Version 2.4.5 - July 2021
New Feature: Send test SMS
You can now send yourself a test copy of any SMS you create. It will send to the mobile number entered on the Settings page.
New Feature: Patient intakes form reponses can now be saved as PDF instead of a treatment note in the patient file. This setting is located on the Settings page.
Fix: Filter search stays in place after selection
When building an SMS or transactional email trigger, previously if you 'searched' for a filter it would reset after selecting an option. Now it will stay active so you can select as many items that match the search as you like without having to search again.
Fix: Rescheduled appointment confirmations
If an appointment is rescheduled to a different time, a new confirmation is sent with the updated details. We have now amended this so that a new confirmation is sent even if just the appointment type or practitioner changes, but not the time.
Fix: Intake Form address
The address fields are not internationally compatible and there is a dropdown for patients to select their country. Postcodes can now be alphanumeric. This change is only applicable to new forms, users must request this change to any existing forms.
Fix: Non-appointment based transactional email triggers failing
Some emails that were being triggered for a non-appointment event (e.g Medical Alerts) were failing to be recorded in the log causing duplicates to send.
Fix: SMS sender name validation
Clearer insrtructions for SMS sender name and built in validator to ensure incompatible names cannot be added.
Admin only enhancements
Version 2.4.4 - July 2021
New Feature: Medical Alert trigger
You can now trigger an email/SMS when a medical alert is added to a patient file.
Update: DNA trigger will now work if an appointment was marked DNA from up to 7 days ago. Previously only worked up to 48 hours in the past. DNA will send immediately if the trigger delay has passed.
Version 2.4.3 - June 2021
Fix: [appid] is no longer case sensitive
Fix: First names with over 50 charatcers were causing a sync issue. Can now handle first names up to 100 characters.
Version 2.4.2 - June 2021
Admin only enhancements
Version 2.4.1 - June 2021
Admin only enhancements
Version 2.4.0 - June 2021
New Feature: Transactional Email Triggers
You can now build your own triggers for transactional email via the 'Triggers' tab in the main menu. They work much like the SMS builder in that you can specify exactly who receives the email, when and why. Triggers can then be linked to email templates.
New Feature: Updated design for turning on and off SMS and email
Fix: PK Restraint issue causing some SMS to send more than once to a recipient
Admin: Log email and SMS version history
Admin: Store 'Deleted at' time for email and SMS chores
Version 2.3.13 - May 2021
Fix: Allow < and > in SMS body
The symbols < and > were previously illegal characters, they can now be used.
Version 2.3.12 - May 2021
New Feature: Custom SMS sender name
Users can manually set an 11 digit alpha numeric SMS sending name.
Version 2.3.11 - May 2021
Fix: Stop appointment confirmations from sending if they are in the past
When users retroactively add appointments to the calendar, or bulk-import appointments in the past into Cliniko during account migration - appointment confirmation transactional emails will not send.
Version 2.3.9 & 10 - April-May 2021
Fix: Suspended user message
When a user is suspended they will now be shown a clear message to specify this, rather than an 'invalid ID' message.
New Feature: Draft vs Published treatment note
On the settings page you can now select whether your Peptalkr patient intake form will post 'Draft' or 'Published' treatment notes to the patient file.
New Feature: Appointment Count Trigger (SMS)
You can now trigger SMS by the count of appointments a patient has had (filterable).
New Feature: Appointment Count Filter (SMS)
You can now filter SMS by the count of total appointments OR filtered appointments a patient has had.
New Feature: Whitelabel the comms log
The Peptalkr comms log can now be whitelabelled by admins if a user requests it. This will remove the mention of 'Peptalkr' from the notes that are left in the 'Other information' field of a patient file. Ideal for users who are reselling Peptalkr functionality to a client.
Fix: Restart SMS that are paused due to insufficient credits automatically on topup
Previously users had to 'refresh' each SMS by clicking a button once they had topped out. Now this is not necessary. Sending will resume automatically.
Version 2.3.8 - April 2021
Fix: [appid] not outputting in [feedbackform]
Found a case whereby the [appid] variable was not being output when contained within the [feedbackform] variable.
Version 2.3.7 - April 2021
New Feature: Additional variable
You can now use [practitioneremail] in SMS and transactional emails.
New Feature: SMS recall trigger options
Recalls now have additional trigger options:
- Only send if the patient has no upcoming appointments of the same category
- Only send if the patient has no upcoming appointments of the same type
- Only send if the patient has no upcoming appointments of any kind
Version 2.3.6 - March 2021
New Feature: International patient forms
International users patient form will not include Australia/NZ-specific questions and wording.
New Feature: Additional variables
You can now use [appointmenttime] and [appointmentdate] in SMS and transactional emails.
Fix: Transactional email failing to send error
If a user attempts to send transactional email from a domain that has not been authenticated, an error will display when sending a test that let's you know that is the case.
Fix: One off blast SMS send count
This was erroneously displaying 0. It will now display the true count.
Version 2.3.5 - March 2021
Fix: Performance enhancements
Further API usage enhancements.
New Feature: SMS Recall Settings
You can now specify whether an SMS is a recall. This will ensure that the SMS will only send if the patient has had no appointments since the trigger appointment AND no upcoming appointments booked in (can be filtered).
Version 2.3.4 - February 2021
New Feature: Automated Recurring SMS Log
You can now see a log of all AR SMS that were sent on any given day including the patient ID and appointment ID/Invoice ID that triggered it. The log includes the number of SMS credits used, and clicking on the ID links directly to your cliniko account.
New Feature: Edit SMS name
Edit the display name of an automated recurring SMS without having to duplicate it.
New Feature: Transactional Email and/or toggle
Filters can now be toggled between and/or by administrators for custom triggers.
