Exploring New Features and Updates 01-24-24

In this video, I discuss the latest updates and features that we are implementing. I provide a walkthrough of the new visual automator and demonstrate how to use it. Additionally, I explain how to access and customize community templates. No specific action is requested, but it's important to stay informed about these updates.

00:00 Introduction

01:00 Modifying and Updating

02:34 New Member Joined

03:16 Website Overview

05:08 Agenda for Today

05:49 Shorter Updates

08:23 Building Direct Paths

09:15 Community Templates

11:23 Accessing Templates

12:00 Customizing Templates

14:50 Providers Feeling Alone

18:53 Adding New Features

20:36 Checking for Missing Elements

24:54 Combining Metadata

27:58 Editing the Newsletter

Words

0:00:01 Hello and welcome to Wednesday Connection with FX Med Support. I'm your host Kevin. Uhm. We have quite a few people scheduled and signed up for today.

0:00:14 So much so in fact I decided to not cancel it and make sure I show up Uhm We have a lot of exciting updates to present to the community today and have a full topic of agenda items.

0:00:33 Uhm I'll kind of just go ahead and do some small talk and if anybody has any questions please go ahead and put them in the zoom chat uhm while we wait for those that signed up.

0:00:46 Let me go ahead and get the count And we'll start when, I don't know, half? Oh wow, so there was supposed to be 8 people to sign up Uhm Usually not everybody shows Uhm so let's maybe, we'll just kind of go slow, maybe wait for one or two more more and if nobody else is here maybe in 3 to 4 minutes we'll

0:01:08 just actually start with todays uhm topics and demonstrations and walkthroughs uhm yeah I'm gonna go ahead and go refill my coffee uhm again if anybody has any questions go ahead and put it in the the zoom chat and we'll just add a few people here bing Okay, okay, I think I heard another join so that

0:02:19 means there's three here out of the eight That sounds like a really good starting place I have some amazing updates for the visual automator as well as a demonstration on the email template builder uhm that we are modifying and getting ready to just update it as well so real quickly I just want to announce

0:02:45 because it didn't even make any of our of our documentation yet is that inside the legacy automator in our application for the task section you now can connect that to uhm task priority type and I know theres only one practice in all of our 300 and something integrations that actually cares about that

0:03:09 and I think she just joined uhm and so uhm inside of our uhm our legacy automator one of the options you can do is task and we now give you the ability to do priority inside uhm so I absolutely adore the practice that needed it.

0:03:49 I'm gonna go ahead and go back and kind of just start from our website again for for those that have are new uhm or are new to our Wednesday connection so this used to be called VA school and I just we've kind of evolved away from wanting to just be connecting to VAs on Wednesday and so this new connection

0:04:12 is just the Wednesday connection it's a different time from the Friday connection. Be different topics each week or each day but I dont want to I dont want to segregate between the two connections I really just want to be able to offer more in person or live connection with the community uhm just like

0:04:33 your professors did in college if you need me uhm you always can go and schedule support you know do a support ticket or schedule support connections but sometimes its just as good to not do that because if you know that Im here on Wednesday and Fridays uhm so it kinda makes us a part of your team uhm

0:04:57 any questions before I get into todays demonstrations about the very exciting update and then we'll do the demonstration into some automations and then we'll go build some emails that's what I had on my agenda today uhm and if there's no questions that's kinda where we'll jump into uhm So the hold on

0:05:22 I just got pinged on our support channel just wanna make sure its not somebody thats trying to get into the class that happened last week and I felt really bad cause somebody missed the whole class ok nope alright so wonderful our system on the left hand side we're gonna see our servo automator system

0:05:42 we believe we're getting ready to rebrand it just portal automator because it just sounds shorter we've made the adjustment to the system and you'll see that we now have version 1.20 the next update will have when you hover over the version a tooltip will pop up so that you will know what is been whats

0:06:07 new with this latest version uhm yesterday we were on version 1.1 and uhm i forget who was first into this class this morning but the reason we were 4 minutes late was i was waiting for 1.2 to actually load and 1.2 it it brings the introduction to community templates uhm so first we'll talk about our

0:06:31 visual automator and then we'll talk about the the community template part I'm gonna jump into one of our main group visual automators uhm and im gonna click im gonna click the edit button on number 2023 and this is ah its an automator that you can watch being built from scratch so in case you don't

