Message Types

Message Types

Interactive messages that can include options like configurable ratings, multiple-choice questions and message exchange to engage recipients. 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
  • Likelihood of referral
  • RSVP to an event
  • Menu or activity preferences
Multiple Choice Questions

To include a multiple-choice question in your message simply:

  • ✔Open a template or create a new message
  • ✔Click the Message dropdown
  • ✔Drag Multiple Choice Question and drop it into the message body.
  • ✔Write your question
  • ✔Create options by clicking the Add Optionbutton
  • ✔Remove choices by clicking the X

Add as many options as you like. Only one multiple-choice question per template is possible.

Rating Scale

Customize the post-rating experience to create a more personal and actionable interaction. To include a rating question in your message simply:

  • ✔Open a template or create a new message
  • ✔Click the Message dropdown
  • ✔Drag and drop the Feedback / Rating option.
  • ✔Customise the rating labels and title (1-5)
  • ✔Configure your Thank-You message for each rating
Single Response

Initiate a single response transaction within the platform.

To send a message and request only a single response:

  • ✔Open a template or create a new message
  • ✔Filter your audience as desired
  • ✔From the Message dropdown, select Single Response
  • ✔Send your message
Sending a Form

Attach a form or survey to you message to gather actionable information and insights.

To send a message with a form:

  • ✔Open a template or create a new message
  • ✔Filter your audience as desired
  • ✔From the Message dropdown, drag and drop Forms & Surveys
  • ✔Attach the desired form(s)
  • ✔Use a variable tag to automatically hyperlink the attached form(s)
To View Responses
  • Go to Automated Care > Messaging > Sent Messages

View Message Details

  • Under the Message Type column, locate the message you want
  • Click Job Info to see details

Check Responses

  • Each recipient and their response will be listed
  • For text responses, click the entry in the Answered column to view the full response
  • To see a visual breakdown of responses, click the Analytics button in the top-right corner

Send a Follow-up Message

  • Close the pop-up window
  • Select the checkbox next to the recipient(s) you want to follow up with
  • Click Send Message (top-right corner)
  • From the dropdown, choose a template or create a new message
  • Write and send your message as usual
  • ✔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

What’s Next?