cliniconex - pointclickcare user app user guide · training & onboarding support e...
TRANSCRIPT
CLINICONEXRESIDENT FAMILY ENGAGEMENT
TRAINING & ONBOARDING
SUPPORTE [email protected] 1-844-891-8492
8am-8pm EST Monday to Friday
Create Messaging Templates
UR
GEN
T &
EVEN
T B
ASE
DM
ASS
NO
TIFI
CA
TIO
NS
WO
RKF
LOW
A
UTO
MA
TIO
NDetermine which users within the organization
should have the ability to send mass notifications
No user accounts need to be created, PointClickCare login credentials are used
Make use of Cliniconex’s existing best-practice library
Learn how to access the web app
Go to pcc.cliniconex.com/userappusing any browser enabled device
Save the web app on your Mobile device for
easy access
This can be done with saving the bookmark to your home screen on Android or Apple
Determine which users should have access to the
Cliniconex Reporting Portal
Log in credential can be provided on an as needed basis
Open the web app and log in using
PointClickCarecredentials
Click on the desired template and modify if needed
Go to pcc.cliniconex.com/userapp
Click on the + to compose a new message
SETU
PSE
ND
ING
A M
ESSA
GE
Select the affected Facility and Units Click SEND
Check reports to see the status or each message
sent
Attend workflow session with your Cliniconex Customer Success
Manager to determine messaging, rules, etc.
Which types of appointments do you want Cliniconex to send messages?
Your Cliniconex Customer Success Manager will go over several questions to map our software to your facility’s existing workflows and procedures. Questions such as:
How many days before the appointment should the message be sent?
Should the message include a request for confirmation of the attendee?
What happens based on the response?
Branding requirements? Logo, colors, address, etc.
Should there best any attachments, special instructions, etc.
Staff use the PointClickCare Resident Calendar to input
appointments
Once configured, messages will automatically be sent to Resident Family Members as
per the rules
Reports will be emailed to staff daily to show statuses of
outreach. (*Progress Notes update coming soon)
SETU
P
WO
RKFL
OW
S RU
NN
ING
IN B
ACK
GRO
UN
D
Once messaging and workflow rules are
approved, the system will go live!
USING THE CLINICONEX WEB APP
ACCESSING THE CLINICONEX WEB APP
• The Cliniconex Web App can be accessed from any browser enabled device: desktops, laptops, tablets, mobile phones etc.
• The app support all modern browsers including: Chrome, Safari, Firefox and Edge
• It can be accessed by visitingpcc.cliniconex.com/userapp
• Select “Sign in with PointClickCare” and your login credentials are the same as your PointClickCare account
/userapp
CREATING A TEMPLATE
1. Enter a Template NameUse a descriptive name so your staff knows what to expect at a glance. Template names are not part of the messaging
2. Set the Facility to target and, optionally, units3. Enter a Subject
In the messaging to clients, subjects are used in emails as you would expect. Otherwise, by default, they are used at the start of a message for text and voice
4. Type a MessageYou can use the following tags to automatically insert the facility or unit name in your messaging based on the selected recipients in the To field:FACILITYNAME, UNITNAME
5. Click the Save ButtonAll users within your organization will now have access to this template when sending a message
Note that this content will automatically be converted to VOICE, EMAIL or TEXT when the message sent.
Once logged in, click the + button to start creating a New Template
1
2
3
4
5
GETTING THE APP ON YOUR APPLE DEVICE
Scroll to the right on thebottom row if needed
Open Safari and go topcc.cliniconex.com/userapp
Click
/userapp
Click
Type in a name for theApp Shortcut
Click Add
Click on the App shortcut any time you want to open it!
Firefox Chrome
GETTING THE APP ON YOUR ANDROID DEVICE
SENDING A MASS NOTIFICATION MESSAGE
Open the web apppcc.cliniconex.com/userapp
Modify or compose the message as needed
Click the To field to select the recipients
Select Facility and Unitsto target
Click SEND
Review Recipients and click SEND Select an existing Template
or Compose a new Template
WHAT HAPPENS NEXT?
CONTACTINFO
Gathers the most up-to-date Resident Family Member contact information from PointClickCare
RESIDENT FAMILY CONTACTSReceive Notifications
via VOICE, TEXT, or EMAIL
DAILY REPORT SENT TO YOUR CHOSEN STAFF MEMBERS
ABILITY TO ACCESS REPORTS ON THE CLINICONEX PORTAL
URGENT | STAFF INITIATED
Outbreak & Safety NotificationsPolicy Changes
ROUTINE | AUTOMATED
Appointment CoordinationCare Plan Reminders
RESIDENT FAMILY CONTACTSReceive Notifications
via VOICE, TEXT, or EMAIL
ONGOING | AUTOMATED
Family SurveysEngagement
WORKFLOWAUTOMATION
RESIDENT & FACILITYCALENDARS
CONTACTINFO
PROGRESSNOTES
AUTOMATED UPDATES*PENDING API
*Coming Soon
