An outreach event is a single appointment or event and occurs only once. This tells the system who is to be contacted and how they will be contacted. Events work along with a Profile to send that Event correct messages.
You can create single events one at a time, or if you have multiple events you can upload or import them in a CSV file.
To import events, first download the sample file on the Main Outreach page. Enter event information into the file while ensuring content matches required settings exactly.
Name – This is the name of the event. Typically this is the patient/clients name and becomes an available for use as a token.
Outreach Profile – Which profile to use. What message should be delivered to the person, according to what rules.
Event Date and Time – When is the event we are notifying the client/patient of. This also serves as a guideline for when the profile will begin trying to contact them.
Phone Number – What phone number are we trying to notify for calls/sms
Email – What email address should email notifications be sent to
Voice, SMS, Email – These check boxes tell the system which methods are valid for contacting this person.
- You can check more than one
- IF Voice or SMS are checked, you MUST enter a phone number
- If Email is checked, you MUST enter an email address
Call State, SMS State, Email State – The information in this section lets you see the states of each of the methods of communication for this Event.
Confirmation Status – The information here lets you know the attempts that were made and whether the recipient confirmed, cancelled or did not respond.
Event Logs – these logs show you all the communications attempts that have been made for this Event