In this release we’ve focused on empowering our customers during the COVID-19 pandemic. Feature enhancements include...
- Creating functionality that allows users to enable and disable Appointment Reminders.
- Building functionality around customizing pre-visit instructions by provider to better support telehealth visits.
- Creating Group Messaging templates around closing and reopening the practice in the event of an emergency.
- Displaying a warning window for patients who attempt to use an SR Schedule direct link that has been deactivated.
- Identifying and correcting inefficiencies around Newsletter coding resulting in an increase in Newsletter capacity.
- Building a default SR Intake COVID-19 Pre-Screening Questionnaire
- And fixing a bug in group messages that was limiting messages to 1,050 characters instead of 2,000.
...But that’s not all, we also snuck in one additional non-covid feature enhancement...
We’ve released the #1 feature request for Smart Reviews, the ability to send a Smart Review invite to any patient at any time!
Appointment Reminders: User ability to enable/disable
Users now have the ability to quickly turn off email and text appointment reminder messages at their own discretion in the event of an emergency or incorrect data. This is critical for practices creating disaster recovery plans and for reducing patient confusion.
To enable/disable email and text Appointment Reminders users simply navigate to the Delivery Settings to toggle the feature on or off. In an effort to reduce the risk of a user accidentally deactivating or activating Appointment Reminders, a warning message will appear for the user to confirm the action.
- This feature is available to users who have permission to edit Delivery Settings.
- The "Reminder Messages" option in appAdmin has been renamed to "Email and Text Reminder Messages" for clarification purposes and will reflect the status in the platform.
- This setting does not impact Voice Reminders (see Voice Settings); however, a link is provided for the user to easily navigate to the Voice Settings.
- A notice appears on the Schedule page reminding users that the Appointment Reminders are inactive and how to reactivate these messages.
- Within the Delivery Settings, the Email and Text Reminder Messages toggle is red when disabled clearly identifying the status.
- By turning off Appointment Reminders, Missed Appointment Messages and Post Appointment Messages are also deactivated.
- Users will still be able to review Schedule to look up appointments and when reminders are scheduled to be sent, but messages will show “reminder disabled” at trigger.
- Note: This feature is not yet available for Practice Select Customers.
Pre-Visit Instruction: Appointment provider option
Practices now have the ability to customize pre-visit instructions by provider. This is a significant release as it enables offices to more easily facilitate telehealth appointments by sending the telehealth link in the pre-visit instruction email. Practices simply insert the provider’s telehealth link to be included in the pre-visit instructions for the specific provider and the appointment type group for telehealth. BONUS: This feature release also makes it possible for providers to have different cancellation policies or instructions.
Group Messaging: Open and Closed Templates
In the cases of a pandemic, severe weather conditions or other emergency, practices need the ability to easily close temporarily and reopen the practice. With this new feature release, practices may use predesigned group templates to help them inform patients quickly and easily. Both the Closed and Open messages are available in email and text.
Do note that in instances where the practice name is lengthy, they will need to edit the message, otherwise the error will be displayed upon preview and will not allow the user to send.
The template messaging is by design, generic. The reason for this is to ensure customers have a resource to use in the event of future emergencies once the COVID-19 Pandemic ends.
SR Schedule: Display a warning window to patients when SR Schedule is disabled
Offices that have disabled SR Schedule now show a window warning to patients who have used the direct link informing them that the practice is not currently accepting online requests. The warning window cannot be closed and patients cannot submit an appointment request. Note: If customers use the website link provided within the SR Schedule settings or Recall messages, the patient is taken to the microsite upon clicking that URL.
Newsletters: Increase performance efficiency
Engineering discovered some inefficiencies slowing Newsletter performance. They have been corrected and Newsletters are now able to send more newsletters while maintaining the same computing resources.
This is a huge win. Over the last 2 weeks Messaging surged, tripling at its peak, as providers are communicating vital practice updates and sharing COVID-19 preventative material.
SR Conversations: Smart Review Template (#1 SR Smart Review Feature Request!)
Use SR Conversations to send a Smart Review invitation to any patient at any time. To help practices from accidentally spamming users, this feature posts the timestamp of when the last invitation was sent AND actually prevents an invitation from being sent more than once in a 24 hour period. The option to send the invitation simply grays out and will not activate until the 24 hour hold has passed. While this template is now available in both English and Spanish, the experience in SR Smart Reviews is still limited to English.
Other highlights include:
- Messages are also shown in Patient Message History within appSubscriber
- Invite may still be sent from the Action List or the Smart Review app
- The message appears in the message history within Conversations
- The template only appears if the office has Smart Reviews and Conversations
SR Intake: COVID-19 Pre-screening questionnaire
All SR-Intake customers now have access to the COVID-19 Pre-screening Questionnaire. For practices that are currently open, this is critical for preventing the spread of COVID-19 and for saving staff and patients time. It is also a critical component for practices looking to create an entirely virtual experience for their patients.
Group Messaging: Email character limitation correction (now 2,000)
SR Group emails were being cut off at the 1,050 character limit, not 2000 as the template was displaying. This issue has been resolved and group email messages can now use up to 2000 characters. This is especially important now as practices are trying to provide important instructions and communications around COVID.