Send a message and request a response back. A dialogue thread is created allowing the sender and receiver to have sustained conversation until the original sender from your organization has determined the dialogue is over.
To send a message and request a response:
Open a template or create a new message
Filter your audience as desired
From the Message Type dropdown, select Text Response
Send your message.
To view the response:
Navigate to the Main Menu ☰
Click Sent Jobs
Click Job Info of the desired message. You can see which messages have a text response under the Message Type column
Each recipient and their response will be listed
Click on the text in the Answered column to expand the full response
If further follow-up is required, Close the pop-up, and select the check box next to the desired recipient(s)
Click Send Message in the top right corner
From the dropdown, select a template or create a new message
Write a message as normal. You can continue with another Text Response, or choose another Message Type
Each new message will be logged separately in the Sent Jobs panel.
Note: Message Exchange works in all modalities (email, text and voice). The response will be captured for all three.
Note: Currently, senders need to manually check in Sent Jobs for responses and follow-ups. Notifications of responses are a coming enhancement.
Note: Currently, message recipients cannot include attachments if they are responding via email.
When could I use Message Exchange?
| Situation | Example Use Cases |
ACM and Staff Add-on | Resident and Staff updates
| ·Internal and external appointments where a change has been made or feedback is required on the care plan, medication, diet, social or therapy services · Resident intake and discharge where the care team and families require dialogue to execute plans effectively. |
Staff Add-on | Staff scheduling | · Announcing shifts and receiving responses/confirming staff shift assignments |
| Staff training and certification | · Enable staff to provide updates, responses or timelines on required training or certification |