Latest releases and product enhancements.
TABLE OF CONTENTS
- Appointment Reminder Campaign
- Review Request Campaign
- Patient Communications | Comm Center
- Patient Flow
- Forms
- Patient Window
- Payments
- Practice Notifications
- Treatment Plans
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Campaigns
Appointment Reminder Campaign
Save the Date Customization: Set "Save the Date" reminders for appointments scheduled within the next 21 days, with options to adjust the reminder period to as short as seven days.
Review Request Campaign
Customizable Landing Page: Personalize the review request landing page by editing the Heading, Subheading, Feedback Text, and Feedback Button text.
Custom Tags: Add and manage custom tags for campaign inclusion/exclusion.
Patient Communications | Comm Center
Filters and Actions: Organize conversations with new filters and actions accessible via the Funnel icon.
See Communication Center Filters for details.
Picture Attachments: Send files and pictures to patients using the paper clip icon.
Soft Delete Messages: Delete sent messages from your view (does not unsend messages to patients).
Opt-Out
Campaign Opt-Out: Patients can opt out of specific automated campaigns. After confirmation, you can manually opt them back in.
Opted Out Patient List: View the list of patients who have opted out.
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Patient Flow
Routing Slip Edit: Edit and save routing slips for multiple appointments on the same day.
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Forms
Show Forms for Multiple Patients After Login: View forms for minor dependents using the responsible parties link.
Field Propagation Between Forms: Copy values between family members' forms using the "Copy Form" button.
Add Multiple Family Members: Add multiple family members when filling out new patient forms through the public package link.
Password Hint on Login Failure: Receive a password hint on login failure. You will see the first 2 characters with trailing three *'s of the patient's first name as a hint if the login fails.
(Note - It will always be 2 characters and 3 * no matter the length of the patient's name.)
Adjustable Campaign Message Sending Time: Adjust message sending time for forms.
Additional Filters for Automatic Forms Campaign: Filter automatic forms campaigns by tags, ops, and services scheduled.
Huddle and Schedule: Identify pending forms with the new pending forms icon.
Email Option: Email completed treatment plans and consent forms at the patient's request.
Action Needed for Forms not Sent: Notifications for pending forms invite message that were not sent to the patient.
Tablets
iOS Kiosk app: The iOS kiosk app is now accessible for download on the Forms registration page and within the Forms > Tablets page.
Please see the Forms Update 2023 article for more information.
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Patient Window
Pick a Template: Choose email templates directly from the patient window for patient communications and treatment plan delivery.
Tasks
Log Contact Options: View all log contact options for tasks created from the patient window.
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Payments
Request Payment | Current Balance / Custom
Statement Attachment: Attach a statement to one-time payment requests.
Payment Automation Settings
Exclude Patients from Follow-Ups: Exclude patients from payment follow-ups with a PBN custom tag.
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Practice Notifications
Notifications Page
Log of Notifications: View all email and SMS notifications sent to practice users. On this page, you can see all the email and SMS notifications that practice users have subscribed to on the Settings > User Notifications page.
User Notifications | Appointment Confirmation Alerts
You will now receive more details in the email notification for the 'Not understood text message' for appointment confirmation. The new message will be as follows:
has responded to their appointment confirmation message in a way we didn't understand.
The patient’s response is “response in italics.”
We need your help reviewing that message. Click here to review the message.
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Treatment Plans
You can now show the "balance" and "tax" to patients when presenting a treatment plan.
Show Tax: Enabling the ‘Show Tax’ setting will include the Tax amount in the Estimated Patient Portion of the treatment plan cost table. This will sum up the tax estimates for any planned procedures that carry a tax value. If the Tax amount is zero, the Tax row will not be displayed in the Treatment Costs table. (As of December 2013 three states have imposed some form of “tax” or “fee” on dental services – Hawaii, Minnesota, and New Mexico.)
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