Release Notes September 2023

1. Download All Patient Surveys in Preferred Format

Workflow: Surveys > Click Survey > Survey Results

Users can download all patient surveys from the ‘Survey Results’ tab by navigating to the workflow mentioned above. They have the option to download the result in either Excel or CSV format. This feature enables users to review and manage all survey responses collectively and efficiently.

        2. Location Level Setting for Birdeye Feature

Workflow: Settings > Reputation Management > Turn on Enable Service Toggle

Users can configure unique Birdeye account credentials for each practice location through the settings menu. This supports accurate reputation management and effective patient engagement across different locations.

       3. Filter Appointment Reasons by Visit Type

Users can filter appointment reasons by visit type—office, video, or both—on the practice profile page. This refines the scheduling process, allowing for more targeted management of calendar slots based on specific visit types.

           4. Digital Check-in Emergency Contacts and Preferred Pharmacies

Patients can edit their emergency contacts and update their preferred pharmacies directly within the Digital Check-in flow to ensure their information remains up-to-date. This allows for access to accurate contact details and supports patients in managing their health care needs effectively.

 

            5. Enhanced Rescheduling Options

Workflow: Requests > Confirm Appointment

Users are able to reschedule appointments to another provider within the practice, even if no specific visit reasons are attached to that provider or facility. They can do so by following the above-mentioned workflow and then clicking the ‘Reschedule and Accept’ button. This opens a window where both ‘Change Provider’ and ‘Change Location’ options are available.

If a provider or facility with no attached visit reasons is selected, the system automatically pre-populates the ‘Choose Visit Reason’ dropdown with the visit reason initially selected by the patient at the time of the appointment booking.

          6. Location and Specialty Filters for Custom and Consent Forms

Workflow: Settings > Patient Consent OR Custom Forms

Users can utilize specialty and location filters when creating or editing Custom and Consent Forms. These filters are present as drop-down menus with checkboxes, from which users select the relevant specializations and locations to associate with the form. This allows for precise association of forms with selected filters to streamline form management.

 

Release Notes October 2023

1. Restrictive Check-In Window Enhancement

The check-in process is now restricted to the day of the scheduled appointment and one day after it, after which the check-in link expires.

For example, if a patient has an appointment on August 17, 2023, the ‘Start Check-in’ button is active both on that day and on August 18, 2023. However, starting from August 19, 2023, the ‘Start Check-in’ button becomes inactive. This helps align the check-in process with actual appointment timings for better data management.

        2. Appointment Request Page Modifications

Workflow: >> Requests Tab

Labels and default settings in the appointment management interface are updated for clarity and efficiency:

• A “Patient Status” column tells whether a patient is “New” or “Established” based on their response. If a mismatch occurs between the patient’s claim and the system-calculated status, the patient’s value is highlighted in red. Hovering over it reveals a tooltip stating, “Patient claims to be a <<status>> but the system suggests that they’re a/an <<status>>.”
• The name below the status indicates the relevant record in the practice’s current records.

       3. Digital Check-in Payment Receipt

Patients can view and download payment receipts at the end of the Digital Check-in process, initially implemented for office visit appointments.

After the digital check-in process is completed, patients are directed to the feedback form. Here, a transactional summary is provided, with an option to print the receipt using the ‘Print Receipt’ link.

 

     4. Provider-Level Control of Skip Copay Feature

Workflow: Settings > Users > Click Provider Profile > Account

Users can control the skip copay feature at the provider level, allowing them to enable or disable this functionality according to specific needs and requirements.

Following the workflow mentioned above, users land on the Account settings for an individual provider. Here, a ‘Copay’ checkbox is available which can be left disabled according to the provider’s needs. When the skip copay functionality is enabled for a provider, patients associated with that provider are presented with the option to skip their copay during visits or appointments.

     5. DCI Link Disabled for No-Show and Waiting List Appointments

The Digital Check in link gets disabled for appointments marked as no-show or waiting list, ensuring that patient check-ins are only recorded when a scheduled appointment is confirmed.

     6. Appointment Cancellation Notifications

Workflow: >> Settings > Users > Click Provider Profile > Calendar

Users are provided with a toggle bit labelled ‘Enable Notifications for Request Cancellations’ at the calendar level settings to control whether appointment cancellation notifications are sent to patients.

By default, the toggle bit is set to ‘on’, automatically sending cancellation notifications to keep patients informed. Providers can also customize these notifications with additional instructions via an adjacent textbox titled ‘Appointment Cancellation Instructions’. Similarly, a user can turn the toggle off to prevent any cancellation notifications from being sent out. This feature offers flexibility in communication during appointment management.

     7. Feedback Email for Incomplete Digital Check-Ins

A feedback email is automatically sent to patients who do not complete their digital check-in, aiding in identifying and addressing any issues that may be disrupting the check-in process. By understanding the challenges faced by users during digital check-ins, novelHealth aims to make continuous improvements that streamline the process and enhance user satisfaction.

     8. Integration of Payment Receipt Screen in TeleHealth Digital Check in Workflow

The TeleHealth Digital Check in (DCI) workflow includes a payment receipt screen before reaching the DCI complete screen. When users engage in the check-in process, they are presented with the payment receipt screen immediately after completing their payment. This screen displays all relevant payment details clearly, allowing users to verify and review their transaction before moving forward. Users also have the option to print the receipt via the ‘Print Receipt’ button.