What's New with Reach

Looking to find out what's new with WebPT Reach? You're in the right place! This page will keep you informed about our latest system enhancements. Please be advised that while we make every effort to ensure updates are released at the scheduled date and time, we occasionally experience unforeseen circumstances that may cause a delay. Don't worry, though—we'll continue to regularly update this page and provide ample communication for any changes. 

Monday, April 5, 2022 at 4:00PM PT

Enhanced Workflows Load Time: Members will begin to experience quicker load times for Workflows and notice Reach responding more quickly as Members navigate through the app. 
Wednesday, January 19, 2022 at 6:00 PM PT

Customize Intake Message: When manually sending Digital Patient Intake via the Complete Intake modal on the patient show page, the message sent to patients defaulted to a standard intake message, un-editable by the Member. Now, Members will be able to select the specific Announcement they would like associated with this on demand intake send. The messaging may be created and customized by the Member and may be set at the facility, region, or company level. Click here to learn more about manual intake sends. Click here for instructions on customizing the manual intake message.

Wednesday, January 12, 2022 at 6:00 PM PT

Customize Intake Message: When manually sending Digital Patient Intake via the Complete Intake modal on the patient show page, the message sent to patients defaulted to a standard intake message, uneditable by the Member. Now, Members will be able to select the specific Announcement they would like associated with this on demand intake send. The messaging may be created and customized by the Member and may be set at the facility, region, or company level. Click here to learn more about manual intake sends. Click here for instructions on customizing the manual intake message.

Wednesday, December 8, 2021 at 6:00 PM PT

Additional Reach Content Added to Accounts: To educate patients about the impact of the proposed 3.75% cuts to rehab therapy for 2022, an advocacy-focused Announcement has been added to Reach accounts (Path: Campaigns > Content > Announcements  > Fight the Cut 2022) that are capable of sending 1x workflows (Legacy Pro, Legacy Plus, Premium, Essentials, Enhanced). The goal of this content addition is to make it as easy as possible to encourage clinics, and ultimately patients, to take action on behalf of the industry. The Announcement call to action links to an  APTQI online form which allows patients to easily message their Congressional representatives, urging them to stop these cuts. Members may also make edits to the Announcement as they see fit, or  to send ( or schedule) the one time workflow.

November 17, 2021 at 5:00 PM PT

Added Custom Send Times and One Time Workflows: Members now have greater control over when content is sent via Workflows with Custom Send Times! With Custom Send Times, Members can determine the exact time of send for a continuous workflow as well as exclude certain days and times—like weekends and holidays. Additionally, Members can schedule a workflow to you out at a certain date and time in the future. Members will be notified in-app with educational materials. Click here to learn more.

Added Send Rules and Send Restrictions: In order to limit the amount of content sent to patients, Members can now set thresholds on how often an individual can receive a piece of content during a specific time with Send Rules. Send Rules can be created within Announcements, Surveys, and Blog Posts. Click here to learn more.

October 5, 2021 at 4:00 PM PT

Digital Patient Intake: Updated Date Picker Format: Patients are now able to enter date specific into the calendar using a calendar picker. Previously, it was required to scroll month by month into the past to select appropriate dates. This calendar picker makes it easier to enter dates using a drop down for month and year. 

Defects Corrected 

  • An issue was identified on November 3, 2021 that intermittently prevented newly created patients from matching to existing leads. This issue has been resolved and leads will be consistently matched to new patients. 

October 11, 2021 at 6:00 PM PT 

Digital Patient Intake: Added Patient Print Option: A print option has been added to the patient consent and intake summary sections of Digital Patient Intake, allowing patients to print consent documents and completed intake summaries as needed.

Digital Patient Intake: Updated Date Picker Format: To provide consistency across Digital Patient Intake and improve patient ease of use, all standard fields requiring patients to select a date have been updated to use a calendar date picker instead of the previously horizontal scrolling date selection.

Defects Corrected:

  • Previously, Members received an email notification and link to download their requested report when exporting a report from the Reach application. Members reported issues when attempting to download the report while using an email client in Google Chrome. Now, exports/reports may be downloaded in Chrome without issue.

October 7, 2021 at 6:00 PM PT

Digital Patient Intake: Updated Date Picker Format: To provide consistency across Digital Patient Intake and improve patient ease of use, all standard fields requiring patients to select a date have been updated to use a calendar date picker instead of the previously horizontal scrolling date selection.

Defects Corrected:

  • Previously, Members received an email notification and link to download their requested report when exporting a report from the Reach application. Members reported issues when attempting to download the report while using an email client in Google Chrome. Now, exports/reports may be downloaded in Chrome without issue.

