[vc_row kd_background_image_position=”vc_row-bg-position-top”][vc_column][vc_empty_space][vc_tta_tabs][vc_tta_section title=”Configuring Communication Logs” tab_id=”1742350122197-8c525d24-936c”][vc_empty_space][tek_sectiontitle st_title=”Step 1: Create a new Online Documentation Storage Category in PointClickCare” st_title_tag=”h1″ st_subtitle_tag=”” st_subtitle_position=”subtitle-below-title” st_title_size=”20px” st_title_font_weight=”” st_separator_enable=”separator_off” st_text_align=”text-left” st_width=”st_fullwidth”][vc_column_text]

  1. First, you will need to have “Admin Setup Role (System)” assigned to your profile in PointClickCare to complete this task. 
  2. In PointClickCare, create a new Documentation Storage Category by following the steps below based on your organization size. This allows ACM Messenger to upload and store records of each communication to the corresponding resident’s chart. This only needs to be completed at the organization level.
    • For Single Facility Organizations:
      1. Go to Admin > Other > Setup 
      2. Click on Online Document Storage 
      3. Click New and enter “Cliniconex” in the Description field
      4. Ensure only Admin and Clinical are checked 
      5. Click Save 
    • For Multi-Facility Organizations:
      1. Go to EMC > Standards > Financial Management 
      2. Click on the Online Documentation Storage Categories
      3. Click New and enter “Cliniconex” in the Description field 
      4. Ensure only Admin and Clinical are checked 
      5. Click Save 

 

Note: If Cliniconex is entered at the EMC level it will be listed for all facilities – regardless if they have Cliniconex enabled or not.[/vc_column_text][vc_empty_space][tek_sectiontitle st_title=”Step 2: Enable Online Documentation Storage for each facility in PointClickCare” st_title_tag=”h1″ st_subtitle_tag=”” st_subtitle_position=”subtitle-below-title” st_title_size=”20px” st_title_font_weight=”” st_separator_enable=”separator_off” st_text_align=”text-left” st_width=”st_fullwidth”][vc_column_text]If some facilities are not currently using the Online Documents Storage functionality within PointClickCare, you will need to enable it. 

  1. Click Admin > Other > Setup 
  2. Click on Online Documentation Storage Configuration
  3. Go to Enable Online Documentation storage? > Yes
  4. Click Save 
  5. Repeat process for each facility that does not currently have Online Documentation Storage enabled in PointClickCare. 

[/vc_column_text][vc_empty_space height=”40px”][tek_sectiontitle st_title=”Step 3: Configure Communication Records logging frequency in ACM Messenger” st_title_tag=”h1″ st_subtitle_tag=”” st_subtitle_position=”subtitle-below-title” st_title_size=”20px” st_title_font_weight=”” st_separator_enable=”separator_off” st_text_align=”text-left” st_width=”st_fullwidth”][vc_column_text]To avoid crowding the Misc. tab of a resident’s chart with a single log of each communication sent; Organizational and Facility Admins can change the frequency at which communications are logged. To change the default settings, follow these steps: 

  1. Navigate to Main Menu ☰ > Settings > Communication Records
  2. Click on the dropdown and choose a frequency
    • Off
    • Per communication
    • Weekly summary (reports created every Sunday at 1 am)
    • Monthly summary (reports created on the first day of each month)

 

Note: The default frequency is a weekly summary. When a frequency is changed, the record will be created on the next eligible day (i.e. weekly summary to a monthly summary, the record is created the first Sunday of the following month).[/vc_column_text][vc_empty_space][/vc_tta_section][vc_tta_section title=”Log Frequency” tab_id=”1742350122201-0fd930f6-619d”][vc_empty_space][vc_column_text]To avoid crowding the Miscellaneous tab of a resident’s chart with a single log of each communication sent; Organizational and Facility Admins can change the frequency at which Communication Records are logged.

