How do I create a Call List using Management Plus?
Screenshots courtesy of Bryan A. Thorell of Management Plus Healthcare Information Systems.
1)Create a custom report in Management Plus. You'll need to do this only once. Note the diagram below shows how you can choose the columns you want in the report. You will always need a name and phone number for Uncall, but your choices of other columns are optional and depend on your Message. For example, if you are creating a report for a Message that requires an appointment time and date, you will also include those columns in your customer report.
2)Whenever you want to make calls, simply run your custom report. You'll be prompted by the following dialog to select the date range for your report.
3)The next step prompts you to save the report to your desktop. This is the location you will browse to "Upload CSV file" inside Uncall.
4)To make calls to the people in the report, open your web browser and login to Uncall. Go to the Make Calls tab and select the Message you wish to use, eg, "Dr. Smith-Appointment Notifications." Then select "Upload CSV file" and browse to the custom report you saved. That's all there is to it!
Tips and Tricks.
When creating a Management Plus report, you can create one report with ALL the columns you think you might need for any Message. Whenever you upload to Uncall, you'll be able to select the appropriate columns for the current Message being used. This saves substantial time when you don't need to create separate reports for each message.