GroupCall Settings

You can display the settings for one or more departments using the Filter by menu.

1. Display the GroupCall Settings page: On the Main Menu, click Settings > Communicator. In the left menu, under Practice Links — GroupCall, click GroupCall Settings.
   
   The GroupCall Settings page opens, with the practice-wide settings displayed.
2. Filter by — Select Department from the menu, and then select one or more departments from the list.
   Note: If your practice uses Communicator Brands, the departments are organized under the brand names in the list. Click the plus icon next to a brand name to display the departments included in a brand.
3. Click Filter. All selected departments appear on the left side of the page. The GroupCall settings for the first department in the list appear on the right side of the page.
4. To view the settings for one of the other departments that you selected, click the name of the department on the left side of the page.
5. To view the GroupCall settings for a different group of departments or providers, click the cancel icon to the right of the Filter by menu. You can then reset your filter options.

You can display the settings for one or more providers using the Filter by menu.

1. Display the GroupCall Settings page: On the Main Menu, click Settings > Communicator. In the left menu, under Practice Links — GroupCall, click GroupCall Settings.
   
   The GroupCall Settings page opens, with the practice-wide settings displayed.
2. Filter by — Select Provider from the menu, and then select one or more providers from the list.
3. Click Filter. All selected providers appear on the left side of the page. The GroupCall settings for the first provider that you selected appear on the right side of the page.
   Note: If a selected provider works in more than one department, the provider name appears under each department on the left side of the page.
4. To view the settings for the same provider in a different department or to view the settings for a different provider, click the name of the provider on the left side of the page.
5. To view the GroupCall settings for a different group of providers or departments, click the cancel icon to the right of the Filter by menu. You can then reset your filter options.

1. Display the GroupCall Settings page: On the Main Menu, click Settings > Communicator. In the left menu, under Practice Links — GroupCall, click GroupCall Settings.
   
   The GroupCall Settings page opens, with the practice-wide settings displayed.
2. Filter by — Select Settings from the menu, and then select one of these options:
   • Departments with no caller ID number
   • Caller ID number — You specify the caller ID number to filter on
   • Inactive providers (see the Activating GroupCall for providers section)
3. Click Filter.
   • If you selected the Departments with no caller ID number option, the departments with no caller ID number configured appear on the left side of the page, and the GroupCall settings for the first selected department appear on the right side of the page. To view the settings for another department with no configured caller ID number, click the department name on the left side of the page.
   • If you selected the Caller ID number option, the departments and providers with the specified caller ID number appear on the left side of the page, and the GroupCall settings for the first selected department appear on the right side of the page. To view the settings for another department or a provider with that caller ID number, click the department or provider name on the left side of the page.
4. To view the GroupCall settings for a different setting, or for a group of providers or departments, click the cancel icon to the right of the Filter by menu. You can then reset your filter options.

If the Activate providers by default setting on the GroupCall Settings page is not selected, you can enable GroupCall for providers as follows:

1. Display the GroupCall Settings page: On the Main Menu, click Settings > Communicator. In the left menu, under Practice Links — GroupCall, click GroupCall Settings.
   The GroupCall Settings page opens, with the practice-wide settings displayed.
2. Filter by — Select Settings from the menu, and then select the Inactive providers option from the list of settings.
3. Click Filter. All providers for whom GroupCall is not activated are listed on the left side of the page.
   Note: A provider can be listed in more than one department.
4. You can enable GroupCall for all providers in the list, or you can select one provider.
   • The first provider in the list appears in the View Settings for Provider area of the page. If you want to enable GroupCall for this provider only, click Activate.
   • If you want to enable GroupCall for a different provider in the list, click the provider name on the left side of the page. In the View Settings for Provider area of the page, click Activate.
   • To enable GroupCall for all inactive providers (shown on the left side of the page), click Bulk Edit. In the Edit Settings for Multiple Providers area of the page, click Activate.
5. After you click the Activate button for a single provider, the View Settings for Provider view appears. These settings are the settings for the department to which this provider belongs.

After you deactivate GroupCall messages for a provider, the provider still appears on the GroupCall Settings page.