0:07:01 know all of our visual automators that we use for our class are gonna be in here and they'll actually be a part of this class right here this article uhm and so throughout the history of fx med support with building automations the question we get is how do you build it and so uhm from the very first

0:07:27 mouse click on all of our main automations there were five of them you can watch all of these being built uhm you can now see on the left hand side that we have descriptions and tags there is a limitation so right now the character is 191 characters we're going to increase it uhm and so for giggles right

0:07:52 now we're just going to copy and put this in uhm in the description for those of you that don't know what this automation is is this is what we consider yes conditional logicking with admin oversight and what that means is were not using standard conditional logicking which is when this happens go and

0:08:14 look if mail do this. If not you know and then branch out so that's standard conditional logicking we call this yes because we're only building direct paths to yes you always can add another branch and make it different and then we this is our right hand side this is called admin oversight so we have

0:08:34 a branch thats going to continually look at the patients and send appropriate messages as it should uhm and were really excited to now start building and expanding on this so that these can continue to grow I'm going to go ahead and just add a tag and we'll call this uhm you know main apps or main automations

0:08:58 ok and now we are going to go ahead and save changes now because we have added a description and a tag you can see that when I hover over the title we get a pop-up the pop-up says the tag that it's part of as well as who created it and then the description as long as a automation has those those action

0:09:39 items you can come to the right hand side and post to community so I've successfully posted to the community now every practice inside of the fx med support system that logs into their visual automator and any practice can do this right now and we'll even show you as a demonstration but you can go to

0:10:00 the community template page and you'll see that we have a new group called main automations so that tag that we use to identify our automation we use that to group as of right now were using one tag eventually we'll probably add a few tags so that we can do some good advanced searching but when we open

0:10:22 it up we can go ahead and see that the automation that I created for that FXMED support created is now available for practices now I can import it but its the same as cloning because I own the automation I have the ability to edit now I can actually say that you all have the ability to edit what you

0:10:51 won't have if you're not the owner is the ability to save so let me quickly go right here and open an iframe and were gonna jump into a different account this is like my family so theyre not gonna mind me jumping real quick from their system into the automator into the community template just to show

0:11:17 that now were in the community template and we have the main automation that we built im gonna go ahead and click it and we can see that we have the import button really excited this is about to be a really beautiful orange i don't know what happened but let's go ahead and click well first let's hover

0:11:36 you can see the description and now i'm gonna click into it and there we go uhm any practice you can click you can come in and youd be able to see the architectural the metadata the structure that that built it if there was youre just not going to have the ability to save it and so you click the back

0:12:04 button and if this is an automation you want in your practice you simply hit import now there is there are a few options that we we have to you know continue to refine like the good thing is since this is now in the community template I have the ability so where if I if I edit That visual automation

0:12:34 do I want to update this one or actually post to a new one? So we're working on that kind of technology.

0:12:39 So that maybe as we continue to Enhance an automation it just continues to grow in your in your build uhm but right now this is our visual automation community template uhm upgrade uhm really just given to the community because I can create as many of these automation that my clients you all ask me to

0:13:08 build but there's nobody better actually than inside the medical practice uhm we met with a practice that was mapping all these out in excel which made me show that we need some type of mind map, mizer, uhm figma, mira, theres a bunch of them but we're gonna build some type of mapping tool so you can

0:13:30 sketch out your automations before you go and create them uhm especially since we're not gonna want to do them in excel i'll keep that quiet because it was beautiful to see uhm and please please please let us know what you like about this what you don't like about this so that we can continue to enhance

0:13:51 your ability to not have to reinvent the wheel uhm we have a newsletter going out today that talks all about the visual automation uhm upgrades uhm as well as the community template Supposedly Friday or Monday we'll have the convert button I'm not I'm not all that confident in it I will be very honest

0:14:18 uhm I'm not that confident that the convert button will be there uhm Kevin? Yes? I have a quick question uhm max off sync life uhm so if we once we import the automated the automation from the community uhm and say we see an improvement within it or something that's unique to our practice and we want

0:14:55 to take what you've created or the community has created and then add this either next step or oh my gosh great question great question great question can we save it at that point oh my gosh i i i i think i didn't speak correctly i'm so glad you questioned me once you import this and you download it

0:15:19 from the community and it appears here it is solely yours you can edit it destroy it add to it you could even repost it to the group as these are the updates i've made once its in your system its completely independent and thats kinda like the update i was saying is maybe you know maybe we'll build a

