There are many reasons a user may want to ask a question or to send a poll or survey to their care community including:
- Assessing experiences from a scheduled visit or appointment
- Assessing experiences from an interview, discussion or interaction with staff
- Requesting participation in an event or clinic
- Likeliness of referral
- RSVP to an event
- Menu or activity preferences
Note:Â Message Exchange works in all modalities (email, text and voice). The response will be captured for all three.
Multiple Choice Questions
To include a multiple-choice question in your message simply:
- Open a template or create a new message
- Click the Message Type dropdown
- Select Multiple Choice Question
- Write your question
- Create options by clicking the green Add Choice button
- Remove choices by clicking the trash can
Add as many options as you like. Only one multiple-choice question per template is possible.
Rating Scale
To include a rating question in your message simply:
- Open a template or create a new message
- Click the Message Type dropdown
- Select Rating
- Write your question in the Question area
- Click the box above each number to edit the scale/rating to your liking
Text Response
Initiate a conversation and receive replies directly within the platform. A dedicated dialogue thread enables seamless back-and-forth communication until the conversation is concluded by the original sender from your organization.
To send a message and request a response:
- Open a template or create a new message
- Filter your audience as desired
- From the Message Type dropdown, select Text Response
- Send your message
To View Responses
- Navigate to the Main Menu ☰ > Sent Jobs
- Click Job Info of the desired message. You can see which messages have included a Message Type under the Message Type column
- Each recipient and their response will be listed. You can also see a visual breakdown via the Analytics button in the top right-hand corner.Â
- Click on the text in the Answered column to expand the full response
- If further follow-up is required, Close the pop-up, and select the check box next to the desired recipient(s)
- Click Send Message in the top right corner
- From the dropdown, select a template or create a new message
- Write a message as normal.Â
Each new message will be logged separately in the Sent Jobs panel.
Note: Senders need to manually check in Sent Jobs for responses and follow-ups. Notifications of responses are a coming enhancement.
Note: Currently, message recipients cannot include attachments if they are responding via email.
Note: Senders need to manually check in Sent Jobs for responses and follow-ups. Notifications of responses are a coming enhancement.
Note: Currently, message recipients cannot include attachments if they are responding via email.
💡 When To Use Message Exchange
- Internal and external appointments where a change has been made or feedback is required on the care plan, medication, diet, social or therapy services
- Resident intake and discharge where the care team and families require dialogue to execute plans effectively
- Announcing shifts and receiving responses/confirming staff shift assignments
- Enable staff to provide updates, responses or timelines on required training or certification