Welcome to the HouseCalls Pro On-Demand Instructional Video Page!

Why are you here?

If you are a HouseCalls ASP, ClientTell, PhoneTree or Engage Platform user:

This page contains links to videos that will help you get familiar with HouseCalls Pro: from the basics to core features and functionalities, and comparison videos to show equivalent features between your current platform and HC Pro.

The Left Navigation bar includes links to all the videos for you to explore, organized into categories for basic introduction, core features, and how to navigate the broadcast and live chat portal.

Basic Features

This first group of instructional videos is designed to help you get started with HouseCalls Pro.
They will show you how to access the HouseCalls Pro Portal, navigate the Dashboard, and get an overview of the reporting options available.

Accessing and Logging into the Portal

Video Length: 2.07 Min

This video covers accessing and logging into the Portal. It will walk you through the initial login options for verifying your identity, including the two-factor authentication steps to access the Platform.

Navigating the Dashboard

Video Length: 0.56 Min

This video provides a comprehensive introduction to the Dashboard.The left navigation bar displays the specific features accessible to you based on your permissions. The contents of the top navigation bar are contingent upon the features enabled within your organization’s account.

HouseCalls Pro Overview Reports

Video Length: 1.07 Min

This video will cover the reporting options in HouseCalls Pro. The Dashboard enables you to generate real-time reports and view current data and results. Analytics allows you to generate reports displaying historical data and results spanning up to 90 days.

Core Functions and Features

Once you’re comfortable with the basics, explore videos focusing on the software’s core features. Learn how to perform common tasks efficiently and navigate advanced functionalities, including generating Dashboard and Analytics Reports, Adding and Editing Users, Modifying Dialogs Scripts and much more.

Dashboard Reports

Video Length: 5.05 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.

Analytics Reports

Video Length: 4.35 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.

User Management-Adding and Editing Users

Video Length: 3.13 Min

This video provides guidance on user management, including tasks such as adding new users and modifying existing user profiles.

Adding and Modifying Dialog Scripts in your Reminder Workflow

Video Length: 7.34 Min

This video offers guidance on adding new dialogue messages to your workflow and modifying existing ones.

Opt-out Management

Video Length: 5.12 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.

Comparison Videos- HouseCalls ASP to HouseCalls Pro Operations Portal

These videos compare Operations Portal features you’re familiar with in HouseCalls ASP with equivalent features in HouseCalls Pro.

Results and Dashboard Reports Comparison

Video Length: 3.30 Min

This video presents a side-by-side comparison between your existing platform and the new HouseCalls Pro Platform. This comparison covers reporting features on both platforms, along with the capability to search for individual patients.

Results and Analytics Reports Comparison

Video Length: 2.48 Min

Records Search Comparison

Video Length: 1.36 Min

Broadcast On-Demand Messaging

This video series is designed to give you a comprehensive understanding of the live chat 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.