CLIENTTELL TRANSITION TO HOUSECALLS PRO
These videos provide a side-by-side comparison of the ClientTell and HouseCalls Pro interfaces and features. The series also demos key processes in HouseCalls Pro to help you get started.
Core Features and Functions
Explore videos focusing on the software’s core features and functions, including accessing and navigating the portal, viewing and downloading reports, patient list manual upload, and more.
Access, Log In to the HouseCalls Pro Portal and View the HouseCalls Pro Dashboard
Video Length: 3.49 Min
This video covers accessing and logging into the HouseCalls Pro Portal. It will walk you through the initial login options for verifying your identity, including the two-factor authentication steps to access the Platform.
Running Reports from the Dashboard to see Realtime Results in the HouseCalls Pro Portal
Video Length: 6.02 Min
This video offers a detailed exploration of the process for generating Dashboard Reports. The dashboard serves as the platform where you can create reports and access real-time data and results. Additionally, the video covers the configuration of filters, the utilization of individual trackers, and their practical applications.
Manual Upload How to Submit a Data File in HouseCalls Pro
Video Length: 2.28 Min
In this video, you will learn how to submit a patient data file in HouseCalls Pro, both as a new data file or from a file already uploaded and saved.
Running Analytics Reports to View Historic Data in the HouseCalls Pro Portal
Video Length: 6.22 Min
This video offers a comprehensive exploration of the process for generating Analytic Reports. Within Analytics, you can create reports to access historical data and results spanning a 90-day period. This includes a detailed explanation of setting filters and individual trackers, as well as their practical application.
Opt-out Management in HouseCalls Pro
Video Length: 6.11 Min
In this video, you’ll learn how to utilize opt-out management to review a patient’s notification status. Additionally, it will demonstrate the process of opting in or opting out of a patient’s phone number for notifications.
Broadcast On-Demand Messaging
This video series gives a comprehensive understanding of the broadcast portal. It will guide you through the steps to access the portals, upload your list of recipients, choose or create a broadcast message, send the broadcast, and access the Broadcast Report.
Overview Comparison of the ClientTell and HouseCalls Pro Broadcast Messaging Process
Video Length: 3.03 Min
This video gives an overview of the ClientTell and HouseCalls Pro Broadcast Interface and navigation.
Accessing and Logging into the HouseCalls Pro Broadcast Messaging Portal
Video Length: 1.40 Min
This short video covers Accessing and Logging Into the Enterprise Edition Broadcast/Live Chat.
How to Access and Download the Broadcast Report
Video Length: 2.56 Min
This video covers accessing and downloading the broadcast report. With this report, you can track the results of Broadcast Messages including how many patients were contacted, pending, unreachable, and other statuses.
Sending Broadcasts for Scheduled Appointments in HouseCalls Pro
Video Length: 4.05 Min
This video covers Sending Broadcasts to those with Scheduled Appointments. It demonstrates how you can send Messages to a group of patients who have appointments in a single day or multiple days at once.
How to Upload a List of Patients and Send them a Broadcast Message
Video Length: 4.45 Min
This video covers how to upload a list of patients and send them a Broadcast Message. It explains how to use The Patient module to upload a list of patients and send a Broadcast Message through SMS text messages, IVR phone calls, or emails, how to create custom messages or use and reuse templates.
How to Use a Template Message for your Broadcast
Video Length: 1.27 Min
This video covers how to Use a Template Message for Your Broadcast. It demonstrates how to customize and edit an existing template, preview and send your broadcast message.