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

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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.

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Haven't set up New Patient Welcome automation yet? 

Read below to find out how to:
New Patient Welcome Automation

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👂 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!

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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

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How to Access New Forms

Our newforms are easily accessible directly within Chat and in the Forms section for seamless patient communication.
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📰Learn more about this new enhancement by clicking the article below:
🔹Pre-Fill Forms
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Try out Pre-Fill Forms and explore our new Consent Forms today!

We have enhanced our Smart Recare list for Tracker practices that rely on follow-up dates to manage their pending appointments.

Now, the Smart Recare list will read follow-up dates in addition to the original date (due date) on the pending appointment.

If there is a follow-up date set in the future, then this patient will not be listed in the Smart Recare, as the future follow-up date indicates they are not to be contacted until that time.