Updates

Phoebe at HCAOA Dallas

We (Justin and Dave) are going to be at the National Home Care Association of America conference in Dallas October 20th. Let us know if you are there, we would love to say hello.

Reliability and Speed

We’ve been focused this week on improving the speed and responsiveness of the Phoebe dashboard. You should now see far fewer site hangs or intermittent white screens. Please let us know if you still

Improved Caregiver Recommendation Selection

For users scheduling shifts stored in WellSky, we can now give you fine-grained control over what criteria we use to select caregivers - check for overtime and all client preference matching.

Phoebe 2.0 Testing

It took a bit longer than we expected to get everything ready to test with our new voice pipeline, but we are ready to go this week. For everyone who already wrote back, we will be in touch!

Small Improvements and Bug Fixes

• We fixed some bugs that caused certain users to have delayed caregiver syncing
• Failed SMS and voice calls are now more consistently flagged as errors
• Fixed many instances where users would see pop ups alerting them
• You can now edit shift details after you started a callout, it should be a lot iterate and adjust based on initial responses.
• Fixed a bug where some conversations were not being marked as read properly

Full Conversation → Generally Available

• Phoebe now consolidates your text messages across confirmations and callouts into a dedicated conversations view

Phoebe Agent → Early Preview

• Our scheduler assistant agent is coming soon, and we’re excited to start sharing it with you.
• Schedulers can chat with the agent like any member of the team over instant message, and it will analyze, answer questions, and do work on their behalf to help with tasks like:
  • Finding eligible caregivers for a shift
  • Updating information in your EHR (WellSky, AxisCare, etc)
  • Initiating callouts and texting/calling caregivers

Phoebe Voice 2.0 → Beta Testing

• We rewrote the voice pipeline from the ground up to be more reliable and steerable.
• It’s now ready for final testing, and we are looking for interested people to try it out early.
• Please let us know if you are interested, and it will be live for everyone in the next 1-2 weeks!

Small Improvements & Fixes

• We now show unread statuses on messages in Phoebe, making it a lot easier to keep track of what needs your attention
• You can now view caregiver names as last, first format across the entire app
• Infinite scroll in conversations for smoother browsing through long histories
• Added a close/clear option on notifications so they don’t block the UI during busy periods.

We’ll now automatically do the final communication and coordination for you once you find someone to cover the shift on a callout.

Just hit “Assign and Fill” on your caregiver, and we’ll send a message to the caregiver confirming that they are good to go, and also notify the other interested parties that they are not getting the shift.

Phoebe Voice 2.0

We rebuilt our voice AI pipeline based on early feedback, and are ready to start beta testing next week. It’ll be more customizable (pick from multiple voice options, or clone your own) and more reliable in accurately recording shift acceptances and rejections.

Full Conversation UI

We released the first version of a “Conversation” view for select customers to navigate through all caregiver SMS conversations from a single screen. Full release coming soon. If you want early access, just reply to let us know.

Small Improvements and Bug Fixes

• You can now Select All on the eligible caregiver finder, making it a lot faster to queue up a callout.
• We now bring in patient tags from WellSky and show them to you on the callout page.
• We now include the patient address when syncing with AxisCare.
• Improvements to searching and pagination on the caregiver table.
• You can now add more caregivers into a callout search, even after someone indicates they are available.

Updates

• Full SMS Sending
  • We’ve upgraded our messaging system to allow you to both approve and edit Phoebe’s suggested messages, and generally text/chat with caregivers with a complete messaging interface.
• Email Notifications
  • You can now opt in to getting email notifications whenever someone decline a shift confirmation, or accepts a shift on a callout search. Keep your entire team in the loop!
• A Single Text to Confirm all Shifts
  • Phoebe now sends a single text to confirm with caregivers for all of their scheduled shifts on a day, instead of sending out one for each.

Bugs and Improvements

• We now hide missing shifts by default on your shift list, making it cleaner and easier to understand your schedule
• Fixed an issue where Podium-powered messages showed up twice in Phoebe’s UI
• Fixed a bug where not all caregivers were available in the skip caregiver setting list

We’ve been hard at work this week on a lot of under-the-hood fixes to toughen up Phoebe, fixing a lot of bugs, and making small improvements to the core workflow UX:

Sort and Filter Shifts and Columns

• Now you can sort and filter both shifts and caregivers, making it easy

Live Mode and Test Mode

• We added in an easy-to-use toggle to keep test data and your real shift/caregiver data completely separate with just a click.

Receive a preview call before you make a voice call outreach

• Now, when you are creating a callout, you can get a test call to your phone number to quickly experience what the caregivers will hear based on the shift, and any instructions you’ve given Phoebe.

More Data from WellSky

• We’re now pulling in caregiver and client tags, as well as shift office locations from WellSky, so you can easily filter shifts and caregivers by their levels, roles, and locations when setting up a call outreach.

Edit AI suggestions

• You can now edit Phoebe’s suggested SMS responses on confirmations and callout messages.

Other small upgrades and fixes

• We now mark shifts as “Callout in Progress” on the shift list when an active callout is underway
• Eligible caregivers now sort by closest caregivers first
• Fixed a bug where opening up a shift in the shift list resets your scroll position on the page
• Fixed a bug where SMS outreaches were showing up as “Called”
• Fixed a bug where some synced shifts were showing up multiple times