0:15:39 connection so that we can continue to stay connected to yours uhm but for right now once you hit that that button they are purely yours and you can do what you want with them uhm as you know you can even copy them and make 10 of them so you can you know edit them uhm yes uhm thats a great resource and

0:15:59 let me just if you have like the starting point of you know just kind of a an automation structure that you can just say okay uhm i can grab that import it use it and then just add the other elements to what i need to accomplish thank you thank you that's really the in the newsletter i i i'm not good

0:16:24 at writing words i can speak well but when it comes to writing them i'm not good the marketing person that wrote our email after interviewing me they they grab such such amazing highlight phrases that i said that i didnt even remember saying but just kinda like what you said it is it its its the starting

0:16:41 point its you know if somebody gives you 80% of their architecture its actually worthless because until you apply the 20% of your practice's uniqueness then its like amazingly powerful and thats what i really like about these is i doubt very often will somebody have the ability to come here go to an

0:17:04 automation and download it and not make any changes and be like sweet we're done like i just don't see that happening you're all so unique uhm i almost coulda i could almost bet other than like a single automation like patient created send welcome email like but even that you should have some conditions

0:17:23 of you know i dont know but i thank you for that this is its my biggest part that makes i think servo difficult for medical practices and that is you all dont know of all of the updates that are being made in servo by all of the four thousand uhm servo you know integrated practices uhm and so whenever

0:17:52 you have a an idea or you have a frustration in inside the servo system a lot of times speaking from my viewpoint I think that you providers are feeling kind of alone that you're unique nobody else nobody else wishes servo had a button here or nobody wishes that you know if youre on the schedule page

0:18:12 and your schedules too big that you can press a button that can collapse left and right side tabs so you can get a bigger schedule thats actually a servo feature if youre a practice that has you know a bunch of providers and you have a big schedule system and youd like to be able to look at the schedule

0:18:30 page but not see the left column or the right column you simply just have to email servo and say can you turn that feature on the problem is that feature is not documented anywhere so you you most of the time and you being the medical practices you feel like youre the only one thats ever experienced

0:18:49 that issue because theres no where to go look oh if you have this problem like we can add this feature uhm I know why servo doesnt do it because its really hard to manage all the custom features uhm and so rather than us having to manage custom templates and push templates I fully was able to acknowledge

0:19:10 the and say why dont we just make you all in charge of it so anytime you do something you can share it with the community uhm we are about one week maybe two weeks away from the same exact thing for bulk email and the email templates is uhm were in the process of going and creating a bunch of new templates

0:19:31 but as we were creating those we all started laughing thinking wait like were making up emails wouldn't it just be better if we gave the providers the ability to say I made this beautiful email share it with the community uhm and so thats really where this is all coming from is if I allow you all to

0:19:51 share everything uhm I dont have to be as creative because your original content is so much more powerful than my made up content mhm uhm yeah so yeah super long tangent I apologize for that no worries no worries uhm so if we go back to the the visual automation yeah so again we can go into another one

0:20:25 of these and that let me actually let me go back just so you can all see it is intelligent so if you attempt it'll actually tell you what you haven't added.

0:20:39 We were in the process of making it so the button wasn't visible if it wasn't ready but then we thought maybe somebody would say hey I don't have the button.

0:20:48 And so we figured we would just give you the error if you add a description and no tag it will tell you you need to add a tag uhm the thing I just realized we wait do we have it?

0:21:02 Can I pull it back? Okay so yeah so it gives me the ability to always go in and edit it but I wonder like right here is where could I can I connect this to one of my automation so that it automatically update so that I don't have to push every time I update it uhm just small changes like that are the

0:21:27 fixes we're going to continue to make as you practices tell us how to make it better uhm before I jump and switch subjects does any practice have any automation that we've created or that you'd want to create so that we can create an automation in this uhm in this class?

