October/November 2023 Release Notes

Schedule Recurring Appointments

With this enhancement, you can easily generate and oversee recurring appointments directly within the Scheduler section of both the Provider web and Provider native app. Choose your recurrence type (daily, weekly, monthly, or yearly), specify the repeat instances, and set an end date that respects the maximum limit. It's a streamlined way to handle recurring appointments with precision and ease.

Create Recurring Block Times

You can create, customize, edit, and delete recurring block events with individual instance control. This addition simplifies the management of recurring block times, making scheduling tasks more efficient and adaptable to your requirements.

Please note that this feature is available only in conjunction with Elation as the underlying E.H.R today.

Watch our demo video here.

Enhanced Task Representation in Patient App

This update brings a more intuitive user interface and workflow enhancements to streamline patient task management experience. Here are the key changes:

• Home Screen Simplification – Patients can now gain access to the documents and clinical profile sections directly from the home screen. All incoming tasks, including form requests will be grouped under the “My Tasks” section.

• My Tasks Enhancement – Date picker has been added to enable patients to view tasks for a selected date. Improved task navigation by allowing a one-week date range, starting from today. Tasks will now be categorized into "Care Plan Tasks" and "Clinical Tasks" for better organization. Patients will also be able to view and complete any missed tasks. 

Search a Task

Whether you're using the provider web or mobile app, you'll find a consistent and user-friendly search bar. When you enter a query, matched tasks and subtasks will appear grouped by existing categories. This update is all about making your task management smoother and more efficient. Happy searching!

Watch our demo video here.

Enhanced Appointment Dashboard for Comprehensive Scheduling

Easily filter appointments by provider, appointment type, appointment status, and date range, all in a single view. The familiar calendar format now includes these additional filters, making it a breeze to find the information you need.

You can select multiple providers and instantly switch to a month-wise view, displaying the distribution. Click on any day in the month view to access a detailed breakdown of appointments by location, day, and provider.

New Communication Consent Component in Forms

Now, when creating forms in Provider Web, you can effortlessly add consent fields for communication. This feature ensures compliance and simplifies your communication processes.

Enhanced Article Creation Experience

We are excited to introduce a revamped article creation process in Fold, featuring a brand-new user experience. With this update, users can now effortlessly search, sort, and filter media types when creating articles. This improved functionality empowers clinics to seamlessly create articles, ultimately enhancing their content management capabilities.

Watch our demo video here.

Streamlined @Mention Filtering

In this release, we've introduced a valuable feature for managing @mentions. Users can now filter @mentions based on three categories: Read, Unread, and All. We've thoughtfully set the default @mention filter to 'Unread' to ensure that your @mention inbox remains clutter-free once you've reviewed these important messages. This enhancement simplifies communication management within the platform.

Identifying Non-Engaged Members

In the context of Employer Reporting, our update enables users to identify and view members who have not been engaged with the platform in the last 3, 6, or 12 months. This valuable insight empowers healthcare practices to run targeted campaigns and automations, rekindling engagement between members and the practice. By focusing on non-engaged members, you can foster stronger connections and drive increased participation within your healthcare community.

Improved Text Box Size for Enhanced Messaging

In response to user feedback, we've made a noteworthy enhancement to the text box size on the provider web app. Previously, users were limited to a two-line text box when typing messages to members. With this update, we've expanded the text box to accommodate up to five lines, offering a more spacious and user-friendly experience. This change simplifies communication and provides more room for detailed messages, ensuring a seamless messaging experience between providers and members. We're committed to continually enhancing your communication tools for a better user experience.

Repeat Node in Automation

We are thrilled to introduce the latest enhancement to our automation system. With the addition of the "Repeat Node," users now have the power to seamlessly repeat any subsequent actions based on the frequency they set. This versatile tool enhances automation capabilities, allowing for more precise and efficient execution of workflows. Whether you need to schedule recurring actions or create dynamic, repetitive workflows, the Repeat Node empowers you to tailor automation to your specific needs. Simplify and streamline your automation processes with this valuable addition. 

New UI for Stats of Campaign and Automations

We are excited to introduce a significant upgrade that empowers users to monitor SMS and Email analytics directly within the Campaign and Automation section. This feature allows you to track the performance and effectiveness of your campaigns and automations effortlessly. Gain valuable insights into the reach, engagement, and impact of your campaigns. Making data-driven decisions is now simpler than ever.