New Feature: Turn on/off the comms log
You can now choose to turn off the automatic 'notes' left by Peptalkr every time a transactional email or an SMS is sent to a patient. These are stored in the 'Other Information' field of the patient file (the Cliniko comms log is not available for us to use in the API). Turning it off means you will need to refer to the individual SMS and email logs in Peptalkr.
Fix: Performance enhancements
Various enhancements to reduce API load. Created more admin alerts if a sync is failing and snowballing request load.
Version 2.3.3 - February 2021
Version 2.3.2 - February 2021
New Feature: Filter Transactional Appointment Confirmation Emails by Appointment Category/Type
Users can now request appointment category or appointment type inclusions/exclusions on their confirmation triggers.
Version 2.3.1 - January 2021
Fix: Duplicated SMS Filters
When duplicating SMS and changing the trigger, filters were being retained even if that filter was not relevant to the new trigger. Now they are wiped.
Users who decide to cancel or fail to make payment can have their account suspended indefinitely as not to lose their data and setup if they decide to return in future. Full erasure can be requested at any time.
Fix: SMS Scheduling Optimisations
Improvements to the SMS scheduling process to diminish possibility of duplicate SMS, and SMS sending later than expected.
Version 2.3.0 - January 2021
Fix: White Screen Issue
Fixed the occasional white screen appearing during SMS creation.
New feature: Exclude Certain Appointments from Transactional Emails
You can now adjust your appointment type name to include the symbols: ~* (tilda star with no space). Good for reporting and other internal-use appointment types.
New feature: Products can also be used as filters
Previously the invoice creation trigger only allowed you to filter the invoice further by billable items, but not products. Now you can do both.
New feature: Respect Cliniko email opt-in status
Cliniko has it's own built in email opt-in. You can now choose to respect this status and only import patients into your Peptalkr marketing list if they are also opted in in Cliniko. This is two-way synced. This setting is located on the settings page.
New feature: Additional recall segments
Automated Email Journeys now have three more recall segments they can utilise: 1 year and 2 years.
Version 2.2.0 - December 2020
New feature: New SMS trigger - Invoice Creation
You can now trigger an SMS based on the creation of an invoice. You can additionally filter down which billable items on the invoice should trigger the SMS.
New feature: New SMS filter - Medical Alerts
You can now apply a Medical Alert filter to all SMS triggers. This is ideal for when you need to 'tag' a patient and target them with specific SMS.
New feature: Attach .ICS file to confirmations
There is a new setting on the appointment confirmation transactional email toggle allowing you attach a .ics (Calendar Appointment) file to the email which contains the time, clinic address, appointment type and practitioner.
New Feature: SMS Send Frequency
You can now select the send frequency of automated SMS. Choose whether to send the SMS once ever, once in a day or every time the conditions are met.
Tweak: User Friendly Date Range Selector for One Off Blast SMS
You can now select the appointment date range upon which to target with a one off blast SMS with a user-friendly calendar instead of typing the days manually.
Version 2.1.0 - October 2020
New feature: Transactional Email Templates by Modality
Allow users to select their clinic modalities to enable more transactional email functionality. In addition to this, users can now request the setup of transactional email triggers that target specific appointment types or categories.
New feature: Transactional Email Tests
Send test copies of your transactional email directly from the settings page with dummy data inserted automatically.
Fix: New Patient Preparation transactional email sending settings
As the email was scheduled to send 2 days prior to an appointment, if a patient booked short notice (within the 2 day window) they would not receive the email. We now send the email instantly if they book after the scheduled sending time.
Version 2.0.0 - September 2020
Several updates have been made to the performance and functionality of Peptalkr. They are detailed below.
Major update: Move from API dependant to database infrastructure*
New Feature: Active Patient Limit
You can now select a limit of patients to import into your account to control your costs and ensure you're not hoarding dormant patient data.
New Feature: Display SMS character count
New Feature: Archived & Deleted Patients
If a patient is subsequently archived or deleted, they will be removed from your database and email marketing list automatically.
New Feature: SMS/email records
Every time Peptalkr sends an SMS or transactional email to a patient, a record will be left in the patient notes with the date and name of the communication. Campaigns and Automations will continue to be recorded only in the Peptalkr dashboard as not to overload patient notes with less critical communication types.
New feature: Transactional Email Toggles
Toggle on/off transactional emails yourself directly from the settings page (no need to contact support to turn them on/off).
New Feature: Local Time zone
All transactional email that stend and a standarized time send in the clients local timezone instead of AEST.
New Feature: Redesigned Settings page
Settings page more user friendly with added settings. API key validation is instant.
Fix: Time zone updates
Some appointment outputs were not inclusive of daylight savings changes.
Fix: Filter out emojis
Use of Emoji's in SMS causes encoding to change to GSM which reduces available character limit per SMS and subsequently increases costs.
*Previously Peptalkr would call your Cliniko account via the Cliniko API every time we needed retrieve data. Cliniko has strict limits on how quickly we can collect data. Due to these limits, it would make certain actions very cumbersome - such as collecting all patients within a date range to send an SMS. This also meant we were not able to give SMS cost approximations reliably. To improve the overall performance of Peptalkr, we moved instead to an in-house database solution whereby we only need to refer to our own database rather than Cliniko's making for a faster and more reliable way of dealing with your data. We sync your Peptalkr database with your Cliniko account every 5 minutes to ensure we have the latest patient and appointment data.
With storing data comes security protocol, and we have created a database setup that is extremely secure. As an extra layer of security we decided not to store patient surnames and DOBs (we only store the day/month of birth - not the year). We only store the patient's line 1 from their address. We do not store any treatment notes. We only store essential information pertinent to contacting patients about their appointments.