1. Display the GroupCall Settings page: On the Main Menu, click Settings > Communicator. In the left menu, under Practice Links — GroupCall, click GroupCall Settings.
2. Filter by — Select Provider from the menu.
   The list of providers appears on the right side of the page.
3. Select the provider from the list, and then click Filter.
4. Click Edit. If the provider appears in more than one department and you need to deactivate GroupCall for that provider in all departments, click Bulk Edit.
5. Select Use custom settings.
6. Message type — Disable the following options (remove the checkmarks from the boxes):
   • Enable phone calls
   • Enable emails
   • Enable text messages
7. Click Save.

To edit the settings on the GroupCall Settings page, you must have the Communicator Admin permission or the Communicator Admin: GroupCall Settings permission.

1. Display the GroupCall Settings page: On the Main Menu, click Settings > Communicator. In the left menu, under Practice Links — GroupCall, click GroupCall Settings.
   
   The GroupCall Settings page opens, with the practice-wide settings displayed.
2. Filter by — You can use this menu to display and edit the GroupCall settings for specific departments, providers, or settings.
   
   Note: You can edit the settings for one department or provider by clicking the department or provider name on the left side of the page.
   
   
   • If you select Department from the Filter by menu, a list of all departments appears. (If your practice uses Communicator Brands, the departments are organized by brand.) Select one or more departments, and then click Filter.
   • If you select Provider from the Filter by menu, a list of all providers appears. Select one or more providers, and then click Filter.
   • If you select Settings from the Filter by menu, a list of options appears on the right side of the page:
     • Departments with no caller ID number
     • Caller ID number
     • Inactive providers

     Select one of these settings, and then click Filter.

   
   
   
3. To edit the GroupCall settings,
   • Click Edit to edit the practice settings or the settings for one department or provider.
   • Click Bulk Edit to edit the settings for two or more departments or providers.
     
     Note: Verify the settings that you want to edit at the top of the right side of the page, for example, "Edit Practice Settings," "Edit Settings for Multiple Departments," or "Edit Provider Settings."
4. Edit the GroupCall settings (see the Field Reference).
5. Click Save.

A bulk edit applies the same edits to all selected departments or providers. Use the Bulk Edit button to make the same edits to the GroupCall settings for:

• Multiple departments
• Multiple providers
• One provider listed under multiple departments (the settings for the provider will be the same in all departments that include the provider after a bulk edit)
• Providers or departments selected using one of the Settings options in the Filter by menu: Departments with no caller ID number, Caller ID number, or Inactive providers

1. Display the GroupCall Settings page: On the Main Menu, click Settings > Communicator. In the left menu, under Practice Links — GroupCall, click GroupCall Settings.
   
   The GroupCall Settings page opens, with the practice-wide settings displayed.
2. Filter by — Select Department, Provider, or Settings from the menu.
3. Select the departments, providers, or setting on the right side of the page and then click Filter.
4. On the left side of the page, click Bulk Edit.
   
   The heading on the right side of the page now says "Edit Settings for Multiple Departments" or "Edit Settings for Multiple Providers."
5. Choose one of these options:
   • Use practice settings (for department edits) or Use department settings (for provider edits)
   • Use custom settings
   • No changes
6. If you selected Use custom settings, make changes to the settings (see the Field Reference).
7. Click Save.

For GroupCall practice settings, you have two options:

• Use recommended settings
• Use custom settings

To edit GroupCall settings for the practice:

1. Display the GroupCall Settings page: On the Main Menu, click Settings > Communicator. In the left menu, under Practice Links — GroupCall, click GroupCall Settings.
   
   The GroupCall Settings page opens, with the practice-wide settings displayed.
2. Click Edit. The Edit Settings for Practice view appears.
3. Use recommended settings — If you previously configured custom settings, you can select this option to remove the custom settings and use the athenahealth-recommended settings instead.
4. Use custom settings — If you need to set custom settings for the practice (for example, enabling or disabling text message notifications), select this option and then make your edits (see the Field Reference).
5. Click Save.

For GroupCall department settings, you have two options:

• Use practice settings
• Use custom settings

To edit GroupCall settings for one or more departments:

1. Display the GroupCall Settings page: On the Main Menu, click Settings > Communicator. In the left menu, under Practice Links — GroupCall, click GroupCall Settings.
   The GroupCall Settings page opens, with the practice-wide settings displayed.
2. Filter by — Select Department from the menu.
   The list of departments appears on the right side of the page.
   Note: If your practice uses Communicator Brands, the departments are organized under the brand names in the list. Click the plus icon next to a brand name to display the departments included in a brand.
3. Select the departments from the list and then click Filter.
4. To edit the settings for one department, click Edit. To edit the settings for two or more departments, click Bulk Edit.
5. Use practice settings — If you previously configured custom settings for the departments, you can select this option to remove the custom settings and use the practice settings instead.
6. Use custom settings — If you need to set custom settings for one or more departments (for example, changing the days of the week that GroupCall messages are sent), select this option and then make your edits (see the Field Reference).
7. Click Save.

