13 - Call Lists
Prep Required
Gather these items before starting
- Create Call Lists
* Birthday Follow Up, Hedis Lists, ER Follow up
- Create Status's for the records
- CSV of records wanted to be uploaded
1- Upload Status's
2- Add Call Sheets and Assign Status's
3- Add Contact Templates
4- Upload Contacts to your List
Related Articles
Add, Edit and Delete a Call Sheet
1. Navigate to the Internal 2. Go to Call List and select Pending 3. From the Admin Icon select Call Sheets Add a Call Sheet - Click on the "+" icon located on the top right of the table. - Enter all applicable information. Edit a Call Sheet ...Mass Upload Records to Call Sheets
1. Navigate to the Internal 2. Go to Call List and select Pending 3. From the Admin Icon select Call Sheets 4. Select a Call List and click on Go Records can only be uploaded to 1 sheet at a time 5. Chose a file and select upload. Only CSV files can ...View a History of a Record in Call Sheets
1. Navigate to the Internal 2. Go to Call List and select Pending 3. From the Action Colum select the History Button in the dropdown. 4. All actions associated with this record will be shown hereAdd, Update and Delete a Record in Call Sheets
1. Navigate to the Internal 2. Go to Call List and select Pending/Completed Add a Call Sheet Record - Click on the "+" icon located on the top right of the table. - Enter all applicable information. Click the Add button at the top of the dialogue ...Send a Message to a Call Sheet Record (SMS/Email)
Only Approved Contact Templates will be available. 1. Navigate to the Internal 2. Go to Call List and select Pending 3. From the Action Colum select the Send Message Button in the dropdown. 4. Select the SMS/Email to be sent. Users can ONLY ...