Care Campaigns

What’s New

• Automated Care Campaigns – Quick Form Message Node – You can now include Quick Forms directly in your automated care campaigns using a new Quick Form message node, enabling seamless form delivery as part of your campaign flow. See the Quick Form section of the release notes for details.
• Care Campaigns – Google Review Functionality – Organizations can now prompt recipients to complete online Google Reviews. Click here for more information. 
  
  This is a paid feature. Contact Support or your account manager for details.

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Improvements

• Custom Attributes – Data Type Support – You can now assign data types to custom attributes, ensuring cleaner and more accurate data entry. Supported types include Text, Numeric, Date, Phone Number, Email, and Boolean, each enforcing its own input rules for better consistency and validation. 
  
  To access this capability, select Care Campaigns/Attributes/Add a Custom Attribute, then select the desired data type in the drop-down menu. The data type chosen will appear in the Attributes table.

• Attributes – Option to Hide Standard Attributes – Admins can now hide standard attributes across the platform, making them optional and removing them from forms, tables, and side drawers in +Chat, +Form, +Sign, and Care Campaigns. Visibility can be toggled on or off at both the group and subgroup levels for flexible data management. 
  
  To hide attribute access for Care Campaigns/Attributes, click the eyeball icon. To reactivate the view, click on the eyeball again.

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• Care Campaigns – Patient Creation Logs – Administrators can now view who created each patient and when, with new Created by and Created at fields visible in the Patients list for improved audit tracking and accountability. 
  
  To add the columns, click on the down arrow (circled). Columns to display are blue.  Once selected, the blue columns are visible in the Patients’ table. To remove a column, click on the down arrow and deselect the columns; the hidden column turns grey.

• ‍Care Campaigns – Improved Gender Recognition in Patient Imports – Imported CSV files now recognize and automatically convert M/F entries as valid gender values, resulting in smoother, more accurate patient data imports.

Bug Fixes

• Patient Import – CSV Template Alignment Fixed – The CSV import template now fully matches the Patient Edit UI, ensuring consistent field definitions across both. The sample CSV includes all required headers, in the correct order, and with clear examples, providing a single, reliable format for patient data imports.