Updates
Recent CareCru Updates
We’re excited to share an update that will make managing recalls in Tracker even smoother!
From now on, any CareCru Logged Recalls will:
- Automatically populate into the patient’s pending recare appointment with a note in real time.
- Instantly update the follow-up date after logging the recall.
The note will display:
- The action taken (e.g., Logged Recall),
- Any manual notes you’ve added, and
- The first name and last initial of the team member who logged the recall.
Example:
We hope this enhancement helps streamline your recall process and keeps your patient records even more accurate.
If you have any questions, please don’t hesitate to reach out to our support team.
A new Manager role has been added to our CareCru User permissions. This role provides full access to all account configuration settings, while keeping multi-practice access exclusive to the existing Owner role (for Enterprise clients).
If you’d like a user to be upgraded to the Manager role, please note that this change must be made by your Regional or Area Manager. Our Support team is not able to update roles directly, so we encourage you to connect with your Regional/Area Manager if you’d like to explore this option.
For a detailed overview of the Manager role permissions and step-by-step instructions on how to upgrade a user, please see the below article:
How user roles are defined
We’re excited to announce an enhancement to the New Patient Welcome workflow that many of our customers have been asking for!
What’s new?
Patients who book same-day appointments will now receive the New Patient Welcome message by default. This change helps ensure that even last-minute bookings get the full welcome experience—allowing patients to fill out any required forms ahead of time, saving valuable time for both the patient and front-desk staff.
Why did we enable this by default?
The vast majority of CareCru practices requested this change in functionality. Enabling it by default ensures a consistent, time-saving experience for all new patients, no matter when they book their appointment.
Prefer not to send same-day messages?
No problem—this setting is easy to manage. Simply go to Account Settings > Donna and select New Patient Welcome.
Click on the settings ⚙️button and toggle the Send New Patient Welcome messages for appointments booked on same day option off.
Haven't set up New Patient Welcome automation yet?
Read below to find out how to:
New Patient Welcome Automation
👂 We’re always listening and building with your feedback in mind. Thank you for helping us improve the new patient experience!
Along with these forms, we are introducing Pre-Fill Forms, a powerful new feature designed to save time, enhance efficiency, and provide a more personalized experience for your patients.
With Pre-Fill Forms, you can pre-enter key values such as tooth & bridge number, operating dentist, and procedure type, which will automatically populate into the patient’s consent form before you send it. Once the shareable link is generated, your patients can receive a fully tailored form experience instantly!
Available Forms & Customizable Fields
We’re introducing both new consent forms and Pre-Fill Forms together to streamline workflows and enhance patient interactions.
Pre-Fill Forms:
🔹Crown and Bridge Consent ✅Tooth and Bridge Number(s)
🔹Extraction Consent ✅Tooth Number(s)
🔹Final Cementation Consent ✅Operating Dentist
🔹Oral Sedation Consent ✅Procedure, Operating Dentist
🔹Oral Surgery Consent ✅Procedure, Operating Dentist
🔹Endodontic Consent ✅Tooth Number(s)
🔹Cosmetic Treatment ✅Procedure, Operating Dentist
Additional Consent Forms:
We're also adding these additional consent forms to enable more comprehensive patient communication:
🔹In-Office Whitening Consent
🔹Invisalign Consent
🔹Nitrous Oxide Consent
How to Access New Forms
Our newforms are easily accessible directly within Chat and in the Forms section for seamless patient communication.
📰Learn more about this new enhancement by clicking the article below:
🔹Pre-Fill Forms
Try out Pre-Fill Forms and explore our new Consent Forms today!
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.
