Logging Into the Health Messenger

1. Receive Invitation Email

You must receive an email invitation to access the Health Messenger. To receive an invite, contact the appropriate Administrator in your Organization. After you have received the invite Teletask, select the “Accept invitation” link.

2. Create A Login Profile

After selecting the link, you will be directed to a secure page.
Create a username for yourself (can be your email address or another name) 
Create a unique password for yourself (you’ll need to confirm your Password). Password must contain at least one special character, at least one upper and lower case letter and be at least 8 characters long.

3. Logging in

Access the site at https://hms.teletask.com

Enter your email address and enter your password. If you entered correctly, you will be logged into the dashboard.

If your password is forgotten, press the “reset your password?” button and a reset link will be sent to you.

The Health Messenger Dashboard

Summary: The Dashboard allows users to see their overall message status, view individually scheduled/ sent messages, view responses and reply. Different users may have different dashboards depending on their access.

    1. Send New Message: Send a new group message or closing message. to send previously made drafts see Messages page.

    2. Summary Information  (For 1 day, 1 week or 1 month)

    • Delivered Messages - total Delivered messages in the timeframe chosen (1 day, 1 week or 1 month)
    • Responses - total incoming SMS Text or Voice message responses in the timeframe chosen
    • New Contacts - total new contacts in timeframe chosen

    3. Outbound

    • Select the Message Name link to view details. Sent and scheduled time shows when message was sent or scheduled.
    • View the total Text messages, Voice Calls, Emails and Replies for this message.

    4. View Report

    • Summary - Links to the on demand reports page for this message where you can update the filters by date, clinic and more
    • Messages - Displays all outgoing messages. Select view to see contents of each message, or checkboxes and cancel or reschedule to change all or individual messages.
    • Responses - Displays all incoming Text and Voice responses to these messages

    5. Inbox

    • View Incoming SMS Text Messages and Responses to Voice Messages
    • Select Reply to respond to incoming text messages. You will then be able to view the Text "conversation" history
    • If you want to view responses for a specific message, select that message name or View Report -> Responses.

    Inbox / Responses Page

    • View the contact name, phone number, if applicable their appointment rime, associated clinic, and their text message or voice response.
    • If a text message responses was received, a Reply button will be available to the right.
    • Selecting Reply allows the user to send a text message back to the contact. They can also review their texting message history with that contact.

     

    All Messages Page Details

    • Select at least one checkmark to cancel the selected message(s) or reschedule them for a future time.
    • Select the view button and view the specific message delivered to this contact.

    Sending Group Messages or Closing Messages

    Summary: To send messages (text, voice, and/or email) to a group or subgroup of contacts, or to send a closing message to contacts with upcoming appointments, follow the instructions below to create a new message or use a previously created draft. 

    Start with one of the two options below:

    A. To create a new message, navigate to the Dashboard and select Send New Message, or navigate to the Messages page and select Create MessageGroup Message.

    B. To edit/send a previously created message, navigate to the Messages page. Select the previously created draft message to review it first. Press Send next to a saved message draft to send this message (see below for more details on recipients page).

    1. Create the Message Properties

    1. Enter a message Name: This is the label you use to describe this message group.
    2. If needed, add/ change languages: Use the “Add Additional languages” button to add new languages you would like to create for this messages group.
    3. Message Types: Choose any combination of VoiceText or Email messages. You must select at least one type.
    4. Select Next on the bottom right to create a messages group based on these settings

    2. Create your Message(s)

    1. Type your message in the Main Message field. If a message exceeds the number of characters in that text message (160 Characters for English) it will be counted as multiple text messages.
    2. Selecting Add Merge Tags will allow you to add certain key tags to the message. Tags correspond to fields in your recipient/contact data, and can be used to include personalized or dynamic content in your messages.
    3. Select send test message to enter a phone number and have a test message sent. 
    4. Save and Exit to exit to the messages page
    5. Back to return to the previous page
    6. Next to create/edit the next content type or progress to the recipients. Note: depending on which messages types and languages you've chosen, you may be creating more than one message.

    3. Send or Schedule Messages

    send screen.png
    1. If you sending a Closing message, select this option. See next section for details. 
    2. If you are sending a Group message, select the recipient group(s) you would like to send to. Optionally create a new group and upload a new Excel/ CSV file to this group.
    3. if you have multiple clinics/site and don't want to send to contacts associated with all of them, select clinics and then contacts within certain sites.
    4. If you want to filter further, Sub-Groups allows you to send to a sub-group based on certain field criteria.
    5. If you'd like to send to contacts individually, enter their names or phone numbers in the "add contacts" section (their contact information must already be in the system to be added).
    6. The number of recipients is calculated here. Press the refresh button on the right to refresh this after adding groups, filters or contacts if you want to see the total number of recipients.
    7. Select Send to schedule messages to be sent now. Select Schedule to schedule message to be sent later, then select a later time/date and select "send" to schedle the message.

    Details on Closing Messages

    Closed Clinic.png

    For Closing Messages, messages will only sent to recipients with appointments within the time and date range selected. Sending these will also immediately cancel any appointment reminder message within the specified time and locations.

    Create Reports

    To generate a report of message results and responses, navigate to the Reports page the follow the steps below:

    1. Select a Message Type: select the type of message to generate the report on. Voice is selected by default.

    2. Select a message group or choose All messages.

    3. Select if you’d like to see reports based on message date or appointment date.

    4. Date Range: Select a beginning and ending date.

    5. Select a Clinic. All clinics are selected by default.

    6. Select Generate Report: This will create the report based on the parameters set.

    After the report is generated, view the total results and status of specific messages.

    Conversational Message Report

    The conversational message report only conversational texts sent to or from contacts (not group messages or automated messages)

    1. Check “incoming messages” to include incoming messages.

    2. Select a specific or all users outgoing messages.

    3. Select a date range for your report.

    4. Search for conversations by a specific contact.

    5. Change the report columns.

    6. Select Generate the Report to view your message history
      which can be exported to csv.

    Conv Report.png