Operations Portal
Accessing and Logging into the Portal
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
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
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.
Dashboard Reports
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
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
This video provides guidance on user management, including tasks such as adding new users and modifying existing user profiles. (Note: “Dashboard” and “Analytics” have been previously explained as mentioned above.)
Adding and Modifying Dialog Scripts in your Reminder Workflow
This video offers guidance on adding new dialogue messages to your workflow and modifying existing ones.
Opt-out Management
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- HC ASP to HC Pro Operations Portal
Results and Dashboard Reports Comparison
This video present 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
This video present 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.
Records Search Comparison
This video present 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.
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.
Accessing and Logging into the HouseCalls Pro Broadcast/Live Chat
This video covers Accessing and Logging Into the HouseCalls Pro Broadcast/Live Chat.
Accessing and Downloading the Broadcast Report
This video covers Accessing and Downloading the Broadcast Report.
How to upload a list of patients and send them a Broadcast Message
This video covers how to upload a list of patients and send them a Broadcast Message.
How to Use a Template Message for Your Broadcast
This video covers how to Use a Template Message for Your Broadcast.
Sending Broadcasts to those with Scheduled Appointments
This video covers Sending Broadcasts to those with Scheduled Appointments.
Broadcast Email Message Templates
This video covers how to use Broadcast Email Message Templates.