User Interface - Secure Portal

AUDIT TRAIL

• Audit Trail - Basics

TASK SCHEDULER

• How to Update your Allscripts Password (Credentials) in 1800 Notify TASKS
• How to setup a New Automation TASK with Credible Web Strings
• How to Restart a Task that Stopped / Got Stuck
• How to Update Credible Web Strings in a TASK

Notification List

• REMOVE NOTIFICATION: How to Remove or Delete one or more People from the Notification List
• Combined Reminders (Seeing "COMBINE" instead of a phone number)
• Canceled by Rules Defined and how to see them (Show CBR / Hide CBR)

Job List

• REMOVE JOB: How to Remove or Delete One or More Jobs

NEW FEATURES RELEASED

• 1800 Notify Portal - Release Notes 01-22-2021

Reminder Messages

• How to Control and Set Client Preferred Contact Settings in Credible
• Allowing the Job to Start Outside Normal Times (before 9a or after 8p)
• Parent - Child or Member - Group Member Reminder Messages (Several Locations, but a Single Upload File)
• How to Send a Broadcast Reminder Message / Upload a Name and Phone List
• Locating the Name of the Voice Message and Text Message Used in a Reminder Message

Uploading Files to Send Messages

• Async Upload - Good for Large Files / Parent Child (Asynchronous)
• How to find a File you just exported (Windows computers)
• Modify or Edit Job Start Time or User name to receive Results Email
• Upload and Schedule to Send Out Reminders (Call, Text or Email)

IVR Autopay by Phone

• Creating an IVR Report using Downloaded Call Log Data
• How to Generate an IVR Date Range Comparison Report
• How to Generate an IVR Date Range Report
• IVR Benchmark Data
• IVR Dashboard (Summary Metrics)
• Working with IVR Call Logs

Job Results and Reports

• Removing Patient Details from Job Completed Email Reports (HIPAA Privacy)
• Secure Results - RESULTS Button to View Patient Reminder Details

Email Messages

• View an Email Message

Text Messages (SMS)

• How to Generate a Sample Text Message and Send It
• How to View/Edit a Text Message Template
• Find and View a Text Message sent out
• Create a New Text Message
• Do Not Call / Do Not Text / Do Not Email - Your Staff Controls (Opt-In or Opt-Out with Contacts Tab)
• Do Not Text - Opt-Out or Opt-In -- By replying STOP or UNSTOP from your mobile phone

Phone Calls

• Adjusting Max. Phone Lines for Your Entire Account (Speed of Calls)
• Find and Listen to a Phone Call
• Complaint: "The Voice Message Starts Half Way Through"
• Adjusting Phone Lines for a Single Message (Speed of Calls)
• Listen to a Recorded Phone Call

Customizing Your View

• How can I Move Columns?
• Sorting Columns (Click the Header Row)
• What is the Column Filter button?
• How to Filter the Job List (View only Running Jobs, Scheduled, Deleted, etc.)

Search

• How can I find things? (Search)

Passwords and Security

• Two-Factor Authentication (2FA) with 1800 Notify for Administrators
• Getting Started with Two-Factor Authentication (2FA)
• Security User ACCESS GROUPS (add or edit)
• How to Add a New User to your Account
• How to Create a Secure Password You Can Remember
• 1-800 Notify Security White Paper

See all 8 articles

General

• How to create your 1800 Notify payment portal account (PaySimple)
• How do you know when a message (call, text, or email) was sent out?
• What do all those Action Icons mean?
• Where is my Account Number?
• What's New and Different from the Old 1-800 Notify Portal?
• Refresh to See the Latest Updates

Troubleshooting

Login Problems

• Login Issues - Trouble Getting Logged into the new Portal / Stuck on Adobe Flash logo
• How to test your Internet connection speed (speed test / speedtest)