0:21:54 Let me go ahead and talk about one that I created that were in the process of updating our system so that it can be more powerful knowing that we have listeners and we listen to every mouse click we have the ability to talk to our patients very intelligently and so one of one of the clients I I have

0:22:17 and they're basically my family I love modern thyroid out of Austin Texas McCall McPherson is one of the most just brilliant minds I've ever met they they send a lot of prescriptions via ERX and most of the time historically throughout the years they would send a message to the patient when that patient

0:22:42 had a prescription sent to the pharmacy it would say weve sent your prescription to blank pharmacy contact blank pharmacy and see when your prescription is available for pickup well we realized that doesnt work because now they have some programs and they have specialized medicine semi glutide being

0:23:04 one of them that the patients dont go pick up in the pharmacy so we need intelligent messaging to talk to the patient and so we were able to realize that when you use the ERX system we are doing whats called ERX log modify and I'm showing you this because I think it's ah something that all practices

0:23:36 now will have the ability to do and we're getting ready to update this to make it even more powerful so because inside all of the coding that gets sent so when we look at our servo community its gonna send us lines and lines of code but inside that well actually be able to find the name of the medicine

0:23:56 so we can now build conditional logic in being that when we send a portal message to the patient uhm or sorry when we when we send a an ERX log we can now go look to see what what is the medicine what's the name of the medication or any particular metadata and we can send the portal message that because

0:24:20 this is semi-glutide what we don't have and we're gonna have it by the end of today uhm is the does not equal so right now we can say if it should be contains if the message title contains semiglutide we want to have that message uhm and so that would be that we also can make it so its not so we can

0:24:47 build a new condition uhm for it to be not but we want to have both of them inside here so that's kind of what we're uhm actually let's just do it right now I can show you exactly what we would do uhm beep uhm lets I can't do it thats what were updating sorry so when we make the new one we'd be able

0:25:16 to say uhm if it doesn't have semi-glutide or uhm is not equal to or does not contain go ahead and send the other route because right now we dont want to make a special message for every single other medication they send a lot of medications but we just want to have it be so if it doesnt contain it then

0:25:37 we would go the other route and so we are working on does not contain does not equal and so we will have those live by the end of the day I believe any questions on on on this little like so this is one that I plan to go into FX med support clone it rework it as soon as I have the contains does not contains

0:26:08 as soon as I have that because this is one that I could put in the community and you all could just go in and click and be like oh for this medication I want this message for this medication I want this message uhm or for this medication this message for any other medication this message uhm and I could

0:26:26 see how a lot of practices that are using the ERX uhm system would like this as well as fax log modified it's the non-ERX uhm integration so very very excited about being able to create automations for all of you and push them to community template we plan today to send out our first newsletter using

0:26:57 our own system uhm it's not out of ability it's really out of I've just been lazy and I think all of us that are in here in some way shape or form are part of a startup or have a startup when its your own sometimes thats your worst enemy uhm and so we've just been using HubSpot because it was where it

0:27:21 was it was easiest and so if its hard for me and my own company to convert and start using my own software Oh my gosh I have so much humility and respect for the practices that are leaving Active Campaign, HubSpot, MailChimp and using our system because I own this company and Im still using HubSpot until

0:27:42 today so its its just a real you know gut check and humility check uhm we're going to jump into our newsletter system just to show you uhm what I plan to do is go to my HubSpot today and download my list.

0:27:58 I'm going to come here. And Im going to import my list and its going to be FX MedSupport active clients not unsubscribed because we dont want to talk to the unsubscribed people but as soon as uhm we do that uhm we would select our date and time to trigger it and its going to be later today and it would

0:28:19 be our template uhm and I think I think this is the one that were editing today uhm yes that is January version 1.

0:28:32 So lets go look lets go into our template builder and go take a look at what I built I I don't really like it but you know what I'm not very good at building templates So were going to go in here and click our edit button And I have a few ideas of how to make it better And I figured we would do it in

0:28:55 this class because we dont currently have any videos of us modifying our uhm email system And thats really the only way that we can make sure to try to get it better Uhm some exciting changes that are coming Uhm the ability for your practice to save default colors So that you can just start typing and

0:29:18 it will start working Uhm I'm not really liking how we have our images and they're really difficult to resize So what I thought I was going to do before I came in and sent this today Is instead of using the text blocks with an image I was going to rework these and see how I could use the hero So a hero

0:29:36 is like an image, call to action, kind of like together Whether we did it inside of wrapper and made them smaller or we did them larger I figured that would be what we would kind of test today in this Uhm And what we're just Announcing is our new video series For those of you that are in here and you

0:29:56 don't know I finally did not procrastinate or unprocrastinated Not sure what the term is But we now have a active video How to single application inside the FX med support system and it talks about all of the tabs if your application has tabs it talks about them all and every one of these is a modern

0:30:22 uhm 2024 version so extremely happy about that uhm that's kind of what our newsletter is talking about it's also talking about the new visual automator and all the ways to uhm it's enhanced and how to use it and then our Wednesday and Friday connections now just one connection so thats the newsletter

0:30:43 we are getting ready to send out we have a big one thats being sent out Friday as well uhm has anybody in here actually used our email system?

