When composing a new message or opening an existing message template, you will be presented with the following interface. Here's an overview of how each message setting works:
In a template, anything in bracketed [ALL CAPS] indicates text that needs to be manually replaced by the person sending the message. Any unbracketed words in ALLCAPS indicate a dynamic variable tag.
Template Name
The template name is only required if you wish to save your subject and message for future use.
To
Click on the To field to select the audience (Resident Contact or Staff), facility, and unit(s) you are looking to target, then click Apply.
Subject
Enter a subject line for your message. The subject will be added to messages as follows:
Voice
“This is a message from FACILITYNAME. Please Press 1.”
Family contact presses #1
“This is a message from FACILITYNAME regarding: [Subject]”
Text (SMS)
“This is a message from FACILITYNAME regarding: [Subject].”
Notice from FACILITYNAME : [Subject]
Variable Tags
You can make use of Variable Tags to automatically insert the facility or unit names etc. in your message. By inserting these variables, the message will change depending on which facility/unit the resident is associated with in PointClickCare.
Variable tags can include:
FACILITYNAME
UNITNAME
FLOORNAME
ROOMNAME
FIRSTNAME
LASTNAME
PHONE
YEAR
DATE
TIME
NOTE: FIRSTNAME and LASTNAME will populate the resident name. Not the recipient's name.
To use a variable tag in a message or template, simply:
Open a template or start a new message
Filter your audience
Click your cursor in the message content where you want the variable tag. A black plus sign should appear in the top right-hand corner. Click it
A pop-up will appear showing all the variable tags you have available to you. Simply click the one you want and it will appear in the message
Hit save
Your template will now have that variable tag saved