EngagedMD new feature releases

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May 23, 2024

“My Tasks” functionality improvements

The assignments in the “My Tasks” section are now clickable allowing the staff user to complete various actions right on this screen (e.g., sign, remind, download, void, refresh).

Search, Support, & Patient Navigation
“My Tasks” functionality improvements
May 23, 2024

“Completed form” email redirects to completed form PDF

When an individual in the signing order clicks on the “View form” link in the “Completed form” email, they will be redirected to the PDF of the completed form in a new tab within the browser.

eSign Functionality
“Completed form” email redirects to completed form PDF
May 23, 2024

Only active staff can be assigned a form to sign

When going to assign a form, now only active staff members are visible in the dropdown menu on the forms details drawer.

eSign Functionality
Only active staff can be assigned a form to sign
May 23, 2024

“IDV” and “Blocked By” icons highlight when assignment is active

The advanced ID verification (“IDV”) authentication and “Blocked By” icons now display in green color when a form assignment is set to active.

Assignment Functionality
“IDV” and “Blocked By” icons highlight when assignment is active
May 23, 2024

“Remind” button displays success notifications

When the user clicks on the “Remind” button within the assignment detail drawer, there is now a success notification that displays and the “Remind” button becomes temporarily unactionable.

Assignment Functionality
“Remind” button displays success notifications
May 23, 2024

Sort by due date on the episode of care assignment list

Clicking the sort button on the due date column now sorts the assignments by “Due Date” on the “Episode” page.

Assignment Functionality
Sort by due date on the episode of care assignment list
May 23, 2024

Non-admins no longer able to access “Create Bundle” and “Edit Bundle” workflows

For non-admin users, the “create” button and “edit” button within the Bundles section in the library are now hidden.

Bundles
Non-admins no longer able to access “Create Bundle” and “Edit Bundle” workflows
May 17, 2024

Mark up feature allowed for use

Signers can make edits using the markup feature. Email notifications will be sent to signers who need to review and respond to the mark up changes.

eSign Functionality
Mark up feature allowed for use
May 8, 2024

“Forms to Sign” page improved search and filter functionality

Clinic staff now have an enhanced search bar and filtering functionality on the “Forms to Sign” page to improve access to the information needed.

eSign Functionality
“Forms to Sign” page improved search and filter functionality
May 8, 2024

Email notifications sent when an individual declines to sign a form

All participants who are before the signer who declined the assignment will be notified via email that the form is declined.

Assignment Functionality
Email notifications sent when an individual declines to sign a form
May 8, 2024

Email notifications sent when a form is voided

Individuals in the signing order will be notified via email when a form is voided.

Assignment Functionality
Email notifications sent when a form is voided
May 8, 2024

All assigned forms viewable in a combined envelope

The combined envelope lists all forms the patient needs to review.

eSign Functionality
All assigned forms viewable in a combined envelope
May 8, 2024

Knowledge checkpoint report available to staff as PDF download

Clinic staff can now download a report in PDF format that shows how patients answered knowledge checkpoint questions.

eLearn Functionality
Knowledge checkpoint report available to staff as PDF download
April 24, 2024

Patient report available to staff for quizzes/knowledge checkpoints

A report is now available within the Care Experience platform to staff users that displays how patients answered knowledge checkpoint questions.

eLearn Functionality
Patient report available to staff for quizzes/knowledge checkpoints
April 11, 2024

Completed envelope PDF now feature certificates of completion

If an envelope generates a certificate of completion, that certificate page will be included in the PDF generated from EngagedMD.

eSign Functionality
Completed envelope PDF now feature certificates of completion
April 11, 2024

Fields now pre-populate information for signers who are later in the signing order

When signing forms, if information on the form needs to have demographic information around people who have not yet come up in the signing order, we can now pull that information to pre-populate it earlier in the signing process.

eSign Functionality
Fields now pre-populate information for signers who are later in the signing order
April 11, 2024

Staff ability to unblock forms for patients with incomplete associated modules

Staff users now have the ability to manually unlock a form assigned to a patient despite an incomplete module being associated to said form. This allows the patient to sign a form that was originally blocked by an incomplete module at a staff user’s discretion.

eSign Functionality
Staff ability to unblock forms for patients with incomplete associated modules
April 11, 2024

Patient-facing update to drive compliance clarifies why forms are locked

Patient portals can now easily access high level information on why their form is locked.