0:30:59 So hi Kevin its Agra I actually tried it was painful yeah thats what thats what Im hearing so thats what my we are going to completely fix it I dont I dont know why what what components arent working well so thats what we are going to look at the photo was one of the biggest ones actually it just kinda

0:31:18 you couldnt get the alignment in the newsletter so the photo sizing was actually a really big one and then other than that I could push through on the other pieces of it but yeah Im looking forward to the changes you are going to make to it.

0:31:35 Thank you yeah I know I okay so thats a good sign that I just what we just found is a good sign is we can acknowledge we just first acknowledge it this is not functioning as I would want and I think that was Debra that just jumped in as well okay so lets lets acknowledge what's broken and we'll go fix

0:31:56 it but in the meantime at least I can see that there is a way to get large sized images that are clear because there is no way to make this large and clear as Debra would tell you if she was to shout out you can't change dimensions or anything it it it looks horrible so at least we have a way to get

0:32:13 decent sized images and Debra will definitely be working on that very soon lets go ahead and try to cut out this exciting news and see if we cant make that our topic but lets give it a different color and call it this can we give it a different little background shade maybe this with k so i'm seeing

0:32:44 that i don't have an opaque monitor or opaque slider thats something we definitely should add so that we can allow for some opaque i dont know how to say opacacy or whatever the question is there an ability to import templates within this builder so that i can have a library of those templates like for

0:33:19 instance if i go to another like say i i i we have an account with wix to manage our our website and they have some email capabilities as well if they have like some templates that are visually optimal for what we're trying to do or create and all we need to do is add words could we take that and like

0:33:47 import it into this you could if it was pure html you could and I'll show you how you can add you can go to the code and add code where you're going to find that that where our system is going to be a little limiting is the CSS the styling what makes it pretty a lot of times those downloads dont come

0:34:11 with that in line uhm we are working on an uhm it wont be through wix it will be through the ability through uhm applications or websites as like code canyon steam forest those are professional uhm repositories where you can download uhm like email templates so were going there and going to be downloading

0:34:35 a bunch we will give you we eventually would give practices the ability to upload templates lets just not something that we have right now but you could put code in here uhm not sure I like what I just did uhm oh I like the back button I learned I like the back button uhm it just doesn't look as good

0:35:07 I'm so horrible at making emails I just wanna get the content out but I'm told I've gotta make them pretty like this bugs me that I can't make that bigger uhm Deborah were there any other things items that you didnt find that worked well with the email system so that to be honest it was mostly the sizing

0:35:30 uhm of things and I would uhm like the its been a while I used this exact exact template uhm the its been a while font I was trying to change that uhm and I could get it in some size but then when I went to the preview it didn't match what looks like on this screen and so I finally just set it aside

0:35:54 I had too many other tasks to do no yeah I uhm I would uhm somebody I haven't been back to play with it to be honest and it was the very first time I played with it uhm when I was struggling with the issues so I uhm in all fairness I it was my first time and I havent been back to fiddle with it no I

0:36:11 I could see why trust me theres theres no easy way you go here when when when somethings broken we just gotta acknowledge its broken so we can fix it sitting here trying to be like these letters arent fun anyway so yeah no well and then one of my best friends he he goes no Ill show you how to do it and

0:36:28 he whipped out adobe illustrator last night and in like ten minutes built the most beautiful email uhm and I was like I wish I knew how to do that uhm it was just crazy and I was like its just its amazing to see what beautiful talented people can do when you know with the right tools yeah I think once

0:36:52 I get the first one built then I'll be fine because I'll be able to reuse it just change colors change words uhm its just getting that first one built so so I'm going to try to and what we did is we went to our developer and said look this is the newsletter that we want to send out on Friday why is it

0:37:13 that its our system and I cant make it look like this like and so right now the developers are in the process like we acknowledge your problem as soon as we said hey lets start using our own tool its really its very humiliating and humbling but its really hard to make this over here look like this now

0:37:36 a it's awesome that my friend can go into AI and create this in like 5 minutes adobe illustrator but we need your practices to be able to recreate this inside here just as simple and so we really think at least by the end of next week all of that will be there because we pointed out all the areas that

0:37:57 are wrong this is the email that's coming out on friday just to give you a little a heads up but more importantly we're using this as when this email gets sent on friday its kind of telling the community hey this email builder now can do this because right now we can't so im very excited for that email

0:38:16 to get sent i hope it gets sent on time and theres just a few little areas that need to be worked on okay i think im destroying this lets lets close it did i save it?

