Smoother Onboarding, Calendar Tools & Faster Bookings

What’s new

• New head office users can now sign up through a new onboarding flow, including signing their order form online and being set up with starter PGDs and core services.
• New head office users are now shown a Welcome to Deltera modal on first login, with an embedded video and links to the user guides.
• Head office users can now download a copy of all their patient data for a limited time after leaving Deltera.
• Head office users can now filter the staff page by account status (active, inactive or pending) and change a staff member’s status.
• Staff who self-register now have their account marked as pending.
• Staff can now print the day’s calendar appointments (time, patient and service) from a print button on the calendar.
• Staff can now toggle cancelled appointments off the calendar to free up viewing space.
• Staff can now filter the pharmacy appointments dashboard by past and forward appointments.
• Staff can now see their signed PGDs in a floating side bar during a consultation, and open them in a separate tab.
• Patients are now only shown pre-screen questions that apply to their gender.
• Appointment reminders and WhatsApp confirmation messages are now available to patients, where this has been enabled.

Improvements

• The onboarding form for new head office users now starts with an info box showing what is needed to set up the account.
• The link colour in the welcome email is now blue for better readability.
• The display name in the pharmacies table now takes up less space.
• Head office users’ booked clinic patient data downloads now include each patient’s health service number.
• Head office users can now download the head office reports for their own stores.
• The calendar now displays short appointments (including 5 minute appointments) more clearly.
• The follow-up prompt now shows the date of the previous treatment as well as the details.
• The printed consultation form now only shows vaccine administration fields for services that record them.
• Previewing a clinic patient’s pre-screen now shows their health service number.
• Staff now receive a copy of booking emails at their store’s own email address, as well as head office.
• The help and guides page has been refreshed, where this has been enabled.
• GP surgery search in the pre-screen is now more forgiving of spelling.
• Patients can now continue a child service through a multiservice parent and be taken to the follow-up screen.

Bug fixes

We’ve also resolved a number of reported issues in this release.‍

Checkout our documentation