 Frequencies can be set at the organizational or facility level: 

  1. Navigate to Main Menu ☰ > Settings > Onboarding Requirements > Communication Records Logging Frequency
  2. Click on the dropdown and choose a frequency
    1. Off (no log)
    2. Per communication 
    3. Weekly summary (uploaded on Sundays)
    4. Monthly summary (uploaded on the first of the month)

[/vc_column_text][vc_empty_space][/vc_tta_section][vc_tta_section title=”Setting Contact Types” tab_id=”1742350218760-89222532-2d36″][vc_empty_space][vc_column_text]The communication method and recipient list depends on various factors such as your organization’s settings, information in your EHR, and individual contact preferences. 

Messages are sent to a resident’s contacts based on their Contact Type as listed in resident charts. 

ACM Messenger will attempt to reach two individuals following the order of priority as configured in your EHR. In PointClickCare: 

  1. Go to Admin > Setup > Pick Lists > Contact Type
  2. The priority of contacts follows PointClickCare’s ordering rules as follows: 
    1. Blanks (i.e. Order field is blank) – Alphabetically by Description 
    2. Numerical orders (1 > 2 > 3 > 4…)
    3. If there is more than one entry for a given number, it’s sorted alphabetically by the Description 
  3. ACM Messenger will exclude Contact Types that are not relevant contacts (i.e. lawyer, trustee, self, AR Guarantor, Case Worker, other, etc.). 
    1. If a contact has at least one valid Contact Type associated, they will still receive messages. 

 

Note: ACM Messenger will exclude Contact Types that are not relevant contacts (i.e. lawyer, trustee, self, AR Guarantor, Case Worker, other, etc.). If a contact has at least one valid Contact Type associated, they will still receive messages. [/vc_column_text][vc_empty_space][/vc_tta_section][vc_tta_section title=”Configuring Caller-ID” tab_id=”1742350252532-998a7973-941b”][vc_empty_space][vc_column_text]By default, a random number matching the area codes of your geographic region is assigned to each facility. In order to ensure family members who are receiving notifications from your facilities are more confident in the source of the message, it is highly recommended to configure caller-ID for all of your facilities. 

Follow these steps to configure caller-ID: 

  1. Find a colleague who has access to the facility’s phone line to answer the call. 
  2. In the Caller Id Settings, enter your facility phone number in the provided field and press call, which will prompt a 6-digit PIN to appear.  
  3. Your colleague will need to answer the phone and enter the provided 6-digit PIN.
  4. Note that you can use the Extension field to direct the verification call to a specific individual in your facility. This will not impact the caller ID. 
    • If you have an automated answering system, you can add a “w” in the extension for each half-second pause. For example,  to reach extension 1234, enter “wwww1234” and the system will wait two seconds, then dial 1234. 

[/vc_column_text][vc_empty_space][/vc_tta_section][vc_tta_section title=”SMS Consent” tab_id=”1742350279099-02908f4c-b53e”][vc_empty_space][vc_column_text]U.S. mobile carriers require senders to have consent to text message recipients. Initial consent cannot be collected via text.

When you go to send a message: 

  1. An automatic message will be sent asking recipients to consent to receive SMS text messages over the telephone. 
  2. Once granted via text, there will be a follow-up SMS text messaging asking the recipient to confirm their consent.
  3. If refused, future messages will be sent by telephone. 

 

Toll-free number: Your community needs to give consent before receiving text messages from you.  Here’s how to find your facility’s unique toll-free number they need to text consent to. 

  1. Navigate to Main Menu ☰ > Settings > SMS Consent
  2. Select your facility from the bottom left-hand corner
  3. The toll-free number will appear
  4. Click the copy icon to be able to paste the number into a message. 

 

Note: Your toll-free number will be ready approximately 2 weeks after activation. 

Tip:  Once you have your number, let your community know how to provide consent. Include the number in your email or call. We’ve even created a handy template in the in-app library for you![/vc_column_text][vc_empty_space][/vc_tta_section][vc_tta_section title=”Consent Management – Direct Messaging” tab_id=”1742350324015-254f71e0-792e”][vc_empty_space][vc_column_text]Homes can request and manage consent for sharing information with resident and family contacts. 