0:38:44 I hope i didnt save it i should probably clone it and then work on it we are getting ready to remove all of the templates that are in there that are old we have new ones that we are loading for the app and for appointment reminders and stuff what was the question im sorry do you recommend that cloning

0:39:06 before we fiddle with the templates and can you show that cloning process yeah so so real quick just to be brief yesterday i went into premium template i selected one of them and hit the edit button and that's what created this template we've been playing with i realized right now its got all my content

0:39:29 its pretty good but i dont like it but if i delete something and hit save im gonna lose where i am right now im actually on the wrong one there we go and so we we hover over a template we get presented with 3 icons the edit button the clone button and the delete button so i simply just press that button

0:39:53 and you can see right down here i have the duplicate perfect thank you here is really once you get the framework for your monthly newsletter you're you know not saying that you know it's really just copy or clone it change date you know once you have a really good template you know why reinvent the wheel

0:40:15 every month or maybe you create three of them and you rotate uhm i dont know im not good at marketing somebody would probably tell me dont use the same one every time cause that probably is against some algorithm but uhm im a big fan of hitting clone, edit, reset something to be on the note and i dont

0:40:40 know all of the information but recently uhm all of your mailboxes when you send out have to have some new uhm i forgot my mind just went blank uhm some security features i cant think of them right now uhm make sure that your your email send system is sending with all the latest securities or you will

0:41:03 automatically go to spam uhm especially on google uhm yahoo i cant believe yahoo is one of them msn or the the microsoft network uhm i went blank right now when i post this class to our uhm our video support channel i will make sure in the notes section i put a link to the article im talking about im

0:41:31 so sorry i just i cant see the letters in my head in the right order uhm but if all of a sudden youre noticing that your emails arent being replied to as they normally would thats gonna be why uhm i bring this up because if you are a practice on the fxmed support system and we are sending as you uhm

0:41:54 everythings gonna work wonderful if you are on our system and we are masking and sending as you its not as reliable anymore so we advise you to come and either start a chat with us and say you need to get the SendGrid authorization or come and do a support appointment and we can meet in real time to

0:42:16 do it how you can tell if you are is really simple I'm gonna go ahead and go grab an email that I created last night and if I don't find it in 10 seconds because maybe I deleted it I will just re-trigger one where is app test ok I think I deleted it so lets quickly just go to our bulk email system and

0:42:51 I'm going to select the template from yesterday I'm going to add my email address because I want it to go to me and only me and app test is our dummy patient ooo what I should do next time is just create a patient condition for you know test patients and then I wouldn't have to do that type my email

0:43:14 address I'm going to do that next time ok so right now I'm triggering the email and I'm waiting for that email to come into my system and it should take just a few seconds uhm the good thing is it's my system to my system so I know know its going to hit my inbox because Google's good that way while were

0:43:34 waiting for this we can go look at the analytics and log tab and we can actually see has this sent and we can see that the one I just sent right now it we sent one it has been sent I can even go in the analytics and see what's happening so we sent one zero open zero clicks but it was a successful delivery

0:43:57 I'm actually gonna click on it right now and open it okay so when we're staring at this what we're talking about prior is this right here if I click on this and drew the drop down you're gonna see that this is my email address us that were choosing to use when we communicate if youre a practice that

0:44:21 is fully integrated with us uhm through send grid when you click on this it should show your practices email address if it doesnt and it shows portal at that means were masking your account so that it looks like you but were not sending as you because of this theres a chance that due to the new algorithm

0:44:44 and the new safety features that your emails could go higher likelihood in spam if your seeing portal at here please come to us and start a chat or schedule a support appointment and we will connect with you and get you send grade integrated uhm It is good to know that even though I don't know how to

0:45:10 style an email, and I know that I have image issues with our software, I can say visually uhm it's not a bad presentation uhm it's clear it it looks pretty it would be prettier if I knew how to build an email but uhm but that is the email uhm one of the other things I wanted to point out and my mind

0:45:35 just went blank was uhm here's your name email in here oh I'm sorry yeah okay so now let's go back here and lets go back to the bulk emailer and then go back to our analytics and lets see if anything changed uhm believe it or not Ive done this before and it didnt happen and then I came back an hour later

