How to Bulk-Opt Employees
You may find that throughout your time using Dialog Health that you'd like to stay on top of who currently is or is not a current employee and want to make sure you don't send terminated employees company related information. Employees always have the option to type the word stop to opt themselves out of the messaging service but if you prefer to be proactive, you can use your csv file as way to bulk opt employees in as well as bulk opt them out. follow the below step by step instructions on how to bulk opt employees from your console:
1. Make sure you use a separate CSV file that only contains the employees you'd like to bulk remove. If you need another CSV file, please see the downloadable attachment at the bottom of this article
2. Once you've logged into Dialog Health, select the patient tab from the top menu bar
3. On the Patient tab, select the import patients button
4. On the Import patient window, select "choose File" to brown through your files your saved CSV file and select it
5. Once you've selected the appropriate CSV file, select "Bulk Opt-Out" on the import Patients Window
6. After you've selected "Bulk Opt-Out", select import. You'll then be on the File Import Alert, select confirm to being the bulk opt out Import.
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