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April Technology Release Notes

Check out the new Vibrant Wellness Provider Ordering Portal updates for April 2024.

 

1. Easily Add New Patients in the Patients Tab

New button in Patients Tab allows users to create new patients outside of order generation.

 

2. Bulk Import Multiple Patients from an Excel/CSV File

Users can now import a patient list by selecting “Add Patient by Batch” from the Add New Patient Button in the Patients Tab. 

 

3. Manage Providers in Your Practice

Practice Admins can now easily invite new providers to the practice, remove providers, set a default provider, or give providers admin privileges in the “Providers in Your Practice” section. 

  

4. Practice Admin and Provider Permissions

Customizable by category, Practice Admins can now create default setting and preference selections on both practice and personal levels. Practice admins can force apply practice settings to provider accounts in their practice or give providers the choice to opt-in to practice settings. 

5. Providers Now Updated When Patient Has Not Completed Questionnaire

Now viewable in the “Issues” tab of the Updates Section, providers can easily identify patients with incomplete questionnaires.

6. Set Up Automatic Patient Reminders to Complete Questionnaire 

New “Notify Patient When” Notification Preference allows providers to automatically remind patients to complete their questionnaire by setting a custom interval for recurring patient reminder emails. Available on both practice and provider level. 

 

7. Manually Resend Questionnaire Link or Fill Out Questionnaire For Your Patient

For orders that require a questionnaire, providers can now view the status of the questionnaire and open the questionnaire link to resend manually or fill out for patients during their visit from the Test Report Tab in the Complete Patient Profile.

8. Set Recurring Provider Reminder When Patient Has Outstanding Balance

Providers can now be notified at a future date from when the order was placed if the patient has not completed their payment.

 

9. See EDR For Pending Reports in Patients Tab

All reports with a Pending Report Status will now display the estimated date of report with the status indicator on the Patient Profile Summary in the Patients Tab.

 
 

10. Vibrant Highlight Promotions Criteria Easier to Understand 

When a Vibrant highlight is selected that is only eligible for at home tests, a new pop-up allows users to easily identify the promotional criteria and switch to the At Home Test Menu to satisfy promotion criteria.

 
 
Noteworthy Changes:

 

Patient Management 

1. Hormone questionnaire can now be completed directly in the email sent to patients 

2. When viewing the “Sample” section in the Statements Tab, users can now select the accession ID to view the Complete Patient Profile

3. Users can now search for statements using only the last 6 digits of the Transaction ID in the statements tab for easier search

4. Apple Pay and Google Pay are now accepted for patient pay later orders

 

Practice Administration 

1. Practice Admins can now filter “Updates” by Provider Name and “Statements” by multiple providers  

2. Schedule Clinical Consult email now includes time zone

3. Users can now sort “Statements” by count when viewing statements by test type to easily see their most ordered tests 

4. Regulatory warning will now pop up when selecting “Provider Office Bill” if the user does not have a state entered in the “Contact Info” section of their Profile Control Panel, or if they have selected the following states: NY, NJ, RI

 

Bug Fixes: 

1.  Fixed: Discount panel population issue when tests were deleted

2. Fixed: Incorrect EDR when Metal Free Urine received 

3. Fixed: EDR not displaying in Patients tab 

4. Fixed: Patients with no orders not searchable

5. Fixed: EMR orders showing incorrect payment status

6. Fixed: Clinical team members being scheduled for consultations outside of their specialties

7. Fixed: Users being directed to sign up after successfully resetting their password 

8. Fixed: $25 cancellation charge being applied prior to shipment 

9. Fixed: Duplicate events in “Issues Tab” of the update section of the dashboard

 

New Helpful Tech Resources:

1. Portal Walkthrough Video - In-depth walkthrough video of the Provider Portal Dashboard, Order Page, Patients Page and more!

2. Collection Instructions - NEW section in the Help Center containing collection videos and both drop-ship and in-office collection instruction PDFs 

3. Settings and Preferences Overview - Comprehensive guide to the Settings and Preferences section of the Provider Portal

13. Vibrant Essentials Onboarding - Monthly Webinar to quickly onboard New Providers