Settings Page

Overview

The Settings Page allows you to administer Teletask. You can add users, and set up custom settings for your organization. 

The Settings Page is where you can answer questions such as:

1. How can add a new user account?
   
2. Can I change my message's default language?
   
3. How do I update my clinic's phone number?
   
4. How can I enable chat notifications on a user's account?
   
5. Can I configure a user to receive automated reports?
   
   

No Send Times

The No Send Times settings allow you to customize the times that messages can be sent.

1. For information about creating No Send Time rules, visit:  How to: Configure No Send Times
   

User Profiles

Users are added through the User Profiles  section. You can customize their permissions and access.

1. For information about Inviting users visit:  How to: Add a New User
   
2. For information about re-sending a user invite, visit:  How to: Resend a New User Invite
   
3. For information about enabling report notifications, visit:  How to: Create an Automated Report
   

Additional Add-on Options: 

1. For information about enabling notifications for chat, visit:  How to: Enable Notifications and Preferences for Chat
   

Clinics/Offices

The Clinics  settings allow you to customize your clinic information including phone and physical address.

1. For information about clinics/offices, visit:  How to: Create or Edit a Clinic / Office
   

Profile Settings

The Profile Settings  section is used to manage the way things display in your Teletask Portal.

1. For information about profile settings, visit:  How to: Configure Profile Settings
   

Miscellaneous

The miscellaneous  section is used to set up default settings for your account.

1. For information about default message properties, visit:  How to: Set up Default Message Properties
   

Additional Add-on Options

Scheduler

Scheduler  settings allow you to customize your scheduler experience.

1. For information about Appointment Types, visit:  How to: Create or Edit Appointment Types for the Scheduler
   
2. For information about Clinic Profiles, visit:  How to: Create or Edit a Clinic / Office for the Scheduler
   
3. For information about Family Appointments, visit:  How to: Enable Family Appointments for the Scheduler
   

Chat

Chat  settings allow you to customize your chat experience. Here you can set up chat notes, templates and subjects.

1. For information about out of office auto responses, visit:  How to: Set-up Out of Office Auto-Response for Chat
   
2. For information about adding chat notes, visit:  How to: Use Chat Notes
   
3. For information about chat templates, visit:  How to: Set Chat Templates
   
4. For information about chat subjects, visit:  How to: Add Subjects to Chat
   
5. For information about chat categories, visit: How to: Set and Use Chat Categories
   
6. For information about scheduling chat messages, visit: How to: Schedule a Chat Message

• Related Articles

• Scheduler Page

  Overview The Scheduler page allows you to create and schedule Patients for appointments. You can can check them in and out, or mark the appointments as missed. You can customize your scheduler experience and enable family appointments.           ...

• Messages Page

  Overview The  Messages Page shows lists of your current messages and surveys. It allows you to manage their content and offers the ability to create new messages. The  Messages  Page is where you can answer questions such as:  How do I update the ...

• How to: Utilize Advanced Settings and Group Rules for Messages

  The Advanced Settings and Group Rules option offers the ability to customize your messages. Advanced Settings allow you to select the timing for multiple messages. Group Rules allows you to specify criteria for when a unique message to be sent. The ...

• Contacts Page

  Overview The Contacts page allows you to create Contact Groups and view existing contacts also referensed as clients. You can re-organize your existing clients or upload Excel files of new clients. Contact Groups are utilized when sending group ...

• Reports Page

  Overview Reports allow you to view your messaging history by message type (Voice, Text, or Email). The results can be downloaded or printed for your personal records. Some reports can be scheduled to send you the results on a daily, weekly, or ...