Staff Add-on FAQ’s
Staff Add-on FAQ’s
Have Staff Add-on questions? Find your answers here!
Q: Why can’t I send messages to staff?
A: Only Organization Admins and Facility Admins can send to staff by default. Admins can enable access to users by updating privileges in Privileges. Change the N to Y under “Fac Staff Send” to allow sending to their facility or “Org Staff Send” for organization-wide access.
Q: How can I find reports detailing communications sent to staff?
- Navigate to the Main Menu ☰ > Sent
- Choose the corresponding message
- Click on the Report icon
- Enter one or more email addresses (comma-separated), then click Add and Send
- You should receive your report within minutes
Note: If a message was recently sent, some communications may still be in progress and not yet appear in the report. Re-request a report later for the most up-to-date results.
Communications sent to Staff do not add logs to your EHR.
Q: What file types can I upload for staff contacts?
A: Supported formats include .xls, .xlsx, .csv, and .tsv.
Q: Is there a maximum number of contacts that can be included?
A: Yes, you can upload up to 65,000 rows.
Q: What is the default Communication / Contact Method for staff messages?
A: Voice is the default. The system first tries the Home Phone, then the Cellphone if no Home Phone is available. If a Preferred Contact Method is specified, it overrides this default.