Introducing EncompassMessage

EncompassMessage is a solution that allows you to communicate quickly and efficiently with your patients in a fast-paced and increasingly digital world. You can send secure, automated messages to your patients' mobile phones to confirm upcoming appointments, inquire about scheduling future appointments, notify them regarding order status updates, and more.


EncompassMessage is an add-on product that requires additional fees and setup by Eyefinity. For more information on what's offered, pricing and how to get started see:

EncompassMessage

A key requirement of EncompassMessage is a legitimate, secure (HTTPS) website for verification by carriers. This website serves as proof that your business is real, thereby preventing spam and ensuring messages are not blocked. When you sign-up for EncompassMessage, we purchase a Toll-Free Number (TFN) on your behalf to send text messages. The Federal Communications Commission (FCC) has established strict guidelines to protect people from spam, scams, and other unsolicited communications. As such, it is imperative that we adhere to these regulations. For more information, see FCC Requirements for Messaging.

EncompassMessage also comes with a default set of messaging templates you can modify to fit the needs of your practice - Group Message, Pre Saved Email, Pre Saved Reply (for use with text messaging), and Schedule Notification. Be sure to review and update these to best serve your practice and communication preferences as needed. See EncompassMessage – Templates

This topic walks you through adding a user and customizing your patient notification scheduler. From the Admin Dashboard, you can also track message success.

What do you want to do?

  1. Log in to the Admin portal and select the Administration icon on the left side of your screen.
  2. From the Administration drop-down, select Users.
  3. Click the Add User button. The Add User screen displays.
  4. Enter the user's First Name and Last name.
  5. Enter the user's Phone Number.
  6. Enter the user's Email.
  7. Enter a Password and then reenter to Confirm Password. We recommend providing the employee with this password to use for first log in and then having the employee change the password.
  8. Select your Company from the drop-down.
  9. Select the user's Status. Choose Active when the employee is a current hire.
  10. Select the user's Role from the drop-down. Choose from Admin or Employee.
  11. Select the user's Home Store. This sets the default queue for the employee and automatically provides access to the message queue for the selected store.
  12. If you selected employee for the role, the Store field displays. Select one or more stores from the drop-down. This gives the user access to the selected stores so the user can switch between locations. The Admin role automatically gives the user access to all stores.
  13. Select the Employee from the drop-down.
  14. Click Add to complete adding the user.
  1. From the Admin portal, select the Settings icon on the left side of your screen.
  2. Click Notification Scheduler to review the list of notifications built into Patient Navigator.
  3. To edit a notification, click the pencil icon and update selections.

    If you want to keep a notification but not use it, uncheck the Active check box.

  4. To save an edited notification, select an option from the Scheduled Template drop-down menu and click Save.

Watch this video for a quick overview: