Send New Message / Alert / Reminder

Table of Contents

STEP 1 - Go to AD-hoc messages from dashboard

Click on Ad-hoc messages, from the menu panel on the left of the dashboard screen.

Open

STEP 2 - Create New Message/Alert/Reminder

You can always send a new message or alert or reminder using the option “Send” with the drop-down present on the top right corner of the page.

Open

STEP 3 - Add Message/Alert/Reminder details

We can start filling the required details in the field which will be shown in the message/alert/reminder preview as and when you are making some changes.

In the Details section, we can start adding Title of the message/alert/reminder, Body of the message/alert/reminder, Language required, and Action field will have the option to :

Send notification only-send the message/alert/reminder only as notification

Open content in the app- will be able to view the content of the message/alert/reminder in the app

Open link to website- will be able to view and open the link in the website

STEP 4 - Add Send Time

In the next step, the Timing field - we can select the date when the message/alert/reminder should be sent using the two options: Now or Schedule

You can schedule the message to the selected audience using the date picker tool and time selectors (Date Sent).

The Frequency(one time only/repeats after the mentioned start date) of the message/alert/reminder can be set using the drop-down option.

The summary would give us a brief description of when the message/alert/reminder will be sent.

STEP 5: Add Individuals

The audience category would be useful to send the message to specific individuals.

1. We can use the “+Add Individual” option to add the individual.click on the arrow button to transition to the next step

2. This will open a modal from which I can select one or more patients to send the new New Message / Alert / Reminder.

3. Click on “Add” to send the new message/alert/reminder to the selected individuals.

Note: The Individual Patients list would display only the registered patients to send/ schedule a message.

STEP 6: Review details

The final category Review would help us to review the whole summary of the message before sending it to someone with Timing and Audience.

STEP 7: Save and Create message/alert/reminder

Press the back arrow if you want to change any details. Click on the Save button to create a new message/alert/reminder.

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