Update | Release Date |
Conversations writeback
- This new feature allows you to write a Conversations transcript directly into the Patient Medical Record in your PIMS. Get the full details.
- This is available for Cornerstone, AVImark, and Vetspire (in beta) practices that also have a SyncVet data connection.
Export transcript
- You can now download a History Conversation to PDF, email it, or, if you have Conversations writeback enabled, save it directly to your PIMS. It’s never been easier to share a conversation transcript!
- You can easily select the Last Conversation, a conversation Date Range, the Full Transcript, or even Selected Messages (if you have the Message Selector enabled in your Conversations Settings).
Bug fixes
- In some cases, Appointment Confirmations were sending late in the day, rather than in the morning.
- The user search field on the Postcards batch-review page wasn’t returning users.
- In some cases, an error was preventing the adding of loyalty paws to a user. In very rare cases, a small number of records were not appearing on the Loyalty History section of the User page.
- In extremely rare cases, an SMS message from a pet parent was not displaying in the Conversations thread.
- For a couple days, the Post-Visit Surveys were not sending properly. This has been fixed, and all the missing post-visit surveys were sent.
- For those using Shepherd, Appointment Confirmations were not consistently writing back to the PIMS. For practices using Vetspire, the vaccination summary was showing some information that wasn’t relevant for vaccinations.
- In some cases, the patient name was displaying as “N/A” on the Appointments Request page.
| 12/16/2024 |
Now, when you select the option Conversation > End Conversation > Download transcript as PDF and click End chat, the PDF automatically downloads to your computer. New, streamlined postcards - Updated postcards to save practices money and improve the pet owner experience.
- Improved postcard settings: You can now suppress postcards by reminder type and customize your return address, in the event it differs from your clinic’s address.
Postcard batch-review page improvements - Added a status bar to clarify when the batch is available for review and when it’s out for printing and delivery.
- Added tooltips that explain what each pet is due for, along with whether they have an upcoming appointment.
- Added a warning for suppressing clients after the batch has already closed, to clarify when the suppression would take effect.
Bug fixes - Loyalty Paw history on the user page was missing the Load More button
- In rare cases, the ‘Download our app’ stamp wasn’t automatically applying to a pet owner’s account.
- Fixed minor discrepancies in the Notifications Delivery Per User and Notifications Delivery Per Date reports.
- For some new dashboard users, the EULA was not showing upon account creation.
| 11/19/2024 |
New Health-Service Reminder Notifications Analytics, including information on related appointments, transactions, and which cadences are most effective. | 8/26/24 |
Appointment Confirmation write-backs for Neo, Vetspire & Shepherd (enabled by request) | 7/5/24 |
Admin users can now be deleted Settings Improvements - Appointment codes now auto-populate into drop-down menus
- View codes button shows all relevant codes for a given setting
- Copy codes button allows importing configured codes from one setting to another
- Codes that do not exist in the PIMS are flagged in red
- New codes indicator shows codes that have been added to the PIMS
- Time Overrides have been renamed to Custom Messages
- Custom Messages now include message templates
- One custom message can be used for many codes, rather than one message per code
| 6/27/24 |
Conversations timestamps are now more precise: timestamp will show if messages are >1 minute apart. | 5/30/24 |
Launched new Vet2Pet app—free for Vetsource Prescription Management customers | 5/23/24 |
Added Shepherd and Vetspire as compatible PIMS | 5/23/24 |
Message Center messages can now be saved as Draft | 2/29/24 |
Added a second date & time option for app users to request an appointment | 2/2/24 |
Enhancements to two reports - Notifications Delivery per User & Notifications Delivery per Date - Added all notification emails to reports: Account, Appointment, Health Service Reminders, and more
- Service Type filter: added ability to filter report by notification content (e.g., Account, Appointments, Service Reminders)
- Preview button: added ability to display the email that was sent to a user, including any embedded URLs
| 2/1/24 |
