Product Release - September 2024

Latest releases and product enhancements.

TABLE OF CONTENTS

• AI-Powered Enhancements
  
• Automated Reply Settings
• Appointment Reminder Campaign
• Exclusion Section Update
• Follow-up Campaigns
• Email and SMS Templates
• Forms
• Payments
• Opted-Out Patient Table
• PracticeIQ
• Patient Search

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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.

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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.

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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.

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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.

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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.

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Forms

• Custom Data Sources for PMS Writebacks: 
  • 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.

• Service Code Mapping: 
  • 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’.

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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.

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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.

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PracticeIQ

• Enterprise Dashboards:
  • Users can now share enterprise dashboards with user-type restricted staff.

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Patient Search

• Users can now search for patients by first name.