Read more in our product update

New

• New voice: the digital assistant speaks with a new voice that no longer stalls mid-sentence
• Dutch speech recognition: what the caller says is turned into text more reliably. You'll see it in the transcript on the task

Improvements

• Digital assistant categories: the category picker shows which categories belong to the digital assistant
• Withdrawn requests: if a caller withdraws a request with the digital assistant, it appears with its own label in the task history
• Xelion: internal numbers can now also be called from the portal

Read more in our product update

New

• Guided tours: short built-in walkthroughs of the home page, schedule, tasks and Talkwise. Restart them from the profile menu, in Dutch, English and German
• Schedule ending soon: if the last availability falls within a week, an action item appears on the home page
• Talkwise Telephony in tabs: report, transcript and audio are separate, so you go straight to the part you need
• New sign-in page: clearer, and works better on smaller screens

Improvements

• Task view: actions such as calling and completing stay in view. A task's history is more compact, with an icon per event
• Editing a callback request: organised into scheduling, contact details, call route and notes, with shortcuts to move the callback time
• Categories: the category picker in the schedule, tasks and callback requests is grouped, and you can select a whole group at once
• Filters: clear all filters in the task overview with one button
• Talkwise Consult: settings and starting a recording on one screen. Regenerate the report in one click
• Dashboard: callback charts only appear if the practice uses callback requests, so no more empty charts
• Action items: you only see action items for products the practice uses
• Digital assistant conversations: more concise questions, phone numbers read out digit by digit, and callers can withdraw a callback request by phone

New

• Caller recognition with Xelion: a task shows the caller's name, if they're in the Xelion address book

Improvements

• Help in settings: the settings pages for the digital assistant, Talkwise and the practice also open help next to the page
• Naming: the digital assistant is now called "Assistant" in the portal (previously "Agent")
• Adding staff: choose the role with clear role cards

Read more in our product update

New

• Digital assistant tasks: requests taken by the digital assistant appear as tasks next to callback requests, with a summary, the details noted and the full transcript
• Contact history per caller: earlier tasks from the same caller in one overview
• See who picks up a task: so two colleagues don't end up calling back the same patient
• Linked tasks: tasks from the same call are grouped together
• Call back from the task: in one click, through the linked phone system
• Schedule: digital assistant task types appear as categories in the schedule, so you can plan time for them
• Digital assistant settings: link a phone number, adjust task types and listen to a voice sample

Improvements

• Xelion: credentials are checked when you save them, with a clear message if something is wrong
• Health tips: on the home page, now citing their source

New

• In-portal help: a help link opens a panel next to the page, tailored to the practice's phone system
• Action items on the home page: outstanding setup tasks in one overview, such as a schedule that isn't set up yet or a missing phone number
• SOAP settings: set per practice and per staff member how Talkwise structures the SOAP report. Administrators can lock the settings
• Colleague availability: see who is online, away or offline
• Talkwise: search the history by name, cancel processing in progress and see how much audio each staff member has processed
• Voicemail: a cleaned-up version next to the original note, with the option to translate
• Staff without an email address: accounts can also be created with a username

Improvements

• Average handling time: broken down by category and by staff member, with the time per step: from opening to calling and from calling to completing
• Profile page: reorganised into profile, preferences, integrations and access
• Univerge Blue, Ascend and Elevate: the connection stays active longer, so you sign in again less often
• Schedule: the toolbar and day header stay in view while scrolling

Read more in our product update

New

• Morning briefing: a daily overview on the home page
• Team statistics: see how the team is doing, with a leaderboard
• Health tip of the day: plus a fun fact on the home page
• Caller history: the caller's earlier contacts appear next to the task
• Written contact: a contact form as an alternative to calling
• Average handling time: visible in the dashboard
• Several practices at once: open each practice in its own browser tab

Improvements

• Talkwise: transcript and SOAP report in separate tabs. View and copy the transcript straight away
• Automatic task processing: can be set per staff member
• Callback requests: filter by call route
• Calendar: adjustable row height
• Recordings: a new, cleaner design
• Notifications: collapsible at the top of the page
• Statistics: now show the number completed this month instead of today

New

• Compact layout: choose between the classic and a compact view
• Collapsible sidebar: more room on your screen, with a hint when you hover over an icon
• Recordings: adjust the speech rate of several recordings at once
• Settings per call route: separate settings for each phone number
• Recurring appointments: change all following appointments in the series at once

Improvements

• Profile page: redesigned, with new sections
• Notifications: a clearer design
• Profile menu: switch practice from the profile menu

New

• Translate by section: translate a transcript or report section by section, with a preview of the translation
• Progress: while Talkwise processes, you see how far along each step is
• Report types: you only see the report types set up for the practice

