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Release 5: Health Measures & Bulk Actions

· 5 min read

This release represents a major leap forward for the platform, packed with powerful features across the Portal, Mobile App, and API. The updates are designed to dramatically improve your efficiency, provide deeper insights into participant progress, and enhance the experience for coaches and participants alike.

We are thrilled to launch Health Measures, a comprehensive new feature that allows you to track key outcomes from configuration all the way to beautiful new in-app charts for participants. To streamline your workflow, we've introduced Bulk Actions for nearly every major function on the portal, alongside more powerful Journey Logic to create truly dynamic programs. From the new Unread Messages Page to a host of user experience refinements, we're confident these updates will make the platform more powerful and intuitive for you.

Portal 2.2.1​

Features​

  • Bulk Actions: Perform actions on multiple items at once. You can now bulk publish Journeys and Content, bulk complete or dismiss Tasks, and perform bulk actions on Health Measures and Cards.
  • Health Measures: A brand new way to track participant data and outcomes. You can now configure, enter data for, and display various health metrics for your participants.
  • Unread Messages Page: A dedicated page that consolidates all of your unread chat messages in one convenient place.
  • Automatic Journey Starts: Configure Journeys to start automatically for participants, streamlining the onboarding process.
  • Participant External ID: Include an external ID for participants, making it easier to integrate and cross-reference with other systems.

Improvements​

  • Massive Permissions Overhaul: Improved Role-Based Access Control (RBAC) for finer control over what different types of users can see and do.
  • Inline Creation: Create new Tags, Groups, Content Types, and Task Types inline without leaving the page you're on.
  • UI and Workflow Enhancements: Updated task display and filter labels, improved chat session labels, better webhook management UI, clearer helper texts and data format labels, and scoring added to the card editor.
  • Login MFA: The login process has been updated to ensure multi-factor authentication works correctly.
  • Coach Deletion: Added the ability for coaches to be deleted from the system.

Bug Fixes​

  • Content Creation: Fixed an issue where creating an external link could incorrectly turn it into a content card.
  • Health Measures: Corrected a problem with how some health measure data was formatted and resolved an issue with undefined reported values.
  • Addressed spelling mistakes and other minor issues.

App 1.13.2 (280)​

Features​

  • Health Measure Charts: View your health measure data in chart format, making it easier to see your progress and trends over time.
  • Local Authentication: Set up local authentication on your device when using the app for enhanced security.

Improvements​

  • More Compact Home Screen: Completed cards now shrink to take up less space.
  • More Compact Progress Screen: Completed activities with multiple questions now only display two of the questions on the main progress screen.
  • Better Notifications: Replaced some full-screen dialogs with less intrusive snackbar notifications.
  • Improved Onboarding: A new disclaimer can now be shown on app start, and a special dialog will appear for first-time users.
  • Better Response Experience: For questions with only one possible answer, the "Done" button is now hidden to streamline the process.
  • Configurable Home Screen: Elements on the home screen, such as the footer text, are now configurable.

Bug Fixes​

  • Fixed an issue preventing the scores chart from appearing on categorical cards.
  • Resolved a bug affecting how blood pressure values were displayed in charts.
  • Fixed scrolling issues on some pop-up content and corrected button positioning on pop-up response windows.

API 1.37.11​

Features​

  • Webhook Delivery Service: The platform can now send real-time event notifications to your external systems, allowing for powerful new integrations.
  • Health Measure Reporting: Added the core functionality for participants and coaches to report health measure data, along with the ability to undo a reported value.
  • Advanced Journey Logic:
    • Prerequisites: Set prerequisites for a journey, ensuring participants only start if they meet specific criteria.
    • SWITCH Trigger: A powerful new trigger type to instantly switch a participant's state within a journey based on a given condition.
  • Configurable Notifications and Groups: Control over unread message notifications and auto-assigned group behavior.
  • Content in Activities: Include Content directly within an Activity Element for richer activities.
  • Embeddable Cards (Beta): A new way to fetch cards for embedding into external applications or websites.

Improvements​

  • Smarter and Faster Search: Significantly improved full-text search, especially with special characters. Enhanced search for Health Measures, Roles, and Journeys.
  • Participant External ID: Easier to update a participant's external ID.
  • More Flexible Content Updates: Update both content settings (meta) and body simultaneously.
  • Better Health Measure Data: Improved fetching of the latest health measure data with more advanced aggregation for analysis.
  • Admin Permissions: The "Admin" role now has permission to manage Webhooks by default.

Bug Fixes​

  • Journeys: Fixed an issue where journey start signals were case-sensitive.
  • Content and Activities: Resolved bugs with content versions not saving correctly and assets not appearing in activity cards. Fixed external link saving.
  • Data and Syncing: Fixed coach phone numbers not saving on registration and group IDs not syncing correctly.
  • Health Measures: Corrected measurement units not showing in certain views.