August 11, 2021 at 6:00 PM PT 

Defects Corrected

  • Previously, Call-to-Action buttons in Reach contents were not adhering to the brand color as set by the Member. Instead, all Call-to-Action buttons in Reach emails were displayed in default light blue and with square edges. Now, CTA buttons are once again displaying as expected, in the brand colors of the Member and with rounded edges. Click here to learn more about Call to Action buttons in Reach content.

July 20, 2021 at 6:00 PM PT

Defects Corrected

  • Previously, when exporting leads from the Lead Index page in Reach, the exported information would contain all lead information instead of the filtered results. Now, when exporting lead information from the Lead Index page in Reach, the export will respect the filters applied (Date, source, owner, and/ or status) and will only export the filtered information. For more information regarding Leads, visit the Reach Knowledge Base.

June 29, 2021 at 6:00 PM PT

Updated Help Link for Reach Intake: Reach Intake (Standalone) Members are now able to access the Reach Intake specific Knowledge Base via the in-app Help link. Users will be directed to the specific Reach Intake section of the Knowledge Base. Additional training for Digital Patient Intake can be found in the WebPT University.

June 8, 2021 at 6:00 PM PT

Expanded Ability to Create Patient Lists: Previously, Members were only able to create a patient list with diagnosis codes available in their current patient population. Members are no longer limited to diagnosis codes within their current patient populations and can create a patient list using any diagnosis code utilized in the Reach application. Click here to learn more about patient lists.

May 19, 2021 at 6:00 PM PT

Added Intake Form Preview: Members can now preview their Digital Patient Intake forms directly in the Reach application without having to enter an access code or date of birth, allowing them to preview without creating fake patient information. While on the Intake From Show (Reach > Intake > Select Form), Members can select the Preview tab to view a sample of the intake form. Click here to learn more about Digital Patient Intake.

May 5, 2021 at 6:00 PM PT

Defects Corrected

  • Previously, users received an error when attempting to rename exercises in the Home Exercise Program (HEP). Now, HEP users may once again rename exercises as needed. Click here to learn more about renaming exercises in the HEP.

April 28, 2021 at 6:00 PM PT 

Defects Corrected

  • Previously, Members received an error message when they attempted to manually send text messages to a phone number with a leading or trailing space. This issue has been resolved, and Reach will automatically remove spaces to ensure text messages are sent without error. 
  • Previously, the Email Collection Percentage on the Reach Dashboard didn’t display an accurate percentage because of invalid email addresses. This issue has been resolved and the percentage will display with valid emails for patients created during the specified date range. 

April 21, 2021 at 6:00 PM PT

Added Auto-Update Lead Status to Closed Won: When a Lead is converted to a patient in the WebPT EMR, the Lead Status in Reach will automatically update to Closed Won. A conversion to Closed Won will occur when the lead becomes associated with a patient who has a new Initial Evaluation appointment within 45 days of the lead submission. This removes the need to manually update and close the workflow. Click here to learn more about leads and lead management.

April 14, 2021 at 6:00 PM PT 

Corrected and Improved User Download: Previously, Members received an error message when they attempted to download user data from the User Settings page (Path: Reach > Settings > User Settings). This issue has been resolved as well as improved to include User Details, User Access, and User Alert Settings in the User Download for Reach and the Home Exercise Program. 

April 7, 2021 at 6:00 PM PT

Defects Corrected

  • Previously, the Lead Submit Date on the left panel of the Lead Activity Page displayed the Lead Created date. This issue has been resolved and the Lead Submission date will appear with the correct date.

March 31, 2021 at 6:00 PM PT

Updated Lead  Page: A Lead Source column has been added to the Lead page in order to provide more information about a lead. Additionally, the download list now contains the following information: Lead Submitted Date, Notes, Lead Owner, Lead Conversion Date.

Defects Corrected 

  • Previously, when a patient created an account for the StriveHub Web Portal, the access code didn’t carry over to the access field and resulted in patients abandoning the sign-in process. This issue has been resolved and the access code will auto-populate into the access code field and allow the account to be created.

March 17, 2021 at 6:00 PM PT

Display Consent Information on Intake PDF: Policies and procedures consented by patients on the Intake form will now display on the PDF generated form in order for clinic owners/managers to verify all necessary policies are consented to appropriately. 

March 10, 2021 at 6:00 PM PT

Added DOB to Intake PDF: The Intake PDF header will now contain a patient's DOB in addition to their name, and patient ID.

February 17, 2021

Added Languages to HEP: Therapists can now translate completed Care Plans to Hindi, Italian, Korean, Portuguese, Tagalog, and Urdu in addition to the 14 existing options available in HEP.

