Require for New Patients, and Require for All Patients.
*this is a mock-up, not the final design
This new feature gives SR customers more clarity and control over how their schedules get filled and by which patients...making them more efficient so they can provide better care and prioritize patients with specific needs.
Recall Deactivation when Throttle is Changed
On the Schedules page, under the Recall tab, the Scheduled Recall status changed from “Deactivate” to “Activate” when the “Recall Message Throttle” was edited. Users then had to reactive the Scheduled Recall. This bug has been fixed so that the status of the Scheduled Recall is not affected when the Throttle is adjusted.
Manual Missed Appointment Emails
Email messages for customers using the Manual and Automated Missed Appointments were being sent but not delivered to patients. The bug has been corrected and patients are now receiving email and text messages sent from the Missed Appointment features.
Automated Smart Review
The Automated Smart Review Job was running twice. We have corrected this issue so it runs only one time and have rescheduled the run time for 2:00 am MST, a timeframe within the TCPA rules.
SR HEALTH UPDATES
Forms, Surveys and Reviews: Language Localization
You are now able to translate blocks and fields in a form so that it becomes localized to the language of the patient. In the forms builder, you can select the language you wish to translate it into. Once the language is selected, the shown text in the blocks will be different based on language.
Forms, Surveys and Reviews: Dynamic Text
You can also change the label, description and helper text for each field along with the selectable values. You’ll always need to have an english value for each field, but can now translate it into languages selected.
Surveys: Department ID on Response
Additionally, when viewing a specific response of a survey, we now show the department id of the organization and not the UUID internal to SR Health
Forms, Surveys and Reviews: Activate and Inactivate Form Definitions
You can now activate and inactivate form definitions, which is more inline with message definitions.
But the cool thing is, when you inactivate a message definition, the form builder will tell you which packets will be changed with the definition being inactive.
When you confirm the deactivation, the form definitions are removed from those packets.
The Rolling Road Map shows what our product focus is for the next 90 days. Items listed in green are 90% likely to be rolled out in 30 days. Items listed in yellow are 60% likely to be rolled out in 60 days. Items listed in red are 30% likely to be rolled out in 90 days. The Rolling Road Map will be updated at the beginning of each month. Go to the Product page of SR Source if you'd like to view the Jira tickets for each of the updates that are linked.