Release 3 Notes: September 2020

This article outlines the major features added in release 3:

Contents:

• Members
  • Questionnaires Updates (Self Assessments)
• Care Partners
  • Upgraded Reminders
    • Added Reminders for Meeting Types at the Member Level
    • Enabled SMS Reminders
    • Reminders to Additional Numbers
      • To add a new additional number:
    • Customized Recordings for Scheduled Meetings
  • Conflict Indicators for Meetings
  • Direct Calls: Added Functionality for Scheduling Meetings
  • Self Assessments
• General Support

Members

Questionnaires Updates (Self Assessments)

We have made some changes to your questionnaire screen! Now you can see:

• Which surveys you have already completed and when you completed them under the ‘Completed Questionnaires’ list.

• When your current surveys are due (the ‘Please Complete By’ date).

Care Partners

Upgraded Reminders

To access Reminders in UniManage, go to Manage Subscribers → Edit → Reminders.

Added Reminders for Meeting Types at the Member Level

You can now choose which meeting types the member gets reminders for. The menu shows all relevant group live activity types.

Enabled SMS Reminders

We have activated SMS reminders for members. The message content is configurable at the care partners level.

• Israeli care partners’ text messages will be sent through Global SMS.

• American care partners' text messages will be sent through Twilio.

Reminders to Additional Numbers

Some members want reminders to be sent to an additional contact person of their choosing. This can now be setup under the reminders tab in the member’s subscriber settings.

To add a new additional number:

1. In the member’s subscriber settings, click on the ‘Add phone number’ button.

2. In the pop up shown below, fill in the name and number for the additional number.

3. Click ‘Add reminder’.

4. The additional number will be added to the list under the member’s mobile and landline, as shown in the image below. Additional numbers will get the same reminders as the member.

   

5. To disable reminders for an additional number without deleting it, simply uncheck the checkbox next to the contact’s name.

   

Customized Recordings for Scheduled Meetings

Admins and hosts can now upload customized recorded invitations when creating a scheduled group or personal meeting. These recordings will also be sent to the invited members for all future occurrences of the meeting.

A few things to note:

1. Uploaded recordings will override the existing recordings in the the care partner level.

2. The recordings are not language sensitive; the same recording will be sent to all invited members.

3. Only MP3/MPEG audio files are supported at this time.

4. If no recording is uploaded, the members will get the existing phone recording.

5. Members will get the customized phone reminder only if:

   1. Phone reminders are turned on in the care partner level settings, AND

   2. Phone reminders are turned on at the member's subscriber level settings, AND

   3. Phone reminders are enabled when creating a scheduled meeting.

Conflict Indicators for Meetings

When scheduling a group/personal meeting, the system will inform the host/coordinator/admin that an invited member might be unavailable at the chosen time.

1. The message shown below will appear whenever the member has another scheduled meeting that overlaps all or a portion of the new meeting’s timeframe.

2. The message is just a warning and doesn’t prevent the meeting from being published.

   

3. If a group meeting has more than 10 members who might be busy at the chosen time, their names won’t show in the warning message.

   

4. However, if the chosen Zoom meeting room is unavailable at the desired time, the meeting cannot be published.

Direct Calls: Added Functionality for Scheduling Meetings

The Direct Calls screen now has an added functionality for scheduling meetings.

When a host/coordinator/admin presses the ‘schedule' button next to the member’s name, they will be redirected to the ‘Schedule Personal Meeting’ page in UniManage.

Self Assessments

1. UI changes:

   1. Added ‘Completed Questionnaires’ list.

   2. Added ‘Please Complete By’ indication for each new survey.

   3. Added the ability to choose survey images from an image bank in UniManage.

General Support

There are no general support notes for this release.

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