Press and News

Press Releases

• Press Release: 1-800 Notify Provides an Automation Solution to Keep Medical Staff Working, Patients Happy, and Calendars Filled
• Press Release: 1-800 Notify Helps Epic Customers Achieve Significant Benefits With a Hybrid IVR Phone Payment System Available in the Epic App Orchard

Blog

PROTECT WORKERS

• Protecting Essential Workers: How Automation Workflow Increases Efficiency
• Automation Helps Essential Healthcare Workers Through COVID-19

AUTOMATION

• 5 Ways To Improve Workflow Through Automation

Wellness

• Strategies for Helping with Burnout

Compatible Systems

Fully Integrated Systems

• Free Trial or Information Request
• How to reset your Allscripts Password inside Allscripts (required for Automation)
• AllMeds Appointment Reminders (Call, Text or Email) from 1-800 Notify

Exporting Files from Your System

• Appointment Reminders for inSync Healthcare Solutions patients
• How to Export a NextGen Daily Account Summary Report to use for a Payment IVR system
• Automated Appointment Reminders with NextGen and 1-800 Notify (Excel XLS)
• NextGen Office Billing Reminder Texts or Calls / Accounts Receivable Statement - Analysis Grid
• Appointment Reminder Texts and Calls with NextGen (NextGen-T-D_F)
• Practice Fusion HTML Upload Problem (PF HTML)

See all 29 articles

Getting Started

Sample Scripts

• Appointment Reminder Scripts - Bilingual English - Spanish (Phone Call and Text Message)
• Sample Script - Other Billing Related Matters
• Sample Script - Billing Reminder / Past Due Balance Reminder Call
• Missed Appointment - Sample Call and Text Message
• Appointment Reminders - Sample Email Template
• Appointment Reminders - Sample Text Message Scripts

See all 8 articles

General

TECHNICAL

• Appointment Reminder Specifications
• Incoming Appointment Reminder File Format Specifications
• Psched.exe download
• SFTP Specifications for Appointment Reminder Files
• Webhook Text Message Reply Setup

Customer Service (Internal Use)

• Work Flow for the Cancellation Alert System

General Interest

• (Old version) QuickEMR v7 instructions
• Call or Text us when you arrive for your appointment (COVID-19)
• IVR Reporting - How to Create an Excel Pivot Table Report (Sort by Client Code)
• Troubleshooting Transfers to IVR Autopay by Phone (DTMF Detection, Lag, etc.)
• Setup and Send a Missed Appointment Notice from QuickEMR v8
• Outbound Appointment Reminder Results File Specifications

See all 41 articles

Tips and Tricks

• Allowing a Message to be sent before 9am or after 8pm (earlier or later, allowed sending times)
• Allscripts Sunrise RIS Radiology Information System Appointment Reminder Calls and Texts
• Appointment Reminder Calls or Text Messages for NextGen (Excel Export XLSX)
• Appointment Reminder Results Statuses and Meanings
• Automating Your Data Feed to 1-800 Notify (SQL Query & Interface Engine)
• CollaborateMD Appointment Reminders (Call or Text Message) Collaborate MD

See all 32 articles

Announcements

• Eyefinity OfficeMate (Office Mate) Appointment Reminder Calls and Texts (Excel XLS format)
• How to Change Your Payment Method on File (Credit Card Expires, Change Credit Card, Change Bank Account - PaySimple)
• Finding an Incorrect Phone Number or Wrong Number for a Patient and Correcting It
• Easily Notify Wait List Patients of an Opening (With live transfer and option to request removal)
• Epic Systems Appointment Reminders (Call, Text or Email) - Run Custom Report with Pre-Set Dates
• Kareo Billing Reminders / Patient Balance Reminder Calls (Patient Collections Detail)

See all 39 articles

REFERRAL PARTNERS

• Logo
• Sign Up as a 1-800 Notify Referral Partner
• Partner - Sample Email Templates
• Partner - Flyer - Appointment Reminder Service