0:46:04 and it showed but there we go okay so depending on depending on just the system resource load this could have up to about a 5 minute delay from whats happening in real life I dont want anybody to ever think that this is real time real time we eventually are gonna get there so that we would anticipate

0:46:29 a like less than one half of a second interval between what happens in the outside world into ours but we've got some time breaks that just protect our system so that if you all wanted to do an action that we have resources available to always execute your actions first uhm but so there you go you can

0:46:50 see that we had this at a send to one with a zero open you can now see that its unique open one but I've opened it twice and the the open twice is actually I looked at it in my main email system and then I double clicked it to make it big so as soon as you your users click on the window in their email

0:47:13 that would be you know the first view uhm do we have any clicks though? We don't have any clicks let's go see what our let's go see what our delay on clicks is so one click two click and we'll do three click so it successfully opened three pages I think I need a refresh button here rather than a back

0:47:44 button uhm let's go into this email ok so it knows that only one user did it and it's registered two of our three clicks so far uhm so there you can see pretty real time not real real time uhm I imagine if we refresh we'd see that third click unless maybe I open the same link oh I opened the same link

0:48:20 twice so its not gonna register cause I opened the same link twice I'd have to click a unique link to get that third so uhm yeah that is the analytics log system that can track uhm your analytics since were here lets actually talk about the difference between an analytics log and a log because theyre

0:48:44 they these are very different so inside of our system the log determines whats actually going to leave our system to be sent out to the real world which would then be a part of your analytics this button right here the asterisk that allows you to view the log not analytics so if I click the asterisk

0:49:09 its going to take me to the log and the log will show you who you are, who you're trying to send the email to, the message and you can see their metadata you can see the actual analytics but more importantly about a log is if it didnt get sent to them it shows you the skipped that way inside of our system

0:49:36 if you have an email thats not a real email or you have an email that's known to be malicious or you have an email that's part of an unsubscribed group we block that here so that that never makes it to your send grid analytics because that would lower your sending authority rather than if somebody has

0:50:01 a do not you know don't send me an unsubscribe we don't want them to have to unsubscribe again or more importantly uhm if its a email that doesnt exist we dont want to make your bounce rate go up uhm and so thats why this sometimes could say total count 10 but send was 8 and when you look inside you

0:50:23 can see that one of the them was on an unsubscribed email list and one of them maybe wasnt a real email and so technically we you tried to send a 10 but we actually would only send a 8 and your analytics would be based off of the 8 not the 10 so sometimes youre gonna see a discrepancy in numbers and

0:50:41 that would be why uhm if you ever see something like this where theres no total count thats our internal testing so were triggering an email system from a different point of view trying to get results and you can see testing uhm and this is a really good example that we actually sent it to 158 346 were

0:51:07 found to not be viable entries uhm so I'm going to go ahead and cancel this process just because I don't want processes pending uhm perfect any question with the analytics the logs uhm how to understand the information uhm like this send to is I have sent a total of 204 messages with the email system

0:51:37 not individual messages but like actions or batches would be a better a batch can have one or a batch can have I think our limit right now is 10,000 technically 9,999 I think if you attempt to do a 10,000 you'll get a a failure.

0:52:00 But I don't think that's an issue anywhere uhm I didn't actually make our template as beautiful as we would have liked but let's go in and pretend we're gonna click the newsletter system and I will cancel this process us but lets say that today at 2pm I want to take the January do we have the duplicate

0:52:29 here we go were gonna take the duplicate and we want to send this to just email lists and email lists are the lists that we can upload uhm we are working to connect all of those lists to our autobator so that if you have a list at active campaign if you have a list at mailchimp uhm right now we are connected

0:52:50 to gravity form, type form, and jot form so when those, if you have forms that contacts are being entered at those those can trigger an automation and then update lists uhm and you can choose what list you want like right now we only have the four but today I'm gonna have the active fxmed list uhm you

0:53:14 also can say I wanna send it to both emails and patient conditions maybe maybe you're a real medical practice and you've got a few like pending patients, uhm professional connections as well as active patients and then you simply hit submit and I dont think I have a refresh button but there you go we

0:53:51 now have a a newsletter that's waiting to be signed out and that's canceled. Devin I have a question. Yep. So that list, is that?

