August Sprint 1
-
CRM Configurations: The CRM Configurations application has been enhanced with new search functionality, making it easier for users to locate and edit configurations, thereby streamlining the overall user experience.
-
Custom Tags: The Custom Tags application has been enhanced to support the creation of tags specifically for the decision area in Treatment Opportunity records. This update allows for more precise categorization and documentation tailored to decision-related actions.
-
Patient Records: The Patient Record UI has been updated with a new section where users can view and manage all calendar appointments associated with the patient. This section features a show/hide functionality, allowing users to control the visibility of specific data points for each appointment, ensuring a customizable and streamlined experience.
-
Patient Records: The Treatment Opportunity section in the patient record has been updated to include show/hide functionality, allowing users to customize the columns displayed. This enhancement provides greater control and flexibility over how information is presented in this area.
-
Patient Records: The Addresses section in patient records has been updated to include show/hide functionality, enabling users to customize which columns are displayed. This enhancement offers increased control and flexibility over how address information is presented.
-
Patient Records: The Insurance List section in patient records has been updated to include show/hide functionality, allowing users to customize which columns are displayed. This enhancement provides greater control and flexibility over how insurance policy information is presented.
-
Patient Records: The Instant VOB History table in patient records has been updated to include show/hide functionality, enabling users to customize which columns are displayed for a more tailored view.
-
Prospect/Patient Records Grid: The right-click quick actions on the Prospect/Patient Records grid have been updated to include a new option for users to easily request an Outbound Call for the selected patient record. This new feature integrates with the system’s Outbound Call List, providing a seamless workflow for managing outbound communication.
-
Referral Sources: The notes section in Referral Source records has been updated to include show/hide functionality, giving users the ability to customize which columns are displayed. This enhancement offers increased control and flexibility over how information is presented in this area.
-
Referral Sources: The following sections of the Referral Source record have been updated to remove drop shadows and padding from the tables, ensuring a more uniform appearance that aligns with the rest of the site: Referral Information, Address, Phones, Contacts, Communication Logs, Notes, Email Logs, and Associated Call Queue Records.
-
Treatment Opportunities: The decision area in Treatment Opportunities has been enhanced to provide users with seamless access to schedule appointments. A new Schedule an Appointment link is now available consistently, regardless of the decision applied, allowing for quick and efficient appointment scheduling with patients.
-
Treatment Opportunities: The decision area in Treatment Opportunities has been enhanced to allow users to apply decision-related tags to the record for improved documentation. This tagging functionality is available regardless of the decision applied to the record (Yes, No, or Null), ensuring consistent and thorough documentation.