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.