All aboard the update train … next stop: Cliniko!! That’s right, we have an amazing list of changes that took place this past week! There’s even some cookies in this update ???
Resource mentioned in the video: Enabling Double Opt-In - Tip of the Week
So buckle up, get ready, and let’s jump on this train! With Cliniko This Week!
When you log in to Cliniko next, you will or may have already seen a yellow banner at the top letting you know both have been updated and you’ll need to select/click “I accept”. If you’re a new user you’ll see a checkbox instead of a banner.
We also included information specifically related to GDPR like our EU Representative and how to reach our Data Protection officer.
This information is vital to everyone and not just business owners and admins, so everyone who logs into Cliniko will see the banner to accept. Just note if you do not accept you’ll be prevented from navigating areas of Cliniko. Nothing will happen to your data but again in order to continue navigating areas of Cliniko, you’ll need to accept.
Cookies are actually small files that a website will store/place on your device as you browse the web. Cookies can store information like how long you spend on a page, what you click on, certain preferences you’ve set for that website (for example the order of Practitioners on the Appointments Page), etc.
Now let’s get off this Policy train and board the marketing train!! ! I know you guys, it’s a long trip already but I promise the destination is well worth it!
While Cliniko does not send marketing emails to your patients if you decide to use MailChimp for your own marketing, we released a change related to the optional Double Opt-In feature. Specifically, if you enable Double Opt-In for your MailChimp List, using our integration any patients that are synced over will be emailed a confirmation/opt-in email. If they do not accept, they won’t be added to your list or sent campaigns! If they opt-in then they’ll be added to your List as a subscriber! I created a video of how to enable this feature and we also have a handy-dandy guide so check those out if you’re interested in enabling that feature in your MailChimp account!
Also related to patient marketing, you can now set-up your default settings for SMS Marketing. Via Settings → SMS Settings, you can now establish if new patients will automatically accept or not accept SMS marketing by default. This setting can, of course, be adjusted in their file or when you first initially create a patient’s file. You can also apply this SMS marketing setting to all of your existing patients. Just note applying the setting to all existing patients means you are overriding what they had set currently!
Just tick the “apply this subscription setting to all existing patients now” then click “Save SMS Settings”.
While that’s it for marketing, we’ve finally arrived at our final destination with one last change!
Within Cliniko, certain roles can generate what’s called Data Exports. Data Exports essentially creates a file with a copy or back-up of the information you requested. This does not delete or remove the information — it’s simply a snapshot of the data you had in your account at that time.
As you create Data Exports a list of those generated Exports is shown until you manually delete it. This is changing on June 25th, 2018! Instead of those Data Exports being stored/listed indefinitely, they will be be removed after 2 weeks.
So (as an example) if you create a Data Export on July 1st, that will be removed from the list 2 weeks after that date. If you need any current Data Exports you have listed there and you want to keep those for any reason, make sure you download a copy before June 25th. We’ve made this change in line with our recent privacy efforts, so that when you permanently delete something, it really goes away. That deleted data won’t be potentially lingering in old data exports. Again nothing will happen to your current data. It’s simply clearing the old Data Exports you generated that you may have never got around to deleting.
Speaking of deleting, I hope you never delete me from your life and I hope this video was helpful in getting you caught up in this week’s changes!
If you have any questions, as always feel free to reach out to me or any of the support team by heading to Help → Chat with Us! And with that…. I will see you…. Next week! Bye!