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December '23 Release Notes

2023.12.20  Platform updates, bug fixes, feature highlights, and coming soon

New: 

  • Card view is now the default for the shared inbox (you can choose to make your default the list view if desired)

  • Full title of Opportunity now included in card view

  • First three lines of the opportunity details now included in card view (answer choice + associated notes)


 

  • Survey Analytics

    • Report centered on page

    • Percentile column added

    • Percentile coloring updated

  • Start date filter removed and all events displayed when looking at expanded patient history

  • Starting December 1st, each sent gift card incurs a small fee of $1.95

Bug Fixes:

  • Auto-fill employee information when sending gift cards

  • Google reviews show up in order of when they were posted in platform

Feature highlights:

  • Do you have a question about the platform or feel like you could use a refresher on Cortex’s capabilities? We recommend checking out Cortex’s updated User Manual here!

Coming soon:

  • No customer webinar in December (Happy Holidays!). Stay tuned for details about January’s webinar.