Defects Corrected: 

  • Previously, communication sent to Leads from Reach only referenced company level information and caused content to not send as expected. Now, messaging to Leads will reference the Lead’s Preferred Facility. If no Preferred Facility exists, messaging will reference the facility information of the patient associated to the Lead. If no Preferred Facility was identified and the Lead is not associated with a patient, messaging from Reach will reference company branding and information. 

December 23, 2020

Added Account Settings to Reach Intake: Previously, account settings were not visible to Members using the Reach Intake product. Now, Members with Reach Intake can access and update their Reach account setting directly in the Reach Intake application.

Added Case Selector to Manual Intake Send: When Digital Patient Intake forms were manually sent from Reach, Members could only choose the current case associated with the patient. Members can now choose from a list of cases associated with the patient to ensure the information is linked to the appropriate case in the WebPT EMR. Click here to learn more about how to manually send intake forms.

December 16, 2020

Added Intake Only Access for Clerical Users: In order for clerical users to access patient intake information, they can now access Reach with Intake Only access using their WebPT EMR login and password. Please note: Clerical users will not see the Reach icon in the EMR and can access Reach via https://prm.webpt.com or https://reach.webpt.com. Click here to learn more about changing user settings. 

Added Intake Status: Previously, Members could only see when a patient completed their Digital Patient Intake. Now, the intake status of Sent, In Progress, or Completed will show on the Patient Intake Dashboard and Patient Details page. Additionally, Members can view a PDF of the patient's intake information directly from the Patient Details page. 

Added Patients Tab on Intake Dashboard: The Patients tab, which includes details for all patients that have been sent an intake form, is now the primary view when the Patient Intake Dashboard is loaded.

Added Filter by Initial Evaluation: In order for Members to better manage patient intake status for current, upcoming, and past patients, they can now filter results by patients Initial Evaluation date on the Patient Intake Dashboard.

July 22, 2020

Added Facility Association to NPS Export Raw Data Report: The Facility Name field has been added to the NPS Export Raw Data Report. All NPS survey results will now include which Facility in Reach the survey is associated with. Click here to learn more about facilities. 

May 20, 2020

Defects Corrected

  • Previously, Members couldn’t resend content to clients. This defect has been corrected and Members are able to send content outside of workflows via the content send page.

March 18, 2020

Defects Corrected

January 15, 2020

Defects Corrected 

  • Not all users were displaying in the lead owner drop-down when viewing a patient in Reach. This issue has been corrected.

January 2, 2020

Defects Corrected

  • Facility-specific NPS access settings were not saving after a new user was created. This issue has been resolved and facility-specific user access settings now save when creating a user. 

December 18, 2019

Defects Corrected

  • Previously, the Member’s API was not alerting users correctly based on their lead alert notification settings. This issue has been resolved and Members using the API are able to receive lead alerts. 

November 27, 2019

Defects Corrected

  • Fixed an issue where trends weren’t included in the NPS Raw Data file export.

November 6, 2019

Defects Corrected:

  • WebPT Reach Member’s API has now been extended to support passing the API key in the body of the request. This was done to support common Wordpress form plugins such as Ninja Forms.

October 16, 2019

Defects Corrected:

  • Updated the HEP Printout image to consistently say “Access Code.”

October 9, 2019

Defects Corrected:

  • Removed duplicate lead owner and lead status fields from the leads page.

October 2, 2019

  • One-Time Workflow Warning
    • A warning will pop up before sending a one-time workflow that asks the Member to confirm the number of patients who will receive the selected content  This warning will help ensure the correct content is sent to the right list.
  • File Management Updates 
    • Two updates have been made regarding file management (1) Permissions for full access users have been updated so that they now have access to file management, and (2) files hosted using Reach’s file management now open in a new window instead of downloading directly to a user’s computer. 

September 25, 2019

Defects Corrected:

  • Change to integration rules for Casamba. The Casamba Import Config has been updated to nil out contact type when case tag is not present.

September 11, 2019

Defects Corrected:

  • Fixed a pagination issue on the NPS Dashboard where the same provider was showing multiple times on different pages. Providers are now only showing once on the NPS dashboard. 

August 28, 2019

Defects Corrected

  • Fixed an issue where deleting a campaign caused an error and required a user to refresh in order to proceed.

August 21, 2019

Defects Corrected

  • Fixed an issue where the Reach Standard Help link was incorrectly redirecting users to the Reach Professional and Enterprise knowledge base instead of the Reach Standard knowledge base.
  • Portal Careplan Emails were previously missing help links for account creation and password reset. These support links have been updated and included.

