New feature log through 2022

Feature/Enhancement

Release Date

Automated delivery of the Vaccination Summary with record request

12/7/22

Extended postcard reminder exclusion for booked appointments by reason/type from 60 days to 90 days

12/2/22

Seasonal snowflake confetti added to Loyalty Card

12/2/22

Added option to export a pdf with details from Visit Tracker submission form to use as travel sheet or for attachment to the PMS medical record

11/30/22

Updated default question on post-visit survey form from "Would you like to be contacted about your visit?" to "To request a follow-up call about your visit, please enter the phone number where we can contact you."

Now, if a client wants to be contacted, their phone number will be displayed instead of a "Yes" or "No".

11/23/22

Expanded integration capabilities with Vetstoria for direct appointment booking

11/7/22

Seasonal falling leaves confetti added to Loyalty Card

11/2/22

Seasonal pumpkin confetti added to Loyalty Card

10/19/22

Full release of Conversations by Department.

10/19/22

First release of features related to Special Offers!

We will be releasing a lot more features related to the special offers in 2023!

10/12/22

Released Conversations by Department for early access by request on our Facebook group.

10/11/22

Included 2-way texting in the Conversations settings to allow practices to block off specific dates or a range of dates from start to end. eg. Block off the entire week of Thanksgiving. Anyone that sends in a text on a day that is indicated as blocked off or a non-working day will receive the auto reply that the text was sent outside established conversation business hours.

10/5/22

Disabled the chat bot from sending the message that said "Thanks for chatting with us. Be sure to download our mobile app." when ending a conversation via 2-way text.

10/5/22

Added ability to restart a conversation after it has been ended and transferred to the History tab.

9/22/22

Added settings for app chat to allow practices to block off specific dates or a range of dates from start to end. eg. Block off the entire week of Thanksgiving. This will override the global business chat hours only for app chats at this time

9/22/22

Detect if push notifications are on when starting a new chat from the mobile app, and not allow user to proceed until they are enabled

9/22/22

Updated feature verbiage from "Chat" to "Conversations" to allow for better differentiation between app chat and 2-way texting

9/22/22

Added ability to search Selfies by the pet's name

9/7/22

Added ability to suppress sending a postcard reminder to clients with a scheduled exam within 60 days

8/12/22

Added delivery status for outgoing text messages, including indicator if message could not be delivered

8/12/22

Added automatic reinvite all to automatically reinvite clients on a recurring cadence and updated the design of the invite email

8/3/22

2-Way Texting updates:

  • Added ability to search users by phone number when starting a new text conversation
  • Added ability to text more than just the primary phone number on the account

7/20/22

Added Post-Visit Surveys to dashboard homepage stats

7/20/22

Added more date/time stamps to chat and 2-way text conversations

6/30/22

Custom cadence appointment confirmations released for beta testing

6/27/22

Appointment confirmation write-backs for supported versions of AVImark (Enabled by request)

6/20/22

2-Way Texting and chat bot updates:

  • Added ability to edit profile for text clients (Note: edits to the profile can only be made when the chat is in the Active tab, and it will not change the text of the existing conversation, in case there was important information sent that needs to be retained for the medical record. The change will affect any future conversations from the client.)
  • Updated verbiage on chat bot profile collection questions
  • Added 2-word limit on responses from clients for first name and last name
  • Added email verification check on responses from clients
  • Added chat bot disablement if practice responds to conversation during profile collection process

6/15/22

Added settings page with helpful Apple Developer Membership information

6/15/22

Postcard reminder updates:

  • Added setting in postcard reminders to automatically suppress coming-due postcards for clients with a valid email on file in the practice software.
  • Added option to export current batch to an Excel spreadsheet

6/2/22

Added ability to change name of team member in open chats.

6/2/22

Updated verbiage on Appointment Request process where client will now be prompted to "Accept" the proposed appointment time instead of "Confirm". The dashboard display will also indicate "Accepted" vs. "Confirmed".

5/19/22

Added "Working on this" text box and internal notes box to Order Requests, Record Requests and Appointments New & Open tabs

5/17/22

Full release of SMS Appointment Confirmations

5/16/22

Added TikTok URL option in Third Party Links > Social Media Links

5/13/22

Added option in Chat Settings to receive an email and/or text message when a new text or chat message is received in the dashboard. Learn more about incoming new chat alerts.

5/13/22

New filters added to postcard reminders Current Batch tab.

  • Filter reminders by Reminder Type - search for patients in the postcard batch with any specific reminder type, ie. Stool Test
  • Filter for patients due to receive both upcoming and past due reminders with option to suppress one or the other or both

4/5/22

Added option to add a personal note to dashboard user accounts

3/30/22

SMS text appointment confirmations released for beta testing

3/3/22

Seasonal shamrock confetti added to Loyalty Card

3/3/22

Full release of Post-Visit Surveys

2/8/22

Seasonal heart confetti added to Loyalty Card

2/1/22

The Push Notifications tab is now the Message Center.

Now practices can send mass emails to all clients or segments of clients from the same place you send push notifications to app users.