Automatic Consent Request:

  1. Contact Selection: When you select a contact to receive a message, the system assumes consent is required.
  2. Consent Request Message: If the contact has not previously provided consent, they will receive a message requesting permission to share personal information via their preferred communication channel (e.g., SMS, email).
  3. Information Delivery: Only after the contact provides consent will the main message be delivered.

 

Manually set or override the default consent options per message: 

  1. Open a template, and choose your facility and recipient as normal
  2. Go to Advanced Options > Override Default Consent Mode and select the correct consent mode. 

[/vc_column_text][vc_empty_space][/vc_tta_section][vc_tta_section title=”Adding a New User” tab_id=”1742350395516-cdd84dcd-1161″][vc_empty_space][tek_sectiontitle st_title=”Step 1: Choose Default Login Settings” st_title_tag=”” st_subtitle_tag=”” st_subtitle_position=”subtitle-below-title” st_title_size=”20px” st_title_font_weight=”” st_separator_enable=”separator_off” st_text_align=”text-left” st_width=”st_fullwidth”][vc_empty_space][vc_column_text]This step should be done during the onboarding session, and before adding additional users. It’s recommended that an Organization Administrator choose one of the following three options for adding new users. 

 

  1. Go to Main Menu ☰ Settings > Organizational Settings > Login Settings
  2. Choose one of the following:
    1. Request Access: New user accounts must be enabled by an Admin before they can start sending messages
    2. Allow Access: New users automatically gain access as soon as they log in for the first time
    3. Allow Access with Message Review (default): New users gain immediate access, but their messages are automatically moderated. 

[/vc_column_text][vc_empty_space][tek_sectiontitle st_title=”Step 2: Add New Users” st_title_tag=”” st_subtitle_tag=”” st_subtitle_position=”subtitle-below-title” st_title_size=”20px” st_title_font_weight=”” st_separator_enable=”separator_off” st_text_align=”text-left” st_width=”st_fullwidth”][vc_empty_space][vc_column_text]Only Organization and Facility Admins can add new users with the Add new user button. New users can either get invited or can request access. 

Option 1: Add New Users

  1. Go to Main Menu ☰ > User Management > Users.
  2. Click on Add New User in the top right-hand corner
  3. Enter the new user’s full name and email address in the pop-up window. 
  4. The new user will receive an email with a link to log in from the user who invited them to ACM Messenger
  5. New user’s default permissions are at the “User” level, and will have access to all facilities they are associated with in PointClickCare.

 

Option 2: User Requests Access

  1. Send users to ACM Messenger portal to log in using their existing PointClickCare credentials.
  2. Users will see a message indicating that they must wait for an Admin to grant them access.
  3. All Organization Administrators will receive an email when a user requests access.
  4. An Admin must log in and enable access to the user access request

[/vc_column_text][vc_empty_space][tek_sectiontitle st_title=”Step 2: Add New Users” st_title_tag=”” st_subtitle_tag=”” st_subtitle_position=”subtitle-below-title” st_title_size=”20px” st_title_font_weight=”” st_separator_enable=”separator_off” st_text_align=”text-left” st_width=”st_fullwidth”][vc_empty_space][vc_column_text]New Users who gain access via option 2 (Requesting Access) will need to have their access enabled or else they will not have access to ACM Messenger. To do this, the Admin must follow these steps:

  1. Go to Main Menu ☰ > User Management > Users
  2. Click on the key icon for a specific user and assign their roles and facility access.
  3. The user is now enabled 
    • A user’s status (Enabled/Pending/Disabled) can be determined in the status colum

Note: For users who do not have PointClickCare credentials or accounts that have been configured using Cliniconex’s FlexData adapter, you will need to reach out to support@cliniconex.com to add new users. Ensure you identify the name and email of the new user, or send the information in a spreadsheet[/vc_column_text][vc_empty_space][/vc_tta_section][/vc_tta_tabs][/vc_column][/vc_row][vc_row kd_background_image_position=”vc_row-bg-position-top”][vc_column][vc_empty_space][/vc_column][/vc_row]