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Release Notes

 

Content before the release dates

 

 

 
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PRODUCT UPDATE

Internal Only - Do Not Distribute Externally

We've created a #product_release Slack channel as an additional place to read up on the latest product/feature updates. This email will be sent every Thursday afternoon.

 

There is no release going out tonight but we really appreciate you opening the email! So...we're going to give you a million dollars. (Just kidding.) We do want to wish you happy holidays and we hope you have a great break! 

 

If you have any other questions, feel free to reach out to Nate Nelson via Slack. 

 

PRODUCT UPDATE 

THERE ARE NO SRP UPDATES FOR FEB 6, 2020 

Internal Only - Do Not Distribute Externally

Check out the #product_release Slack channel as an additional place to read up on the latest product/feature updates. This email will be sent every Thursday afternoonClick here if you’d like to see any past product updates.

SUMMARY

 


 

SR Health Summary:

  • Profile appointment cards with previous and future appointment.

  • Set Blackout Dates, days of the week and Time of day delivery preferences by Voice and SMS.

  • Filter report options now include Provider, Department and Message Type.

  • Within Conversations, hover over any message to add notes or comments. 

 

SR HEALTH UPDATES

 


 

This section in Product News is to announce the new features that have rolled out in SR Connect each week.

Profile Appointment Card

The appointment card added to patient profiles shows patient’s previous and next appointment. 

Configuration of Departments Screen

Set Blackout Dates, days of the week and Time of day delivery preferences by Voice and SMS!  

Reports: Filter 

Filter report options now include Provider, Department and Message Type.

Internal notes within Conversations

Within Conversations, hover over any message to add notes or comments. A later iteration of this will be to actually tag @ other internal users in the comment for which they will be notified.

This new feature gives users the ability to take notes on a particular message so that other staff members can be aware of who is following up or if they return to the message, they will be aware of any actions that were needed. 

Future functionality will give staff the ability to tag other staff members in order to assign a particular communication to that person.  

ROLLING ROADMAP

 


 

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.

PRODUCT UPDATE

Internal Only - Do Not Distribute Externally

Check out the #product_release Slack channel as an additional place to read up on the latest product/feature updates. This email will be sent every Thursday afternoonClick here if you’d like to see any past product updates.

PLATFORM UPDATES

 


 

Summary:

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. 

  • Patients selecting “Yes, Cancel Appointment" are taken directly to the cancellation landing page where we display the cancellation/reschedule auto-response and reschedule button if the client has SR Schedule.

 

  • Patients selecting "No, please keep my appointment" are taken to a confirmation landing page and their appointment is confirmed.  

 

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. 

BUG FIXES


 

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.

ROLLING ROADMAP

 


 

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.

PRODUCT UPDATE

Internal Only - Do Not Distribute Externally

Check out the #product_release Slack channel as an additional place to read up on the latest product/feature updates. This email will be sent every Thursday afternoonClick here if you’d like to see any past product updates.

PLATFORM UPDATES

 


 


Email Notifications for Cancel/Reschedule Responses 

A practice can currently be notified of patients requesting to cancel or reschedule their appointment via SR Notify. Now when a patient responds with a cancellation trigger word (ex: “cancel” “no” or “n”) or a reschedule trigger word (ex: “reschedule” or “r”) the office can get notified via email (whether they have SR Notify or not!)

For PM/EHRs that are set up for appointment cancellation writebacks, this information is stored in the PM as well! 

Please note: this feature is available whether or not they have the Cancel/Reschedule auto-response activated.

The office can also set up several email addresses to receive the notification in order to ensure someone on the staff is there to help. 

 

This enhancement gives the practice the ability to be aware and proactive with patients that request to cancel or reschedule to keep their schedules full. 

Cancellation/Reschedule Auto-Response FAQ

Breakdown of Types of Recall Messages Set to Send  

Previously, customers have only been able to see one number of messages sending in the next batch. See below: 

This enhancement breaks down the types of messages by Voice Messages vs Email and Text Messages. Customers can now better monitor the messages that are getting sent out.  

New Practice Select Report: Reminder Messages Sent by Date

In our ongoing effort to show customers how Solutionreach is helping their business, we have added a new report for Practice Select customers showing the number of reminder messages sent by date...including the ability to modify the locations and date range. This is another win for our multi-location customers!

Reminder!! Appointment Cancellation Writebacks - Centricity (Beta)

Don’t forget that this functionality is now in Beta. If you have customers or prospects interested in trying it, please follow the directions below. 

Now patients have the ability to indicate that they are cancelling their appointment and have it write back to the office’s PM/EHR in order to ensure that empty slots are being filled. The only PM/EHR that this is available for is Centricity and will need to be placed on a specific version of the sync. Please contact Kara (kara@solutionreach.com) if you have a Centricity client interested in this feature. 

SR Conversations Multi-Location Interface - Specific Practice Login

An enhancement to the multi-location interface for Conversations, specific users can choose which locations they want to log into rather than logging into all of them at the same time. 



Reminder!! - SR Conversations Multi-Location Interface (Beta) 

Don’t forget that this functionality is now in Beta. If you have customers or prospects interested in trying it, please follow this process.

Practice Select customers will now be able to see all locations in alphabetical order along the left edge of the SR Conversations browser window, including notifications of unread messages at the top. 

This new release gives multi-site Practice Select customers a significant advantage by being able to see all conversations for the organization on one tab and on one screen. It provides the ability to use Conversations for the entire organization in a call center type environment. Many prospects are considering Solutionreach as a result of this functionality alone. 

 

BUG FIXES

 


 

Verification with email message edit

When editing the email message in a reminder, it asks to have the message verified even if the template is already verified and the Text Message content did not change. This prompt will not show up now when editing the email portion of the template.   

 

SR HEALTH UPDATES

 


 

This section in Product News is to announce the new features that have rolled out in SR Health each week.

Intake UX Updates 

We have improved the user interface for SR Health Forms to reflect the same structure as the other modules on SR Health including icons, alignment and images.  

ROLLING ROADMAP

 


 

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.

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