v1.7 (06/14/2023)

Release Notes:

• New "Pending" Status
  • Widely requested, finally here! There is now a “Pending” status across all Contact Phases that will not trigger any new follow-up plans or emails.
  • This is useful whenever you need more time to work with a Contact. We see this often when there is a worker’s compensation case, a pre-authorization required, or the patient simply needs more time before they can commit to a visit.
  • Best practice when using “Pending” is to create a Manual Follow-Up after setting the status. Since this status is similiar to No Phase, you should use it only when needed.
    
• Increased flexibility with automated nurture emails 
  • We can now turn off/on certain nurture emails so that they don't conflict with your EMR. For example, if you already have an EMR that sends out scheduling emails, we can disable them from the Breakthrough application. Because this can affect your conversion rates, not all emails can be disabled. Contact your CSM if you would like to discuss making changes to your account.  
• Location Settings have a cleaner, simplified look 
  • Before this release, ALL funnels that existed in the system were shown in your location settings. Moving forward, only funnels that have been added to your account will be visible. This will create an easier-to-navigate system for everyone!
• Bug Fix: Phone Numbers Saving Incorrectly
  • Some accounts were finding that certain phone numbers were saved with a leading '1', which was causing the last digit to drop off in the contact details. This has been resolved, and phone numbers will now save exactly as they are typed into the app or registration form. 
• Intelligent phone number validation on landing pages  
  • When entering a phone number manually or from a landing page, the system will now validate that the phone number is 10 digits AND that it is a valid area code
• Page Titles (browser tab names) no longer say 'Product X'
  • Landing pages and other browser tabs will now show updated titles, and all mentions of "product x" will be removed.
• Expansion to the Email Broadcast tool
  • The Email Broadcast became much more functional with this update. You can now select a date AND a time that you would like to send out an Email Broadcast to all of your Contacts. Also, there is no longer a restriction on when you can send, or how many you send in one day.