EngagedMD new feature releases
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“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.
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.
Email notifications sent when a form is voided
Individuals in the signing order will be notified via email when a form is voided.
All assigned forms viewable in a combined envelope
The combined envelope lists all forms the patient needs to review.
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.
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.
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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.
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.
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.
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.
In-platform access to staff training videos
Staff users can access tutorial videos from both their portal home page and tasks page.
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.
Bundling is now available to eLearn-only practices
Bundles can now be set up in practices who have only eLearn enabled.
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.
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.
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.
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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.
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.
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
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.
The ability to download and view in-progress forms
You can now download PDF files of in-progress forms.
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.
Added a popup to warn about the impacts of archiving bundles
Users will now see a confirmation warning before archiving bundles.
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”.
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.
Alphabetized lists
All dropdowns and lists in the assignment workflow will be sorted alphabetically to help reduce user confusion.
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.
Find forms waiting on other staff members
Clinic users can now search through forms waiting on other staff members.
Clinic user accounts: “Nurses” are now “Staff’
Clinic accounts formerly categorized as “nurses” will now be referred to as “staff” within the EngagedMD platform.
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