The Communication Page is a centralized hub where you can view all messages sent to an account, including emails, text messages, and paper statements. It offers a detailed overview of communication activity, making it easy to track and manage interactions with your patients or customers.
Features of the Communication Page
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Overview Dashboard:
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Displays key metrics for the selected time period, including:
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Total Messages sent.
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Breakdown by Emails, SMS (Text), and Paper Statements.
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Messages per Account statistic.
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Filters and Sorting Options:
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Use the dropdowns at the top to filter communications by:
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Communication Type (e.g., Email, SMS, Paper Statement).
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Message Source (e.g., Payment Request, Reminder).
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Templates used.
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Adjust the date range to focus on specific timeframes.
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Detailed Communication Logs:
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Each entry provides the following details:
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Account Name: The recipient of the communication.
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Template: The type of message template used.
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Date Sent: The exact date the message was sent.
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Type: The delivery method (Email, SMS, Paper).
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Source: What triggered the message (e.g., Payment Request).
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Status: Indicates whether the message was successfully delivered.
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Pagination and Row Controls:
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Adjust the number of rows displayed per page.
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Navigate between pages of communication logs for detailed browsing.
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Viewing Message Details
When you click on a communication message in the log, you’ll see the full details of the message, including:
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Template Preview: A replica of the email, text, or statement that was sent.
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Message Content: The exact wording used in the communication.
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Recipient Details: Information about the account the message was sent to.
This feature helps ensure transparency and accuracy in your communications by allowing you to review what was sent to your patients or customers.
Tips for Using the Communication Page
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Track Delivery Success: Monitor the status column to ensure all messages are successfully delivered.
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Verify Content: Use the template preview feature to confirm the message’s content and format.
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Identify Trends: Leverage filters to analyze communication trends over time or by specific categories.
FAQs
Can I resend a message from this page?
No, the Communication Page is for viewing and tracking messages. To resend a message, navigate to the appropriate account or message template and initiate the process there.
What should I do if a message fails to deliver?
If you notice a failed message, verify the contact information in the account details. Correct any errors and resend the communication as needed.
Can I download communication logs?
Currently, the logs cannot be downloaded directly. However, you can use filters and screenshots to document communication history.
For further assistance, please contact our support team. The Communication Page ensures you always stay informed and organized with your patient or customer interactions.
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