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

• Analyzing IVR Downloaded Call Log Data in Excel
• Automated Emailed IVR Reports (Daily, Weekly, Monthly) - How to Create Them
• Creating an IVR Report using Downloaded Call Log Data
• Emailed IVR Reports (Daily, Weekly, Monthly) - How to Change Email Addresses
• How to Download IVR Call Logs in a Comma Separated Variable file format for a Spreadsheet
• How to Generate an IVR Date Range Comparison Report

See all 11 articles

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)

• Required SMS Text Opt-In Compliance Language for 1-800 Notify - Messaging Use Policy
• 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)

See all 7 articles

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 hard refresh your / clear browser cache to make sure you're looking at the latest version of 1800 Notify's portal
• 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?
• How to verify you are on the correct portal version running on Amazon / AWS

See all 7 articles