This release includes automatically collecting patient balances, bypassing list review in campaigns, and improvements to the search bar.
New! Collections Automation: Improve your collections process and save yourself time and stress with automation.This new campaign targets the responsible party with a balance that’s 30+ days old. You can send texts and emails to ensure patients receive consistent communications, so any outstanding balances remain top of mind. Start using Collections Automation today.
Audience flow: You’re no longer required to preview your audience before sending a campaign. Now you have the option to skip viewing your list.
The Universal Wrapper makes switching between applications like Phone, Messenger, Insights, and Campaigns faster.
Settings have been relocated to the top right of the top navigation menu.
Search for patients in the top navigation by: First name, Last name, Phone number, Email
Expand on a patient with the sidebar to do the following: See patient information, Call, SMS, Expand to full patient profile
Do the following from search results: Call , SMS
Multi-location practices and practices using Phone 1.0 don’t have access to the Unified Wrapper enhancements.