Latest releases and product enhancements.
AI-Powered Enhancements
Updated KPI Help Sections: All help sections for KPIs now feature comprehensive descriptions detailing how each KPI is calculated, offering greater clarity and insight into performance metrics.
Form Summaries in Previews: Each form preview now includes a summary at the top, providing a concise overview to streamline form navigation and review.
Automated Reply Settings
In Settings > Communications, a new option called ‘Replies for Missed Messages’ has been added.
When enabled, Practice by Numbers (PbN) will automatically reply to incoming text messages received outside office hours, notifying the patient that the practice is closed.
Appointment Reminder Campaign
SMS Templates now support the merge tag ####{{ appointment_event_links }} for Save the Date, Primary Early Reminder, and Secondary Early Reminder.
Exclusion Section Update
The Exclusion Section is now called ‘Audience Filter’.
Users can filter patients based on the codes in their upcoming appointments and patient tags, with options to include or exclude these filters.
Follow-up Campaigns
Automatic Template Translation: Users can now easily translate all templates in a follow-up campaign to Spanish using AI translations.
Copy Campaign to Another Office:
Follow-up campaigns can now be copied from one office to another.
The copied campaign will initially be inactive.
If the logged-in user does not have access to another practice, a message stating, “You do not have access to any other practice or no sister practice is available to copy the campaign,” will be displayed.
Users are allowed to have only one active Appointment Reminder Campaign at a time.
Email and SMS Templates
Sending Test Templates:
All merge tags will now populate with dummy data, allowing users to see what a message sent to a patient would look like.
The option to select a name has been removed from the sending modal.
Forms
The custom data source checkbox is now available for Radio Button Blocks and Yes/No Blocks in the form editor, applicable to Open Dental and Eaglesoft.
Add a New Page:
Users can now add a new page to the left or right of the currently selected page rather than only as the last page in a form.
Forms can be mapped to specific service codes under a new column ‘Required for?’.
If ‘Required for?’ is selected, the ‘Frequency’ column will be disabled, as both cannot be used simultaneously.
Forms mapped to a service code will automatically be sent to a patient when an appointment is booked that includes the corresponding service code.
Practices are advised to include the pending forms link in their ARC when forms are tied to service codes.
ES Medical History Sync Status:
The sync status for PDF writebacks and ES Medical History writebacks will now be displayed in the Sync Status tooltip.
Referral Source Writebacks:
The selected PMS-mapped referral source will now be written back into the PMS, excluding options like ‘Another Patient,’ ‘Another Doctor,’ or ‘Other’.
Payments
Exclude Account Types Filter Enhancement:
Patients in a payment campaign sequence whose account type/billing type is updated in the PMS will be removed from the payment campaign and returned to the Outstanding Balance List.
New Setting to Remove Patients from the Payment Campaign:
When a patient’s balance falls below a set value, they will be removed from the payment campaign and returned to the Outstanding Balance Page.
The balance for this setting cannot exceed the minimum balance allowed for automation.
Opted-Out Patient Table
All Opted-Out Patients Listed:
Patients will now be listed in this table when they opt out of any campaign type, not just ‘All SMS’ or ‘All Emails’.
The specific communication type opted out of will be listed, and if more than one is involved, a tooltip will show all opted-out campaign types.
Carrier-Level Unsubscribed Patients:
Patients who unsubscribe at the SMS carrier level (using keywords like STOP, STOPALL, UNSUBSCRIBE, CANCEL, END, or QUIT) will now be included in the opt-out table.
Practice IQ
Enterprise Dashboards:
Users can now share enterprise dashboards with user-type restricted staff.
Patient Search
Users can now search for patients by first name.
