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Recipient List

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Click on the icon in the User Navigation Bar.

There are two tabs in the top right of screen – Sent and Queue.

In “Sent” and you can view each of the bundles sent and whether (or when) the patient has opened the link to access the information.

If the recipient has opened and viewed the content, the word “Viewed” will appear on the right-hand side of the bundle with date and time first opened. Click on the down arrow to get further detail.

Your recipient list is on the left-hand side of the screen. Select the recipient and see what has been sent and whether it has been accessed.

Click on the “Queue” tab to see the bundles in your programs that have been scheduled but are yet to be sent. Click on ‘’Remove from queue” to remove any bundle from this current “send” version (this will not change the Saved Program, just this send instance). Click on “Change date” to modify the date a bundle is sent.

To generate a report, scroll to the bottom of the screen and on the left hand side click either or to create a .csv file will be produced and viewed in Excel.

Tags:recipientview sent bundlessent bundlesprevious bundles
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