0:54:08 Automatically connected to our all our patients in Sorbo where all their emails like if I was going to send it out or do I need to create a list for from Sorbo into the this part of the program that fix it?

0:54:33 Okay so you can do either or but If you're going to be talking to your patients, you most likely would use patient conditions Now we do have the ability for you to do email lists and Sorry Let me go back Bulk email Our regular email system We give you the way to come down and If you want to send it out

0:55:08 You can send it to just a list of emails Traditionally thats how our system works The system used to work and it would work by going to the admin advanced patient search Refining the filters as much as you want until you get an output list of emails And then you would take that email list And you would

0:55:29 simply paste it here, it will auto format, and you'd send it now or in the future Uhm, we then said, okay so that we're talking to patients, you technically can paste any email here, it doesn't need to be a patient's email Uhm, that was the next Evolution is we removed the ability that it had to be a

0:55:47 patient Uhm so these are just send to anybody The patient conditions say let me go look at your patient conditions And you can create as many patient condition groups And uhm and save them and continue to use them And that's in our main email system When we go to the newsletter system We now think okay

0:56:19 We know that I'm sorry. I don't mean to I don't mean to I just I have a Question on what you just showed on patient conditions, so it extracts It automatically extracts the The patients that meet that conditions Their emails inside Serbo The patient condition The patient condition would find the patients

0:56:45 that meet those conditions And send to those patients Okay. Yes. So, okay, okay. So it grabs the email that meets those conditions from Serbo And sends the email that we created.

0:57:02 Correct. Okay. Yes Sorry Yes Give me one second Okay Uhm okay so yes so patient conditions uhm here let's let's do both So patient conditions allow you to say let me search between my entire Serbo patient population active or unactive it doesn't matter it's if they're in your Serbo because like status

0:57:41 maybe you want to send it to all of the people that are inactive so it's not whether it's an active patient it's does this it count does this you know count inside your Serbo account you know you can talk to them here based off of whatever conditions and were getting ready to add more like primary provider

0:58:03 uhm a few others you know meds supplements uhm this is the same condition filter that's inside of our automator so this will continue to grow as well so and you can do multiple groups uhm but then also we acknowledge that maybe you're sending out a newsletter that isnt just for all patients maybe its

0:58:29 something that you want to also send to your professional network and maybe in here you have a professional network list and you have a referral professional provider referral list maybe you have those because you have a secondary email list that you keep maybe you want to also send this email to prospective

0:58:51 patients that go to your website and fill out your contact form or are interested in being a patient but they aren't necessarily active patients in Servo.

0:58:59 Uhm so that is the difference between an email as well as an active patient. There is a chance that an email address could be on both.

0:59:09 Uhm I'm just thinking about how we should do that moving forward Probably on or the, I don't know Uhm but yeah Did I answer the email part versus the uhm The patient condition part well for you?

0:59:34 Yes That actually brings us right to the top of the hour does anybody have any questions comments concerns anything that you'd want to wrap up today with I love the questions that we that were proposed so that we could get a lot of clear understanding on features I'm gonna be able to write do some write

1:00:06 ups on that so thank you but is there any questions comments concerns that wed want to to end with or does anybody have any topics that youd want to be discussed on Friday texting topic on Friday texting okay yep perfect awesome all right well I'm in heaven if I could it doesn't have to be this week

1:00:31 but weren't that the topics that I'm most interested in I'm very new to Servo I'm the jack of all trades in my providers office and since then I'm the only person running the office but also being the nurse and the health coach uhm is workflow I feel inefficient I feel like I could work more efficiently

1:00:52 if I could understand a better workflow with Servo and the tasks that are often presented in a medical practice I dont know if thats uhm topics that you cover or not but thats something that I'm interested in If you cant attend please go to our website scroll to the bottom I dont have it in the menu

1:01:26 yet scroll to the bottom and right here propose a friday connection so one of my questions or back to you deborah is what exactly about a workflow where are you we wanted a new patient to website or website to chair are you thinking you know what part of what flow uhm if youre gonna come friday dont

1:01:48 need to answer or ask you know come and ask one of these uhm but if youre not gonna be there friday you can pose that question in a little bit more detail i can answer it and then send you a link with the time stamp for when your question at least gets addressed uhm just acknowledge you know not everybody

1:02:04 has the ability to come hang out with me wednesday and friday uhm so that you can this allows anybody to have the opportunity to ask questions and get their information uhm yeah such a pleasure pleasure connecting with all of you uhm