> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.clinicea.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# 2023 March Release

## Table of Contents

#### PATIENT ENGAGEMENT

#### CRM

#### COMMUNICATION



## Lets Patients register themselves off your website.

Did you know that you can now enable patients to register themselves **directly off your website!**. Yet another template for self-signup added to the growing list. Patients can now also upload multiple documents and pictures during signup. Here is a sample :) Get yours made today by contacting [support](mailto:support@clinicea.com).

![](https://storage.crisp.chat/users/helpdesk/website/92b0f11225890000/2ddd1be8-754f-4c8c-9d29-b351fd_1nduju2.png)

## Patient Notes

Earlier you could add a note in patient demographics. Now we added the ability to add multiple patient notes. You can also pin multiple notes to a patient. Pinned notes appear right at the top of the list. The last pinned note also appears in the client's medical summary.

![](https://storage.crisp.chat/users/helpdesk/website/4a090a13f4b6d400/1b97ac5b-ca3f-4150-889d-7db775_1ypuq5b.png)

## Download Files

Earlier on click, the file would open or download based on what your browser decides. Now you will find a download button next to files in Patient Portal as well as in Clinicea, and in a click the file gets downloaded.

![](https://storage.crisp.chat/users/helpdesk/website/ade4db53b75dd00/c8f15a37-8500-4e21-ad00-16844d_18zag2h.png)

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## CRM

## New Team & Alerts

You can now configure a CRM Team to handle external communication with the patients. This team can also be configured to receive alerts each time a new lead inquiry comes in. Configurable under **_Tools | Organisation | Select Organisation | Communication Preferences._**

![](https://storage.crisp.chat/users/helpdesk/website/d6de067e4b7a4000/9245ca01-a412-4b2e-b212-554b6e_gkobpr.png)

You can also view the new Lead easily. It will show the **created today** sticker.

## Send SMS & Email Directly

![](https://storage.crisp.chat/users/helpdesk/website/3ad01f0429e00400/4d076459-d675-4a3d-812a-279fe3_cd2q2a.png)

We have added the ability for you to directly email and SMS leads. Along with it you can also create reusable email/SMS templates.

**Note:** Ability to create new SMS templates is not enabled for clinics in India. This requires a a manual approval process from TRAI.

![](https://storage.crisp.chat/users/helpdesk/website/278f99319574b400/de828732-4fef-4cc4-85b3-2e68f5_1x5d29d.png)

**Email Template**

![](https://storage.crisp.chat/users/helpdesk/website/b070180d0257f800/0a8c5fcf-3121-4122-887c-2ff1cb_i9kp72.png)

## Support for Photos and Documents

You can now add profile picture for Lead. You can also attach other documents and photos.

![](https://storage.crisp.chat/users/helpdesk/website/a5a8a8ffdb745800/c3a3efaf-09d8-4cf1-bf6d-adb828_g2vway.png)

## UX Changes In Lead

The lead name appears right at the top now. Colour coded lead list appears too, along with the ability to convert the lead to a patient. right at the top.  
  
Similar changes done to Patient details too.

![](https://storage.crisp.chat/users/helpdesk/website/e0d8cc2d48d2f800/1c1ed30a-e1c0-403f-9044-9aaf50_1aaa952.png)

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## COMMUNICATION

## Support for Logos

Communication Templates now supports clinic logos. So you can have the emails going out of the clinic to include your branded image.