March 2025 Product Release Notes

Managing multiple locations just got a whole lot easier. This month’s updates to your Marketing Platform homepage are designed to help your team quickly switch between offices, find patients faster across locations, and stay organized with new insights that keep your day running smoothly.

Marketing Platform Homepage Enhancements

These homepage enhancements include a Location Selector and more advanced filtering options for multi-location practices.  

• Location Selector: Users can switch between different locations without leaving RevenueWell or having to re-enter user credentials. The Location Selector will appear in the navigation bar to the left of the Search box. You can select the drop-down menu arrow to see a list of your locations. Each location will also display the number of unread messages and the number of active alerts at the location. These notifications will help you determine which locations need your attention most.  

• Enhanced Search: Users can search for patients based off the location they’re linked to or status. The filter options include: ‍
  • Location: This shows patients linked to the selected practice location ‍
  • Network: This shows only patients within the location’s PMS network. ‍
  • All: This shows all active and inactive patients.  ‍
  • Active Only: This shows only active patients.  ‍
• Today’s Items: This section on your homepage includes 3 additional insights to help you manage your tasks more efficiently.  ‍
  • Unread Messages: This displays the number of unread messages at the selected location, ensuring no patient communication is missed. ‍
  • Form Submission: This shows the count of new form submissions (in Forms 2.0 only), allowing staff to track and review patient submissions efficiently. ‍
  • Unread Reviews: This shows the number of unread patient reviews, helping practices stay engaged and responsive to patient feedback.

For more information about the homepage enhancements, visit the Help Center.  

*Location selector and enhanced search are available for multi-location practices.

*Today’s Items is available for single location practices.