Improvements

• Summary: text boxes grow with the content, so you always see the full text

New

• Talkwise Telephony: statistics and analysis of phone calls
• Edit the transcript: adjust the transcript, shown as a conversation in speech bubbles
• Recordings from the telephony: calls are retrieved from Xelion and Univerge Blue
• Log in with Xelion: if your Xelion details are missing, the portal asks for them
• Settings per consultation: choose the language and the number of speakers

Improvements

• Speakers in the transcript: better handling of speaker labels
• Consultation page: clearer layout and controls

New

• Talkwise Consult: record a consultation and Talkwise processes it
• SOAP report: created automatically after the recording
• Transcript: the consultation written out, showing who speaks on each line
• Microphone test: check your microphone beforehand, and see during the recording that sound is coming in
• Computer audio: record the computer's sound too
• Report types per practice: choose which report types the practice uses

New

• Live call queue: follow the queue live, with data from the Xelion wallboard
• Manage queues: create, edit and delete them, including their phone lines
• Log in with Xelion: log in from the portal with your own Xelion account
• Administrator rights: make a staff member an administrator, or remove that role again
• Tasks page: keep scrolling instead of paging

Improvements

• Call status: shown more clearly, in your own language
• Telephony settings: clearer, with better messages when the connection fails

New

• Call overview: all calls and their analysis on one page, with key figures
• SOAP report: generate a SOAP report from the call recording
• Transcript: the call written out, showing who speaks on each line
• Listen back: with a built-in audio player
• Univerge Blue and Xelion: call data comes straight from the telephony

Improvements

• Integrations: see at a glance which integrations are active

New

• Feedback: share your opinion of the portal with one button
• Notification centre: all notifications in one place, with the number of unread ones
• Sending notifications: administrators create and send notifications
• Permissions per staff member: decide per person what they can do in the portal
• New features labelled: features in their test phase have their own label
• Call route filter remembered: your chosen filter stays in place while you are logged in

Improvements

• User overview: with the role and latest activity of every staff member

New

• Automatic logout: after a period of inactivity you can set, with a clear message
• Heatmap: callback requests by day and hour
• More charts: average call duration per staff member, the total number of completed callback requests and how full the call slots are
• PDF export: download an overview of the dashboard
• Search: in tasks, and in the call history with a period filter

Improvements

• Period picker: more preset options
• Working on tasks together: if two colleagues select a task at the same time, you see it straight away

New

• Create and reschedule callback requests: set up a request yourself or move it to another time
• Status at a glance: a coloured dot shows the status of each callback request
• Action log: each callback request shows what happened and who did it

Improvements

• Time zones: better time zone handling throughout the portal
• Session expired: a clear message when you need to log in again

New

• Dashboard: interactive charts on callback requests
• Period picker: quickly choose a period, such as this week or last month
• Comparison: figures show the change from the previous period
• Calling from the portal: works with Xelion and Univerge Blue
• Voicemail: all voicemails in one overview
• Caller notes: shown with the callback request

Improvements

• Calendar and date picker: now in your own language, and the calendar is clearer

New

• Xelion: connect Xelion telephony to the portal and test the connection with a test call
• Calling from the portal: start a call straight from the portal
• Recordings: manage and play them, with adjustable speech rate

Improvements

• Call history: now split across pages
• Callback log: now shows which staff member was involved
• Manager role: a new role for managers

New

• Multiple practices: if you work for more than one practice, switch between them within the portal
• Manage call routes: set up call routes in an editor, and link or unlink them
• Dashboard: the first charts
• Usage: managers see usage in a progress bar

Improvements

• Online status: see who is online. Anyone inactive for a while is automatically set to offline

New

• Calendar: day and week view, in the colours of the call routes
• Appointments: create, edit, delete and set them to repeat
• Tasks page: tasks by status in tabs, filterable by call route and reservation status
• Occupancy indicator: a task shows whether it is already taken

Improvements

• Instant updates: when the status of a task changes, you see it straight away without refreshing
• Button hints: a short explanation when you hover over an action button

New

• User management: administrators add staff members and manage their accounts
• Three languages: the portal works in Dutch, English and German
• Navigation by role: staff only see the pages that match their role in the sidebar
• Pin the sidebar: keep the sidebar open while you work

New

• Inbox: read email in the portal, with messages grouped by conversation
• Drafts: write and send emails without leaving the portal
• Automatic translation: emails in another language are translated
• Multiple mailboxes: switch between the practice's mailboxes

New

• Callback requests: all requests in one overview, sortable and with notes from the administrator
• Knowledge base: articles by category, with search
• Contact form: submit a service request straight from the portal
• Navigation: a sidebar with every page, and search in callback requests