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CMP Weekly Release (Part 2)

Care Management Platform (CMP)

Weekly Release

Build  | January 27th, 2020

These are the highlights of the changes available in this week’s Care Management Platform (CMP) release. It should be noted that this week’s release contains several Voice of Customer items that deliver on recent requests from customers that are actively using CMP to operate their practices.



Block Booking / Templated Schedule Views

Lastly, this week’s release also includes support for “Block Booking” or the use of appointment type-based templates as guidance in the Schedule DayView UI. Using this functionality, practice’s can create templates, based on their established appointment types, and apply to dates to serve as visual scheduling guidance for what types of appointments should be booked where and when. Practices may find this particularly useful if appointment scheduling is sometimes handled by team members with less knowledge and experience of the practice’s normal optimized scheduling rules or when there are special conditions that make a particular day’s desired booking patterns unique.

While simple and easy to use, this functionality involves a number of components in CMP. CMP comes pre-configured with a stock set of Appointment Types, which the practice can freely modify and add to based on their needs. Appointment Types can be managed via the Appointment Types UI in the Administration Tab (Administration Tab → Scheduler → Appointment Types). Here, users can modify any of the existing appointment types, including the name, description, and the associated color. Users can also create new appointment types to use for scheduling purposes or when creating block booking templates.

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Using these appointment types, CMP users can create templates to use via the new Block Booking Template UI (Administration Tab → Templates → Block Booking Templates). Clicking on the “Create New Template” action in the side panel will display the Create Block Booking Template UI that allows users to assign a template name and description, as well as being able to set out the blocks of time that define the template’s scheduling guidance. It should be noted that templates are location-specific, allowing for the definition of scheduling templates that reflect the chairs and dayview layout of each location.

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Creating a new block booking template should be easy to learn for CMP users, as the workflow and operations closely mimic how an appointment is booked in the Schedule DayView UI. Once a unique template name is assigned, the user can simply and drag a swath of time in the mock schedule view. Once the time block is selected, the user clicks on the + button to select an appointment type to apply to the block. Once applied, the user can now define another block of time to set in the template. Once all of the time blocks have been defined for the template, it is now available and ready to use.

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Now, clicking on the “Apply Templates” action in the side panel (or otherwise navigating), the user will automatically navigate to the Location Schedule Planning UI (Administration Tab → Scheduler → Location Schedule Planning). To apply a block booking template, the user simply clicks on a day or set of days that are to use the template and then click “Apply Template” in the Selected Day Details of the side panel. After selecting one of the location’s available templates, it is now applied to the selected days and can be viewed in the Schedule DayView UI.

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To view the scheduling guidance in the Schedule DayView UI, users can click on the Manage Schedule View (cog) control and then check the “Show Block Booking Guidance” option. For days that have templates applied, the template will now be laid over the schedule, providing a clear visual indication of the appointment type-based guidelines that should be considered when scheduling appointments. To further enhance this experience, users can also check the “Color Appts. by'' option and select “Appt. Types” to apply the appointment type-based color indicator to appointment whenever the type is assigned.

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We are very excited to provide this new functionality to CMP customers, as we feel that it is a significant enhancement to the way that CMP can support optimal scheduling practices. We look forward to receiving feedback from our users. Planned enhancements include allowing for the easier application of templates over recurring dates and the ability to use this guidance to highlight conflicts when violating these suggested rules when booking appointments (e.g., appointment with type 1 booked during a type 2 block of time).

Optimizations and Fixes

The following fixes and optimizations have been added to CMP this week.

  1. Addressed an issue in which appointments “to be scheduled” could not be easily dropped on the DayView for booking.
  2. Added an enhancement to the schedule worklist UIs (e.g., Pending List, Recall List, Treatment Plan List) that hides inactive patient records by default.
  3. Fixed a defect in which the details from the RP record were not automatically populated in the Patient Record UI when the RP is converted to a new patient.
  4. Resolved a small UI defect in the welcome email verbiage that CMP users receive when they are initially provisioned.
  5. Addressed a defect in which new databases that are provisioned through the admin portal utility do not have the CDTFeeScales script automatically applied.
  6. Per customer request, a “Care Credit” payment type has been added when post new payments to the Patient Ledger UI.
  7. Fixed an issue in the calculated balances displayed in patient statements that occurred under some conditions, such as when an adjustment has been posted during the reporting period.
  8. Resolved a small UI defect in which scrollbars were being unnecessarily added to certain dialogs.
  9. Addressed a small UI defect in the Location Schedule Planning UI in which the visual indicator for days with scheduled appointments was not being rendered correctly.
  10. Fixed a defect in which the print preview of the Perio Chart was not displaying correctly under certain conditions.
  11. Fixed an issue in the admin portal utility in which the initial / admin user was not being provisioned correctly when provisioning a new tenant under certain conditions.
  12. Addressed a bug in the admin portal utility in which the list of tenants was not always fully and correctly displayed.


2 Replies
CS Dental Employee
CS Dental Employee

Re: CMP Weekly Release (Part 2)

Great info - Thanks!!

CS Dental Employee
CS Dental Employee

Re: CMP Weekly Release (Part 2)

Also, see the Help topic: How to Create a Block Booking Template

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