Update Release Notes

Released May 3, 2023

• Added new after-hours messaging system
• New provider homepage notification for unread after-hours messages
• Ability to set an on-call provider for after-hours messaging
• Updated messaging search to allow for search by provider, category, and more
• When messaging, the patient will now select a message category (Note: Messaging Categories Other and Prescription Refills are required)
• Added the ability to call the patient directly from a message thread
• Added site setup option to recategorize messages without a response to “Other” after a set number of hours so messages are not missed
• Added site setup option for sent surveys to remain active for up to 30 days after being sent (excludes manually sent surveys)
• New login screen office hours and information
• Added EMR website link on messaging thread
• Modified workflow to allow patients to request prescription refills via messaging
• Bug fixes and UI enhancements

Released May 6, 2023

• Added user invitation status filter in user search and general schedule
• Added origination source when searching for messages
• Fixed after-hours messaging to not be visible to patients if there is no provider scheduled
• Bug fixes and UI enhancements

Released July 16, 2023

• Moved provider cell phone number to user profile for all admin.
• Changed workflow to allow admins to have a cell phone number on their user profile.
• Changed workflow to allow admins to update their own cell phone number and preferred method of contact.
• Changed all points where provider cell phone number was used to use user profile cell phone number.
• Split out preferred method of contact for admins to office hours and outside of office hours.
• Changed all email/text workflows to follow new admin preferences by time of day.
• Changed past patient appointments to date descending for app and website usage.
• Bug fixes and UI enhancements

Released July 22, 2023

• Added last login date range search criteria to patient user search.

• Added app login date range search criteria to patient user search.

• Added user agreement status as search criteria to patient user search.

• Added last signed user agreement date range search criteria to patient user search.

• Added last password change date range search criteria to patient user search.

• Renamed "Logon Status" to "Website Logon Status" for easier understanding of what the filter means on user search.

• Added export to excel to patient user search. This export will provide patient ID, last name, first name, date of birth and insurance provider.

• Added export to PDF to patient user search. This export will provide patient ID, last name, first name and date of birth.

• Bug fixes and UI enhancements

Released August 27, 2023

• Changed Email/Text Message tab in patient setup to "Messaging".

• Added recent patient message threads to "Messaging" tab in patient setup screen.

• Added functionality to start a new message thread from the patient setup screen under the messaging tab.

• Removed subject from digital messaging platform-wide. This is no longer needed since we have "reason." As such, there are two new messaging reasons (from alerting system and from monitoring).

• Bug fixes and UI enhancements

Released March 16, 2024

• Added new feature office contact groups.

• Modified follow up items to work with new office contact groups.

• Modified office communications to work with new office contact groups.

• Modified notification job of pending attention to work with updates to Follow Up Items and Office Communications.

• Bug fixes and UI enhancements