New Analytics Refresh!

Get ready for a massive upgrade! We've just launched a new, refreshed version of Analytics! Customers with Referral Management can now dive into an updated UI on the "Analytics" page. This powerful new version delivers significantly more valuable data related to Referrals, empowering you to generate and download insightful reports. Initially, this is exclusively for admins, but, we'll soon release role-based access, allowing admins to grant access to normal users.

Include below are all the updates we have for the month of July until now.

New Features

• We now support searching for patients using the ModMed API when creating a chart! For customers using the ModMed API, you previously could search for patients when sending to chart from Medsender. We've now added that functionality to the create chart.
• Medsender will now auto-label Email Attachments. If you have auto-labeling set up for your inbound faxes, we'll use the same ones to auto label any emails you receive.

Enhancements 

• We now display the coversheet when viewing sent records! Some records when sent include a coversheet automatically included by Medsender. We now display that coversheet along with the document that was sent when viewing any sent record. It will also include the coversheet when sending to chart from the sent page.
• We now display the user's name in EMR upload statuses. When you hover over the status icon of an EMR upload, we will show the user's name who triggered that request (if applicable).
• You can now update the appointment date before sending a referral reply.
• Display new archived filter in the inbox page.
• Support saving the secondary phone number when creating a chart with the ModMed API.

Bug Fixes

• Fixed an issue with documents sometimes not saving when you've deleted annotations.
• Properly import task providers from EMA and save any new updates if they've been marked as active or inactive.
• Fixed importing Referring Providers for ModMed API customers when an existing provider is marked as active or inactive.
• Increased responsiveness for the referrals page in the admin dashboard.

It's been a while since we've posted an announcement, but we're back! Here's everything we've been up to since our last announcement:

New Features

• You now task while creating a chart! For EMRs that we support tasking in, you can now create a task while creating a chart from Medsender.
• ModMed API users can now search for referring providers in EMA. If you are creating a new chart from Medsender, you can now search for referring providers based on what's in EMA so you can make sure the chart has the correct referring provider linked to it.
• You can now resend failed referral SMS messages. When you look at your sent referral SMS messages, if one of them failed, you can resend it within the same view.

Enhancements 

• We've updated our multi patient detection AI Model! Accuracy has improved significantly especially when it comes to false negatives (when the document contains multiple patients and our AI doesn't mark it as such).
• You can filter for assignee in Referral Management. To help you find documents that have been assigned, you can now filter for referrals who have been assigned to specific people.
• We now display appointment details in Referral Management. For users with supported EMRs, we've been collecting appointment details for your referrals. We now display those details in the Referral Management page for you to see.
• You can now delete labels from Email Attachments.
• We added a new archived filter to the inbox and referrals page. This makes it a lot more clear to see what's being hidden in your current view.
• We now use the note field from task templates when auto tasking. If we auto task using a task template, we'll use the note for the task template when creating the task.
• You can now filter by appointment date in referral management.
• You can send to distribution lists from the web app along with the admin dashboard.

Bug Fixes

• Fixed an issue with searching in the inbox pages with the search string containing apostrophe.
• Fixed an issue with viewing document comments on certain types of documents.
• Assign new status instead of blank to Email Attachments marked as referrals.

New Features

• You now leave comments on your inbound documents! When you open up a document you've received using the slide-out viewer, you'll now see a comments section where any member of your team who can view that document can leave comments. You can use it to update your team on progress as you work, or ask a question, or any other capacity that may be useful to you. This feature is available to any document in the Inbox, Assigned, and Referral Management views. Check out the GIF below to find out how to use it.
  

New Features

• We've added multiple document detection to DIRECT messages from EMA! If you receive a DIRECT message in EMA and it automatically syncs into your Medsender account, we'll now detect if you've received documents (through fax or DIRECT) for the same patient recently.
• We now pull referring providers from EMA! If you use the ModMed API with Medsender, we now pull the referring providers listed in EMA into Medsender. We have another update coming shortly where you can use this data to select the referring provider when creating a chart in EMA from Medsender.

Enhancements

• The signature timestamp is now grouped with your signature! If you have the feature enabled to auto generate a timestamp for signatures, any time you move the signature or timestamp, the other will follow it so you don't need to move both of them separately.
• You can temporarily toggle to see Referrals in the Inbox! If you have the Referral Management package and have referrals only show up in the Referral Management page, you can now toggle to see Referrals when you're in the inbox.