Search, Support, & Patient Navigation
Patient-facing update to drive compliance clarifies why forms are locked
April 11, 2024

In-platform access to staff training videos

Staff users can access tutorial videos from both their portal home page and tasks page. 

Search, Support, & Patient Navigation
In-platform access to staff training videos
April 11, 2024

All assignments now require a doctor on record

In order to assign a module, form or bundle to a patient, the system will require a doctor on record for the episode.

Assignment Functionality
All assignments now require a doctor on record
April 11, 2024

Bundling is now available to eLearn-only practices

Bundles can now be set up in practices who have only eLearn enabled.

eLearn Functionality
Bundling is now available to eLearn-only practices
March 28, 2024

Ability to select and default advanced authentication options for a practice

Through EngagedMD Admin, we can now limit which advanced authentication options are available for use in a practice.

eSign Functionality
Ability to select and default advanced authentication options for a practice
March 28, 2024

Changes to search behavior for forms, modules and bundles libraries

Searching will look for any titles that contain the full text entered in the search bar, rather than searching for any titles that contain any of the words entered in the search bar.

Search, Support, & Patient Navigation
Changes to search behavior for forms, modules and bundles libraries
March 21, 2024

Defaulting signers for forms when possible

When assigning forms, your EngagedMD portal will now default patients and staff users into the “Form Settings” section when there is a predictable way to identify the right user.

eSign Functionality
Defaulting signers for forms when possible
March 21, 2024

Updates to email notification on relevant assignments

Patient email notifications will cease on irrelevant or 30+ day old assignments. Staff will be notified on form assignment notice only when relevant to them for signature.

Assignment Functionality
Updates to email notification on relevant assignments
March 21, 2024

The ability to order and reorder items in a bundle

Staff admins can now set up a bundle to have a defined order of activities and reorder those activities using a drag and drop action.

Bundles
The ability to order and reorder items in a bundle
March 21, 2024

Filter through assignments due soon by due date range, name, and assigned patient

Staff can access a list of assignments in their practice that are due soon. They can specify and filter by a range of due dates, assignment name and who the patient who is assigned the task

Assignment Functionality
Filter through assignments due soon by due date range, name, and assigned patient
March 21, 2024

Carbon copy recipient enabled

Staff can add a carbon copy (CC) email address for a recipient who does not need to sign but should receive a copy of the form when signing is completed.

eSign Functionality
Carbon copy recipient enabled
March 18, 2024

Insights for staff to track when form steps were completed

When someone in the signing order completes their required step, the right hand panel with form details will now show when that event took place.

eSign Functionality
Insights for staff to track when form steps were completed
March 18, 2024

The ability to download and view in-progress forms

You can now download PDF files of in-progress forms.

eSign Functionality
The ability to download and view in-progress forms
March 14, 2024

Admins can select default IDV at the form template level

When an admin is creating a form, they can now specify what authentication level that form should require for all assignments.

eSign Functionality
Admins can select default IDV at the form template level
March 14, 2024

Added a popup to warn about the impacts of archiving bundles

Users will now see a confirmation warning before archiving bundles.

Bundles
Added a popup to warn about the impacts of archiving bundles
March 8, 2024

Sender name on patient emails is now practice name

Patient-facing emails will still come from noreply@engagedmd.com, with the practice name as the sender instead of “EngagedMD”.

Search, Support, & Patient Navigation
Sender name on patient emails is now practice name
March 6, 2024

Bundle overview and improvements

A bundle is a pre-configured group of Modules & Forms that can be assigned in one click. Users can now edit existing bundles and order bundle activities.

Bundles
Bundle overview and improvements
March 6, 2024

Alphabetized lists

All dropdowns and lists in the assignment workflow will be sorted alphabetically to help reduce user confusion.

Search, Support, & Patient Navigation
Alphabetized lists
March 1, 2024

Updated icons to more clearly reflect user’s choices for eSign

The EngagedMD Care Experience platform now features updated icons to more clearly reflect user’s choices for eSign.

eSign Functionality
Updated icons to more clearly reflect user’s choices for eSign
February 29, 2024

Find forms waiting on other staff members

Clinic users can now search through forms waiting on other staff members.

Search, Support, & Patient Navigation
Find forms waiting on other staff members
February 29, 2024

Clinic user accounts: “Nurses” are now “Staff’

Clinic accounts formerly categorized as “nurses” will now be referred to as “staff” within the EngagedMD platform.

Search, Support, & Patient Navigation
Clinic user accounts: “Nurses” are now “Staff’

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