Posted by Pallavi Borkar on January 27, 2025
Pallavi Borkar

Welcome back to our monthly series on Dialogue’s latest updates. To kick off the new year, we’ve released two improvements to the intake form, making it easier for your members to navigate. As always, we will also share a sneak peek at exciting updates coming your way.

Let's dive in and explore what's new!

 

Go back during the intake process*

Available in the Mental Health+, Primary Care, and Employee Assistance Programs.

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Feedback from our members indicated that during intake, they couldn't fix errors they made without having to start over from scratch.

To address this, we’ve introduced a back button during the intake flow. Instead of needing to start over, members can now use the back button to correct any errors in their intake form without losing their progress.

This update streamlines the journey to getting care for your members.

 

Cancel an intake chat*

Available in the Mental Health+, Primary Care, and Employee Assistance Programs.

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We noticed that members would sometimes begin an intake form not to seek a consultation, but to explore the services available to them.

Now, members who start filling out the intake form can cancel it with ease directly within the form. This is a quick way for members to remove the intake conversation from their chats if they are just browsing or no longer need support, making the inbox section more organized for your members.

 

Healthy Habits collection on financial well-being*

Available only in our Wellness and Wellness Essentials programs.

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To complement our financial well-being content released in November 2024, members now have access to a new collection of Healthy Habits on the same topic. They can set reminders to practice healthy habits, such as practising financial gratitude, checking their bank account, and more.

This collection of Healthy Habits was designed in collaboration with Dialogue’s financial planner to support your members on their journey to financial well-being. It can help alleviate feelings of financial anxiety and keep them on track with their financial goals.

 

Coming soon!

 

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Redesigned booking experience*

*Soon available in the Mental Health+, Primary Care, and Employee Assistance Programs.

We’re committed to delivering a five-star member experience, and soon, we will update the booking step of the intake process.

The redesigned appointment booking screen will feature a more user-friendly interface, giving members a clearer view of all available time slots. This update will eliminate the need for members to wait in queue to speak with our care team for assistance in booking time slots that weren’t previously visible.


 

 

 

We welcome your feedback

These updates will make your members' experience smoother, faster, and more manageable, helping them get the support they need, when they need it. As always, we value feedback! If you or your members have suggestions for improving the app, please let us know. You can reach out to your Customer Success point of contact, or members can go to Account > Info & Legal > Contact Us in the app.

 

Discover the app

Stay tuned for next month’s edition of our product updates!

Topics: Product Updates

About the author

Pallavi Borkar is a product and content marketer with 8 years of experience in publishing, consumer goods, recreation, and healthcare tech. She holds an MBA from McGill University in Canada, and currently serves as the Product Marketing Manager at Dialogue. Her expertise lies in bringing programs and solutions to life through impactful positioning and messaging that resonates with the market.