SUMMARY

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

SR MOBILE APP UPDATES

  • Supporting Multi-location users.
  • Including message thread badge statuses.
  • Removing the option to send Review Invitations if the message type is disabled.
  • Allowing users to send the different SR Pay templates.
  • Adding Tap to Scroll to Top in SR Conversations.
  • Providing a Click-to-Call option to allow calls from the device number.
  • Improving the Filters on the Take Action Calendar.
  • Creating a Developer Mode for the SR QA team

 

Mobile: Multi-location User Access

 

Why? 

  • Allows users with location hub access to log into the mobile app to complete tasks, view calendars, and message patients.

 

What you need to know:

  • The user will land on a page to select a location upon login.
  • Click on the location icon to switch between accounts that the user has chosen to show in my location menu.
  • Add/remove locations from my location menu.
  • Access a location’s appointment calendar, conversation threads, and telehealth.
  • View the tabs and send messages according to the staff permissions.

multilocation user access screenshot

multi location access views screenshots

 

Message Thread Badge Statuses

 

Why? 

  • Provide a badge for each status of a payment or intake request within the message thread to help the user track the completion of the requests.

 

What you need to know:

  • The color of the request changes color based on the status it’s in.
  • Payment Statuses:
    • Request Sent – Yellow
    • Access Code Sent – Blue
    • Expired – Red
    • Follow-Up Sent – Purple
    • Paid – Green
    • Resolved – Gray
  • Intake Statuses:
    • Sent – Gray
    • Started – Yellow
    • Completed – Green

message thread badge status screenshot

 

 

Mobile: SR Pay Multiple Templates

 

Why? 

  • A lot of offices send SR Pay requests prior to a patient’s appointment in order to collect a deposit or copay. We want to provide additional templates to provide clarity for patients on what the payment is for so they are not surprised by the requests.

What you need to know:

  • Templates for the following:
    • Copay
    • Deposit
    • Balance Due
    • Overdue
    • Collections Warning
  • Templates are available in Spanish and English

 

sr pay templates screenshot

 

 

Mobile: Don’t allow Review Invitation if Message Type is disabled

 

Why? 

  • If a patient has opted out of receiving Review invitations, for legal reasons, and for the practice benefit we honor that selection in all areas of our system.

 

What you need to know:

  • Don’t allow patients that have Review Invitations disabled on the patient profile to be able to receive a Review invite from the app.
  • If only one patient is attached to the device, then show message type as disabled and message type disabled in the Quick Messages options.
  • If multiple patients are attached to the device, then the message modal will show the Patient name in the disabled state and the Opt-Out icon is shown.
  • Update the “last sent” to include the words “last sent [date].”

 

review invitations screenshot

 

Mobile: Add Tap to Scroll to Top in SR Conversations

 

Why? 

  • “Tap to scroll to the top” is a quick way to get to the top of the list when searching for information.

 

What you need to know:

  • “Tap to scroll to the top” is added within the message threads.
  • It is also located on the following tabs within SR Conversations:
    • Inbox
    • Unread
    • Flagged
    • Unknown
    • Archived
  • Tap to scroll is also available on the Appointment Calendar and in filters.

 

Conversations screenshot

 

Mobile: Click to Call from Device Number

Why?

  • Sometimes users need to call a patient from the mobile apps to provide aftercare, instructions, or request information.

 

What you need to know:

  • Tapping on the patient’s ellipsis menu […] will provide the option to ‘Call Patient’.
    • Available from the Appointment Calendar and Message Threads.
  • Calls will come from the device’s phone number.

 

 

Mobile: Filter Adjustments

 

Why? 

  • We want to provide a consistent experience across all areas of the mobile app and browser so that the experience is easier to use and manage.

 

What you need to know:

  • Appointment Calendar Filters
    • Appointment Type: Add “All” to the top of the list.
      • When checked, it selects all appointment types.
      • When “All” is checked, but then a few appointment types were unchecked, the “All” checkbox is removed.
      • When unchecked, it deselects all appointment types.
    • Provider: No Provider is changed to Unknown Provider
  • Conversations Filters
    • The “No flag” option was changed to have a capital F: “No Flag”