Bug Fixes

• Addressed an issue where the header would be hidden sometimes for users without a Medsender account when viewing documents.
• Fixed an issue with saving annotations for email documents received.

New Features

• You can edit records received via email in your inbox! If you have a Medsender email address that you receive documents to, you can now edit those documents within our built in PDF viewer.

Enhancements

• We've updated some of our AI Models! We've updated the AI models for insurance extraction, referring provider, ordering provider, and detecting if the document contains multiple patients.

New Features

• You can now add labels to email attachments! For those of you receiving documents via the Medsender email address we give you, you can now assign labels to those types of documents in the inbox or referral management page.
• New Nymbl Integration! We're now using a new Nymbl API to create charts. It's a lot faster, more reliable, and allows syncing more fields in Nymbl. We'll be enabling this for customers over the next weeks.

Enhancements

• The push to EMR icons have a new color! If you complete any EMR push event (like send to chart, create chart, etc), we'll now display the icon in green instead of blue to signify if it's successful. This also applies to AI status icons. If the AI was successful in extracting information, it'll be displayed in green.
• We now track which user submitted an EMR Upload! If a user submits an EMR upload request (send to chart, create chart, etc), we'll track the user who submitted that request and make that data available for reporting.

Bug Fixes

• Fix issues with the referral report. We've fixed the issue where sometimes the referral report in the admin dashboard wouldn't send to your email.
• Fix an issue with scrolling on iPads. If you have a modal open, there was a bug that prevented you from scrolling sometimes. This has been addressed.

New Features

• You can now add due dates to referral statuses! In the Referral Management page, you can assign a due date next to each status on a referral. Additionally, Admins can configure a default due date for each referral status. That means, if a user changes the status of a referral to a status with a default due date, it'll automatically set the due date without staff having to enter it.

Enhancements

• When resending records in the sent page, we update the same transmission! Previously, it would create a new sent document so you'd still see a failed transmission in your sent page. Now, it'll update the same transmission so you know if it went through successfully when filtering for failed transmissions.
• Add timestamp to signatures. When signing a document, we now display the time you signed along with the date. We also updated the copy to say `Electronically signed by...`.

New Features

• You can now schedule faxes to be sent later! When sending a document via Fax in Medsender, you'll see a checkbox called `Schedule for Later` at the bottom of the form to send a document. Checking that will allow you to input a date and time for this fax to be sent at. This will allow you to achieve a higher delivery rate if the recipient fax line is always busy during normal business hours.
• Added filtering by patient name and DOB for Voice calls! For users who have access to MAIRA (our AI voice assistant), you can now search your call logs by the patient's name and/or DOB.
• We now track SMS Opt Outs from Patients! We'll now notify you when you attempt to send a text message to your patient that they've opted out of receiving texts so you can contact them another way.

Enhancements

• You can now assign a document to anyone in your organization! Previously, you could only assign a document to someone who already has access to it. Now, if you try to assign a document to someone in your organization who doesn't already have access, we'll confirm with you if you'd like to give them access. If you agree, we'll assign it to the user and give them access.
• You can now scroll behind a pop up dialog. If you haven't noticed yet, you can now scroll when viewing a record even if you have a pop up dialog open. This is especially useful if you're trying to send a document to the chart in your EMR and want to confirm the details while having the document open.
• We now include the patient's middle name when creating a chart.
• We've made updates to the sent documents page to be a lot more responsive. You should see load times improve dramatically when viewing your sent documents.

Bug Fixes

• We were previously using the appointment created date for referral reply templates. We're now using the appointment date instead when it's included in your referral reply template.
• Sometimes you would see the same assignee multiple times when trying to assign a task in Medsender. You'll now only see the person once when assigning a task and searching for assignees.
• A similar issue would happen with document categories. We now will only display the category once when selecting it for a document.

Enhancements

• New Title and Summary AI Live! Continuing with our updates to our AI, we've updated the title and summary models to contain more relevant information from the document. This update is available for all our users, so everyone will be seeing the title field show up if they have access to AI features in Medsender.
• You can now assign documents from Referral Management. Just like in the inbox page, you can now assign documents from within the referral management page.
• You can add a default note to Task Templates. For customers using EMRs that support tasking, you can add a default note to existing or new Task Templates. Go to Settings -> Manage Task Templates to try it out.