Watch a quick video HERE

1/25/22

New chat settings:

  • Added option for practices to receive a reminder email at the end of the day if there are unresolved chats
  • Added option for practices to allow app users to send in a chat message after chat hours

1/12/22

Two new target user groups added for push notification communications:

  • Clients with scheduled appointment on date
  • Clients with appointments scheduled for tomorrow

12/22/21

Added option for customizable pop-up message when app user clicks on Upcoming Appointments tab

12/22/21

Added ability to mark chats and text conversations as unread

12/22/21

Post-Visit Surveys released to select group of practices for beta testing (full release February 2022)

12/21/21

New incoming chat greeting added for 2-way chat

12/16/21

2-Way Texting released to practices with members in the Vet2Pet All Access Facebook group (full release January 2022)

12/10/21

Seasonal snowflake confetti added to Loyalty Card

12/1/21

Enhancements to Appointment Request feature:

  • Dashboard Settings: First available date block of for specific # of days in advance. eg. always block the next 7 days
  • Dashboard Settings: Disable specific date range at one time, start to end. eg. Block off the entire week of Thanksgiving
  • Dashboard Settings: Allow customization of default appointment proposal kick back message
  • Mobile App: Detect if push notifications are on when requesting an appointment, and not allow user to proceed with request until they are enabled
  • Mobile App: Add a message when requesting appointment that if it's an emergency, to call instead

11/3/21

Seasonal falling leaves confetti added to Loyalty Card

11/1/21

Added past due emojis for display on chat messages for practice's quick reference

10/21/21

Seasonal pumpkin confetti added to Loyalty Card

9/28/21

Released Visit Tracker for curbside check-ins

8/9/21

Robust reporting on health service reminders delivery per user, per date and a weekly roll up

7/26/21

Added dashboard metric for number of chats in last 30 days

7/23/21

Released postcard reminders for coming due and past due reminders

7/20/21

Added "Poor", "Neutral" and "Excellent" keywords beneath fish emojis for Review Us feature

6/1/21

Added toggle switches to allow for practice to choose whether to display and/or require chat urgency status

5/31/21

Added Refer-a-Friend button to dashboard sidebar menu

5/6/21

Vetsource single-sign on for mobile app order requests

5/1/21

Full release of the Loyalty Management Tool report

4/21/21

Added two-way chat icon next to app users under Appointments tabs New and Open.

4/21/21

Added filter to Order Requests tab to sort by Complete/Incomplete

4/9/21

Released the Loyalty Management Tool report for select group of practices for beta testing

Full release slated for 5/1/21

3/3/21

Seasonal shamrock confetti added to Loyalty Card

3/1/21

Added setting so practices can decide whether or not to allow app users to cancel appointments via the mobile app

2/19/21

Seasonal Valentines heart confetti added to Loyalty Card

2/1/21

Reminder management system upgrade which allows for delivery of multiple coming due and past due health service reminders via push notification, email and SMS test.

1/29/21

Added option to not display an appointment time in appointment confirmation settings

1/19/21

Changed default messaging when sending a proposed time to state that appointment will be released if not confirmed within 2 hours

12/3/20

Seasonal snowflakes confetti added to Loyalty Card

12/2/20

Added associated URL for Mobile App Info Card beneath the QR code under Settings > Practice Info for easy access

11/19/20

Added admission form links and custom default messaging to appointment confirmation messages and complementary email to notify practice of appointment activity

11/9/20

Added SMS text health service reminders

11/3/20

Seasonal fall leaves confetti added to Loyalty Card

11/2/20

Seasonal pumpkin confetti added to Loyalty Card

10/22/20

Moved appointment confirmation preferences to practice manager level so practices can customize messaging

10/5/20

Updated the dashboard home page so usage stats are at the top and loyalty revenue graphs are together at the bottom

10/5/20

Added visual indicator to appointments and orders screen to indicate if an incoming appointment request has additional information submitted by the pet owner

10/5/20

Added ability for app users to cancel a scheduled appointment via the mobile app without having to call the practice

9/16/20

Added desktop alerts and email notifications to practice for appointment confirmations, acceptance of proposed appointment times, or appointment cancellations submitted via the app

9/16/20

Added defined age range for pets under push notification creation window for Target Users > Group

8/31/20

Display all scheduled appointments in the dashboard instead of only those scheduled 10 days out, and added date picker to jump to a specific date

8/14/20

Display proposed appointment day/time in appointment details under Scheduled appointment tab

8/14/20

Searchable keywords for Suggested Push Notifications

7/29/20

App Academy - Online tools to guide you to success

7/29/20

Generic calendar emoji added to Available Services for Appointments option under Appointment Request settings

7/29/20

More details (like location and order information) displaying in order and appointment requests emails

7/15/20

Virtual payments via the mobile app

7/1/20

Special hours for appointment requests and pharmacy pick-up

6/17/20

Only allow the practice to end chat (not the pet owner)

6/8/20

Export/email chat transcript

6/8/20

Veteos personalized video collection for practices to market the features of the app

5/28/20

2-Way Chat (two-way chat communication), with photo and video sharing

5/4/20

Complimentary consultation with Dr. Caitlin DeWilde — Social media DVM expert

4/20/20

Complimentary consultation with Dr. Crista Wallis -—Telemedicine DVM expert

4/6/20

Link to Petriage

3/30/20


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