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Engagement
Coming Soon in Analytics
Engagement
Updated lefthand navigation
The Rewards tab (previously in the lefthand menu) has been consolidated into the patient card. Now when redeeming or rewarding points, just navigate to the patient card to take action.
In the patient card, click on the present icon to open the Rewards menu and choose from the following options:
Loyalty information: Review the patient's current point balance, reward history, and app login email address
Add points: Reward up to 500 points to the patient
Claim reward: Enter in the patient's code to redeem points for prizes at your practice (Note: In order to redeem prizes, the patient must provide you with the redeemable code that they are given in the patient mobile app)
Note: Patients must utilize the mobile app in order to receive points and claim rewards. If patients are not mobile app users, the ability to add points/claim rewards will not be available in their patient card.
NEW! Attach a voicemail drop to certain TouchPoints™
In addition to automating your patient communication, you can now also choose to attach a personalized voicemail along with your message!
Attach a voicemail to the following TouchPoints™:
Voicemail Drops are managed in Engagement Settings. Be sure to check your current subscription and ensure that you have enough voicemail credits and that you've created relevant voicemail recordings to set up prior to attaching voicemails to your TouchPoints™. Learn more about managing Voicemail Drops in Settings.
NEW! Service-first online scheduling experience
Decide which online scheduling flow you'd like patients to experience when they book an appointment. The flow can be set for each individual scheduling link, allowing you to choose the experience you'd like based on the practice-level services selected for that link.
Default experience
Patient details (including insurance if enabled in scheduling link)
Reason for visit
Time slot
New service-first experience
Reason for visit
Patient insurance information (*only if enabled in scheduling link)
Time slot
Patient details
Unmark patients as seated in LiveOps®
In addition to manually marking patients as seated in LiveOps®, now you can also unseat patients in the event that they get moved to the Seated stage prematurely.
In the Arrived section of LiveOps®, click on the patient icon with the green bubble. In the pop-up window that appears, click Confirm to unmark the patient as ready to be seated.
Coming Soon in Analytics
Updated lefthand navigation
We've made a few changes to the main lefthand menu in Analytics! Please pay attention to the following navigation updates:
Scorecards
Scorecards now has its own place in the lefthand menu
Dashboards dropdown
The Dashboards dropdown now includes the Accounts Receivable Report (previously in the DSO Reports dropdown)
Manage Treatment Teams from the Morning Huddle or Schedule Analysis Day View
Treatment Teams settings have moved! Now you can manage your Treatment Teams from the Morning Huddle or the Schedule Analysis Day View. Just click on the Show Treatment Teams button on either dashboard.
Group procedure codes by ADA category in Scorecards
Now you can group codes by ADA category for easier viewing in Procedure Codes Scorecards. To choose this grouping, click on Scorecards Settings, then choose ADA Category from the Group By dropdown and click Apply.
Once grouped, you'll see the ADA category shown in the ADA Category/Procedure Code column. Click on the arrow next to the category name to expand and see all of the selected procedure codes included in that category.
