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 those at the User level in Privileges. Change the N to Y under “Fac Staff Send” to send to their facility or “Org Staff Send” to send to the entire organization.
Q: How can I find reports detailing communications sent to staff?
A: After a message has been sent, you can access a report detailing the result of your communication
- Navigate to the Main Menu ☰ >Sent
- Choose the corresponding message
- Click on the Report icon
- Enter your email address or multiple emails – comma-separated, choosing Add after each, then Send
- You should receive your report within minutes.
Note: if a message was recently sent, some of the communications may still be in progress and therefore may not be included in the report. The report will give you a snapshot at the time it was requested. For a more up-to-date report at a later date, simply re-request the report via email again.
Please note that communications targeted at Staff will not add communication logs to your EHR.
Q: What file types can I upload for staff contacts?
A: We currently support the following file formats: .xls .xlsx .csv .tsv
Q: Is there a maximum number of contacts that can be included?
A: Up to 65,000 rows are supported.
Q: What is the default Communication /Contact Method for sending Staff messages?
A: Voice is the default communication method and will choose the Home Phone 1st and if no Home Phone number, Cellphone. Please note that if there is a Preferred Contact Method entered, this overrides the default setting of Voice.