Updates
Recent CareCru Updates
Donna's newest workflow designed to notify your patients when their appointment is Booked, Rescheduled, or Cancelled. Keep your patients in sync with their appointment times, without having to lift a finger. 📆
You'll find this new feature under Account Settings > Donna > Save the Date.
What to Expect with the New Feature
- Automated Notifications: Enabled touchpoints trigger automated notifications shortly after appointments have been booked, rescheduled, or cancelled in your practice management software, reducing the need for manual follow-ups.
- Intelligent Integration: Donna picks up on these changes to your schedule in real-time, BUT will avoid contacting patients multiple times if the changes to the appointment were made within 5, 10, or 15 minutes (default is 5minutes).
- Easy Calendar Integration: Patients can add appointments to their personal calendars directly from the notification, making it convenient for them to keep track of their schedules.
- Re-Booking Cancellations: For cancelled appointments, patients are automatically prompted to re-book online and/or call the practice to schedule anew appointment.
- Touchpoint Customization: You can customize which actions trigger messages, adjust the timing, and tailor the message content to fit the unique needs of your practice and patients.
- Omit Practitioners/Chairs: Settings for any practitioners or chairs omitted from your normal reminders are replicated in the Save the Date automation to maintain consistency.
Getting Started
The following knowledge article which explains how to turn on this feature, and how to customize it to fit your specific practice needs.
How to Customize Save the Date Messages
Save the Date enhances patient satisfaction, reduces no-shows, and boosts operational efficiency at your practice. Keep your patients informed and engaged with this powerful new feature!
Users can now customize the order of the Online Scheduling Reasons that appear for patients on the Online Booking widget.
In CareCru:
- Go to Account Settings > Reasons
- Drag and drop the reasons to re-order
- Order changes will be instantly changed on the Online Booking widget
Order mapping example within CareCru:
Order mapping on widget:
When accepting a new patient record through an Online Appointment request, if the request was made by another individual - the email and phone number fields remained blank but were still a mandatory field to create the new patient. Now, if these fields have not been filled out by the requestor, it will automatically be defaulted to the requestor's information.
ie: Mom Susan Carleton requests an online appointment for son Bruce Carelton and left Bruce's email and phone number blank.
Previously when accepting the appointment, the new patient record would require the email and phone number to be filled out before acceptance. Meaning, the user would have to go copy it from Susan's initial request and then go back and accept.
Now, when accepting the appointment, Susan's email and phone number will be automatically populated onto Bruce's patient record.
With this release, we are modifying which chat a user gets redirected to when they choose Text Patient from any Actions menu.
If users selects Actions > Text Patient, they will now get directly sent to the Point of Contact (POC) Chat instead of first being taken to the patient's Chat, and be required to click another button to go to the POC.
Practice users can still access the non POC chat by searching for that patient in Chat or clicking on the Open chat in any of the chat queues (All, Open, Closed, Unread).
When attempting to accept an online appointment request, the gender was not populating which forced the user to have to add it manually before being able to accept the appointment. This has now been resolved.
*For Tracker Practices Only
When linking an online appointment request to an existing pending appointment in Tracker, the appointment status was not updating from Pending to Booked. Only the date/time of the pending appointment is being updated from the online appointment request. This is now resolved.
Accounts set up with Admin user role access, should be able to edit and delete other accounts that are set as either Admin or User.
This function was no longer working, and has now been resolved.
