Listing - Triage
How Do I View My Triage in AnalyticsPRO?
Quick Link
Quickly navigate to Listing in AnalyticsPRO by using the hyperlink that can be found in your Dialog Health console. The quick link is listed next to the Triage found on your Home Tab.
AnalyticsPRO Tab
Select the AnalyticsPRO Tab in your Dialog Health console. This will launch the AnalyticsPRO module in a new tab.
Navigate to the Listing report.
In the left menu bar, under the Listing drop-down, select Triage.
Left Menu Bar
Use the left menu bar to select the Triage tab you'd like to review. Most incoming text messages received by your console are organized into 4 tabs, Unknown, Help, Flows, and Other Keywords. To learn more about managing your triage, click HERE.
Right Menu Bar
In the Listing report, you have the flexibility to organize the text messages on screen by Message, Person, and their associated event/appointment. Additionally, the Right Menu Bar provides the option to customize Columns and Filters according to your preferences.
Columns
To customize the data displayed in the Listing report, use the Columns feature to select or deselect each data point you want to include. Once you've made your selections, they will be saved for future use. This is useful because if you navigate away from AnalyticsPRO Listing and return later, your previous column preferences will still be applied.
In addition, you have the ability to customize the order in which columns are displayed. Simply select the header row of the column you want to move and drag it to your desired position. Alternatively, you can use the right menu bar to drag and drop each column.
Filters
The Filters option can be helpful if you are sorting through a large number of messages. In the example below, I used the filters to only view patients who responded "Confirm" to verify they'd still be attending their visit. The filter functionality in the listing is very similar to using filters in Diagram Lists. For a step-by-step tutorial on using filters, click HERE.
To hide or minimize the right menu bar, you can either double-click on the Columns/Filters tabs to hide, or you can drag the edge of the right menu bar to minimize.
How to Remove Messages from Triage
Direct Text
If you'd like to remove the message from Triage by sending a Direct Text, select the person's phone number listed in the Mobile Phone column. Next, a new window will open to allow you to send a direct text to that person. You will see a check box marked and labeled, Remove from Triage. Once you create your message and hit send, the message will no longer display in the Triage section.
Messages that are removed from Triage in AnalyticsPRO will also be reconciled from your Triage found in the Home Tab of your Dialog Health console.
Take Action
Select the message(s) that you'd like to take action on to remove from Triage. Next, select Bulk Actions, and choose Take Action from the menu.
A new window will populate to allow you to add a note on how you reconciled the text message. Upon selecting Submit, the message(s) will be removed from Triage.
Responses left unaddressed will stay in Triage for up to 1 year after the date the message was received.
How to Review Messaging History
Select the drop-down arrow next to the person's name to preview the messaging history. If the person has several messages in their messaging history, use the pagination found at the bottom of the drop-down to scroll through.
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