You now have an ‘advanced search’ option in the CareMonkey administrator view. The advanced search lets you search by age, group name or medical condition. You can also combine the search, for example, to find all people who are 9 to 10 in a ‘club’ group with Asthma.
2. Search the Care Central Form Library
This is a great new feature, especially for those of you who work in organizations using lots of CareMonkey self-service forms. We’ve added a search feature to help users find forms and responses in their Care Central Form Library. You can now find eForms by searching the name of a form or the answers contained in a submitted form. For details, view this article: Search the Care Central Form Library.
3. Superior Form Library filters and sorting
The Filter and Sort options have been updated to provide more powerful searching. When filtering, you can select as many options as you require, then press the ‘Apply’ button. To reset your filters press the ‘Clear’ button. We’ve also moved ‘Categories’ into the filter search function so all search criteria are in one place.
Notifications and Reminders
4. Only send first eForm request
A new automation setting for eForm reminders allows Administrators to send the initial eForm completion request, and to not follow-it-up with any reminder emails.
5. One notification (SMS, Email Push) per contact (Group Edition)
Now you can ensure a message is only sent once to a parent/guardian contact, regardless of how many student profiles are related to that contact (this capability already exists in Community Edition). When sending the same message to groups of students, selecting the checkbox (shown in the image to the right) ensures that the recipient won’t receive the message multiple times.
Updates to Reports
6. Student Changes Report (Group Edition)
The Student Changes Report is now available in CareMonkey Group Edition ((Community Edition users already have the ‘Profile Changes’ report). The report enables school administrators to see changes to student records from one date to another, including changes to a student’s Dietary Requirements. For details, go here: How can I see changes that have been made to student record? (Group Edition).
Staff members (i.e., teachers, supervisors, etc.) can now generate a report of student profiles. CareMonkey generates the report as a PDF file and saves it onto your computer (already available in Community Edition). For details, go here: How does a Staff member generate reports? (Group Edition).
Updates to Exporting Capabilities
8. Import and export student medical conditions (Group Edition)
CareMonkey Group Edition now lets you import student medical conditions: Go into students > click Add > Select Import Student Medical Conditions. For details, see our Knowledge Base article, How to import student medical conditions. And exporting student medical conditions is now just as easy too: Click on Reports and Archives > Select CSV Export Student Medical Conditions. The export will automatically download as a CSV file. For details, check out this post: How to export student medical conditions in CareMonkey.
Self-service forms now have a public URL. You can paste the URL for any Self-Service Form into an email, text message or on your website. This gives you and your respondents far great flexibility, able to integrate CareMonkey forms easily into third-party platforms and communications channels.
When a user receives an email requesting them to Respond Now to an eForm, pressing the button will take them directly to the eForm (if they are already logged in). If the aren’t logged in, they will be presented with the login screen and then taken directly to the specific eForm.
The Form Library now groups eForms by the form name. For example, instead of having three ‘Student Absentee Forms’ for three children, just one will be displayed. When clicked, CareMonkey will ask you to select one of the three children.
New Date-based Features
15. Visible Self-Service Form submission dates
The date that a Self-Service Form is submitted is now visible to users and approvers. Pretty self-explanatory, but pretty handy for tracking and reporting.
16. Automatically enable eForms on a future date
eForms can now be created in advance and automatically enabled at a future date. This allows administrators to create eForms in bulk and have each of them automatically enabled some time in the future. Once the date is set you can be confident that the eForm will be sent to the selected parents or staff on that date. Discover how here: Set a date on an eForm so it is automatically enabled in the future.
17. Automatically archive member on a set date
When manually adding a new staff member, you’ll see a new option to Auto-archive member on a set date. This is useful when you want to add a temporary staff member.
Originally, archived eForms were only visible in the Form Library if they were less than a year old. We’ve now increased this to 3 years. Use the filter in the Form Library to view and unarchive your eForms.
Enhanced Payment Features
20. PayPal payment option available worldwide
You’ve had the ability to collect payments via Stripe for years, and now you have the option of using PayPal as a method for collecting payments. Setting-up PayPal to work with CareMonkey takes a few simple steps, which you can read about here: Setting up PayPal in CareMonkey.
21. Payments with instalments
Most payments made through CareMonkey eForms involve a single transaction. However, you can now also offer an instalment plan, where respondents can make multiple payments over a defined period of time. Find out how it works: How to set up payments with instalments.
22. Additional information for Stripe payments
When payments are made through Stripe, administrators are now able to see more information about the payment when they log into their Stripe account. The additional information includes: Student ID, Student Name, Contact Email, Contact Name, eForm Name.
23. Bulk set permissions for student contacts (Group Edition)