Version 2.4 [Released August 29, 2023]

 New Feature: Other SMS category that can be sent automatically or manually

• In addition to the four defined SMS categories (confirmation, reminder, reschedule, and cancellation) there is now an additional category called “Other”.

• The Other SMS can be used for a templated communication need that occurs frequently but does not match the 5 existing categories.

• The Other SMS can be set up to automatically send based on a Service-Location pairing and set timing OR it can be set to be sent manually.

• To manually send the Other SMS, navigate to the Bookings page and select applicable appointments. Then choose the name of the email from the Bulk Actions dropdown to send the message to the selected clients.

• There can be multiple SMS messages in the Other category with different timing and content.

  New Feature: Canceled by Provider or Canceled by Client indicator

The status of an appointment will indicate if it was cancelled by the client or cancelled by a provider/caseworker/individual logged into the system.

 New Feature: Change the language of emails or SMS messages sent to each client

If email or SMS templates are available in other language(s), the language of the messages sent to a client can be changed for each appointment. Currently only English and Spanish are language options.

🖥️ Enhancement: Data placeholder list for email and SMS templates continues to expand

• The responses from the following intake form questions are now included as a Data Placeholder option

  • What is your communication preference?

  • Do you need additional support or accommodations in order to complete your consultation?

  • Please describe any accommodations:

🖥️ Enhancement: Help & Support Documentation are easier to find

We wanted to make it easier to find the Help Center and support documentation. There are now three locations to link to the Help Center from within the login page, including a “Help Center” link in the left-hand navigation menu.

🖥️ Enhancement: Updates to Automated Email Templates Design and Layout

In order to avoid confusion between the contact information for each legal provider and the contact information for the UncoduLiaison at each campus, we updated the layout and design of the automated emails to separate that information.

🖥️ Enhancement: Streamlined the Google and Outlook Calendar Sync Workflow

We worked with a UX designer to streamline the process and workflow for users to connect to their Google or Outlook Calendars. The connections can be “one-way” or “two-way” and have the ability to be shared between different Caseworkers or Locations.

🖥️ Enhancement: Improved user experience design

We worked with a user experience designer to streamline the process and workflow for users to connect to their Google or Outlook Calendars. The connections can be “one-way” or “two-way” and have the ability to be shared between different Caseworkers or Locations.

In addition, we improved the user experience for building the email and SMS templates and adjusting Caseworker availability by adding info icons, labels, helper text, and warning messages.

🐛 Bug Fix: Date picker for Bookings filter

The date picker is now displaying properly for the date filter on the Bookings Page.