SUMMARY

In this release, we’re rolling out updates that make your workflow smoother, clearer, and easier to navigate:

  • Intake: QR codes & shareable links for easier pre-visit form completion.
  • Intake: Resend forms directly from the Take Action Calendar.
  • Insurance: Copay & Group ID now included on PDF for clearer verification data.
  • Intake: Standardized insurance fields across forms and PDFs.
  • Dashboard: Updated Appointment Requests tile with clearer, more accurate data.
  • Conversations: Updated Open Conversations button for improved UX.
  • System fixes: Faster newsletter load, accurate insurance remaining amounts, smoother SR Schedule page loads.

 

Intake – QR Code and Website links now available for packets

Practices can now generate and share unique URLs and QR codes for intake packets, allowing patients to access and complete forms before their first visit. This enhancement streamlines onboarding and data collection by enabling flexible form sharing through links, downloads, or printed codes. The QR code and website links are available on both corporate and single practice packets. Screenshot of an Intake packet settings page showing newly available QR code and shareable URL options for sending intake forms to patients.

Intake – Resend Forms from Take Action Calendar

Intake users can now resend intake forms directly from the Take Action Calendar without needing to access the platform. The resend option is available for forms in “Sent” or “Started” states, allowing users to select the devices and language before resending. Completed forms no longer display the resend button. Screenshot of the Intake Take Action Calendar showing the new “Resend” option for forms in Sent or Started status, allowing users to resend forms without opening the platform.

Screenshot of the Resend Form settings where users choose device type and language before sending.

Conversations – New Open Conversations Button

The “Open Conversations” button has been updated in Practice Select and Dashboard/Overview to align with the Solutionreach brand and improve user experience. This change ensures a more professional, clear, and consistent appearance.   Screenshot of the updated “Open Conversations” button in the Conversations interface.   

Dashboard – Recent Appointment Requests Tile

The dashboard’s Microsite “Total Appointment Requests” tile was changed to now display recent requests and matches the logic used in the appointment requests report. The unused microsite “Other” tab and SRS basic opt-in banner code have been removed for clarity since those features are no longer available.
Screenshot of the updated Dashboard tile showing recent appointment requests.

Insurance – Copay and Group ID Added to PDF

The Insurance PDF now displays Copay and Group ID information when available, providing a more complete view of insurance verification data. This update enhances the credibility and value of the PDF writeback for users.
Screenshot of the Insurance PDF now showing Copay and Group ID details.

Screenshot displaying the updated Insurance PDF, including Copay and Group ID information when available.

Intake – Standardized Insurance Field Names and Order

Standardized the field names and sequence within the Insurance section across packet creation, patient intake forms, and completed PDF views. We also updated several labels and the section header for clarity, and removed the “Billing Priority” field for consistency.

Insurance – Zero Displayed for No Remaining Amount

Fixed an issue where insurance remaining amounts of zero were shown as “unknown” instead of zero. Now, when there is no remaining balance, zero is correctly displayed.

SR Schedule – Appointment Request Blocked by Filter

Resolved an issue where the “Primary Policy Holder” field, when disabled, could still prevent patients from submitting appointment requests if marked as required. Disabling this field now ensures it does not block form submission regardless of its required status.

Location Hub – Faster Loading of Newsletter Creation Page

The newsletter creation page in Location Hub now loads significantly faster by fetching images in smaller batches instead of all at once. Users can begin editing immediately while images continue to load in the background.

SR Schedule – Improved Post-Booking Page Load

Fixed an issue where the patient-facing post-booking page in SR Schedule loaded slowly and briefly displayed incorrect content before the loading animation appeared. The page now loads smoothly without visual glitches.

Insurance – Verification Status Updating Correctly

Resolved an issue where insurance verification status and source dates were not updating after changes in the originating system, resulting in outdated or incorrect indicators. Status and dates now update reliably across all relevant areas.

Intake PDF – Additional Forms Displaying Correctly

Fixed an issue where additional forms that did not require signatures were omitted from the Intake PDF. All additional forms, regardless of signature requirements, now display correctly in the generated PDF.

Performed system enhancements to improve performance and increase security

Solutionreach continuously works to enhance system performance and increase security to provide our users with improved experiences.