August 14, 2019

Defects Corrected

  • Fixed an issue where searching in a landing page would cause an error if the entered text didn't match one of the dropdown options.
  • Fixed an issue where creating a list with the value of “Not Found” wasn't displaying the value and was instead blank.
  • Fixed an issue where non-scrollable fields were displaying arrows on Microsoft devices.
  • A text content with a long message wasn't being contained inside of the preview bubble. This issue has been resolved.

August 7, 2019

  • Video Block in Landing Pages:
    • Members can now embed videos on their landing pages by entering a valid video URL into the video block inside of the landing page editor.
  • Free Text Option for Match Strings:
    • Previously, users could only select match names that corresponded with existing data from the Member's EMR. Now, users can add free text match strings for facilities and therapists to make associations to incoming therapist and facility data from EMR before their EMR data is present in Reach.

Defects Corrected

  • Fixed an issue where HEP failed if a patient with an active conversation was deleted.
  • Fixed a styling bug issue where landing page form fields weren't rendering properly in IE 11.
  • Fixed an issue where adding a match name to a provider was removing the user association upon save.

July 31, 2019

Defects Corrected

  • When adding a match name to a provider, the user association was removed upon saving. The user association now persists when adding a match name to a provider. 

July 24, 2019

  • Instagram Link Dynamic Variable: 
    • Members can now use Instagram Link as a dynamic variable in content.

Defects Corrected

  • link to a video on the Persisting Pain videos blog was no longer available and caused a broken link across Reach. After updating the link with a new one, it is now working. 
  • Fixed Portal Mobile styling issues where the logo image was overlapping the header and the messages text box was not displaying when visiting the portal on a mobile device. 
  • Fixed an issue where image and website info wasn’t saving for facilities in user settings. 
  • Updated fields that are included in patient downloads for Lists and Workflow recipients with Next Appointment Date, Visit Number, Last Visit Date, Body Part, and ICD-10 Code for more comprehensive reporting.
  • Fixed an issue where the Landing Page Show page patient table download was showing “physician” (instead of the external ID) in the external ID column.
  • Improved the Patient Portal Account Creation Error Message when patients try to create an account with an email that is already tied to an existing account. 
  • Fixed an issue where Landing Page forms weren’t rendering properly in Edge internet browser. The issue has been resolved.

July 17, 2019

Defects Corrected

  • Corrected issue where image and website info may not have been allowed to be saved at the facility level. 
  • Corrected issue with email change in Reach.

July 10, 2019

Defects Corrected

  • After adding a trend, the ability to assign an NPS color to the trend was not possible. This issue has been resolved.

July 3, 2019

Defects Corrected

  • Mobile blog posts used to contain a “Learn More” button which unintentionally generated leads when clicked. This button has been removed and the issue has been resolved. 
  • HEP sign-in counts were not calculating correctly, but are now reflecting the accurate number of sign-ins.

June 26, 2019

  • Create a Continuous/One-Time Workflow in a New Tab:
    • Members can now right-click Continuous or One-time Workflow from the Create Workflow drop-down button to open in a new tab, which will be helpful when creating multiple workflows.

Defects Corrected

  • Fixed an issue where campaign stats weren’t including data from before a workflow was created.

June 20, 2019

  • Workflows: Who and What are Now Clickable: 
    • Upon clicking on the Who and What sections on the details tab of a Workflow details page, the Member will be taken to the corresponding list and content. This provides Members with an easy way to access lists and content from within a workflow instead of having to navigate to them separately. 
  • EMR ID on Patient Contact Record Page: 
    • The EMR ID now displays on the left-hand side of a patient’s contact record page so that all pertinent patient information is now visible in one place. 
  • “Upload File” Button Updated: 
    • On both the Patient and Lead Import pages, it was unclear which of the two “Upload File” buttons should be clicked to select the file to be uploaded. The button verbiage on both pages has been changed from “Upload File” to “Choose File” to prevent further confusion. Click here for a screenshot.
  • Open New Workflows in a New Tab: 
    • Users can now right-click on Continuous Workflow (or One-time Workflow) from the Create Workflow drop-down button to open a new workflow in a new tab.

Defects Corrected

  • Apostrophes didn’t weren’t displaying properly in text messages. They are now displaying properly. 
  • NPS Export Raw Data exported incorrect location for patients. The export now displays the location of the patient at the time the survey was submitted. 
  • Preferred Provider and Preferred Facility didn’t display any values in lead lists. They are now populating correctly. 
  • List filters didn’t display properly when name was longer than field. Now if users hover over a field on a list property field, they will see a tooltip that shows the entire name. 
  • Bullets and numbered lists didn’t display on landing pages. They are now displaying properly. 
  • Users were unable to save a Provider when editing. They are now able to. 
  • Download fields were missing for lists and workflow recipients. Facility, Primary Therapist, EMR ID, and Patient ID are now included in the download. 
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