Congratulations! We’re thrilled you’ve chosen to adopt Cliniconex’s Staff Add-on solution across your organization. This article is intended to be a launch point to help you ensure your organization properly configures the Staff Add-on for Automated Care Messaging (ACM).

Note: This application is intended for use by Facility Administrators, Executive Directors, Directors of Care, Directors of Nursing, and/or Supervisors. It allows a single user to trigger mass notifications to a large volume of contacts and should be restricted for use by trusted individuals.

Once you have received your Welcome Email from Cliniconex, your Staff Add-on has been enabled and is ready to be configured to add staff & other key stakeholder contacts!

Adding Staff Contacts into ACM

The first thing you will need to do is upload your list of employee contacts into the app. The following article describes the steps required in detail:

How to Upload and Manage Contact Records for Staff and other Stakeholders

Sending Your First Messages

From our experience, it’s a good practice to start by sending a Welcome Message to your staff to introduce this as a new channel of communication.

Here is an example: “We are pleased to announce that we are now using an automated notification system to keep our staff and valued partners up to date. This will allow us to inform you of any important updates regarding our facility in a timely manner. These notifications will go out by voice call by default. If you would prefer to receive the notifications by text or email (or unsubscribe) please let us know by emailing "please enter your contact information here".

We always recommend that you send yourself a voice, text and email TEST before sending every message. This will allow you to preview exactly what your contacts will receive. This is a good practice to share with all users of the system within your organization.

To learn more about how to send messages to your staff and key stakeholders please read the following article: Sending a Message with Staff Add-on

Essential Articles for New Administrators

The following are a list of articles we deem to be essential for new administrators to familiarize themselves with this solution. They contain important information that will help you make the most out of your investment and ensure a successful rollout of the platform across your organization! It is likely you may have reviewed some of these if you recently deployed Automated Care Messaging in the Getting Started: A Guide for New Administrators article.

  • User Roles and Permissions: from adding new users to understanding the different levels of access to ACM, this article is intended to help you determine how to best provision access to the application to your users.

  • Creating and Managing Templates: ACM is a powerful application designed to help senior care organizations large or small manage outbound messaging to their community through the use of templates. Templates are extremely important to plan for possible scenarios that your team may encounter and to standardize messaging across your organization. This article details how to create and manage templates and share them across your organization and/or facility.

  • Accessing Staff Add-on Reports: once your first message has been sent, you'll want to know if your target audience received it as expected. This article details how to access reports sent to your staff.

Help and Support Resources, including an extensive Knowledge Base

Start by checking out our Staff Add-on Frequently Asked Questions (FAQs). If questions remain, please see the resources below:

What's Next?

Navigate our Knowledge Base or search for any questions you might have.


Note: All information provided in our knowledge base will assume default settings as typically configured by Cliniconex. You may experience differences in the event that your organization has changed these settings.

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