For GroupCall provider settings, you have two options:

• Use department settings
• Use custom settings

To edit GroupCall settings for one or more providers:

1. Display the GroupCall Settings page: On the Main Menu, click Settings > Communicator. In the left menu, under Practice Links — GroupCall, click GroupCall Settings.
   The GroupCall Settings page opens, with the practice-wide settings displayed.
2. Filter by — Select Provider from the menu.
   The list of providers appears on the right side of the page.
3. Select the providers from the list and then click Filter.
4. To edit the settings for one provider, click Edit. To edit the settings for two or more providers, click Bulk Edit.
5. Use department settings — If you previously configured custom settings for the providers, you can select this option to remove the custom settings and use the department settings instead.
6. Use custom settings — If you need to set custom settings for one or more providers (for example, enabling GroupCall text messages), select this option and then make your edits (see the Field Reference).
7. Click Save.

The audit history shows all changes made to the GroupCall settings for the practice, a department, or a provider.

1. Display the GroupCall Settings page: On the Main Menu, click Settings > Communicator. In the left menu, under Practice Links — GroupCall, click GroupCall Settings.
   The GroupCall Settings page appears, with the practice-wide settings displayed.
2. To display the audit history for the practice-level GroupCall settings:
1. Click Audit history on the right side of the page.
   Note: If no changes have been made to GroupCall settings at the practice level since GroupCall was implemented, the Audit history link is not accessible.
2. Click the Close (X) icon when you finish viewing the audit history.
   
3. To display the audit history for a department or provider:
1. Select the department or provider using the Filter by menu or by clicking the name of the department or provider on the left side of the page.
   Note: If you use the Filter by menu to select multiple providers or departments, you see the Audit history link for the first department or provider that you selected. To see the Audit history link for another selected department or provider, click the name of the department or provider on the left side of the page.
2. Click Audit history on the right side of the page.
   Note: If no changes have been made to the GroupCall settings for a department or provider since GroupCall was implemented, the Audit history link is not accessible.
3. Click the Close (X) icon when you finish viewing the audit history.
   

You can use the Filter by menu on the left side to display these filter options:

• Department — Use this option to select multiple departments. If your practice uses Communicator Brands, click the plus sign next to the brand name to display the list of departments.
• Provider — Use this option to select multiple providers.
• Settings — Use this option to display three additional filter options on the right, and then select one of the options.

After you select the departments, providers, or setting on the right side, click Filter to create the filtered list of items on the left.

On the left side of the page, providers are listed under departments.

• If your practice uses the Provider Drop-downs feature — Providers are listed according to the mapping on the Provider Drop-Downs page.
• If your practice does not use the Provider Drop-downs feature — Providers are listed based on their scheduling history. For example, if a patient has been scheduled with Dr. Smith in the Rome office, Dr. Smith appears under the Rome office.
  

If a department or provider has custom GroupCall settings, a star appears next to the department or provider name.

• For a department, custom settings are settings that differ from the practice settings.
• For a provider, custom settings are settings that differ from the department settings.

Superusers in your practice can determine what permissions to grant to other users at your practice.

The Patient Messaging: ReminderCall permission gives read-only access to the ReminderCall Settings, GroupCall Settings, Greetings, Instructional Message Mapping, Instructional Messages, and ResultsCall Settings pages. You can combine the Patient Messaging: ReminderCall permission with the read-write permissions, for example,

• User Joe Smith has these permissions: Patient Messaging: ReminderCall and Communicator Admin: Greetings. Joe can edit the Greetings page and view (but not edit) the ReminderCall Settings, GroupCall Settings, Instructional Message Mapping, Instructional Messages, and ResultsCall Settings pages.
• User Alex Green has these permissions: Patient Messaging: ReminderCall, Communicator Admin: Instructional Messages, and Communicator Admin: Instructional Message Mapping. Alex can edit the Instructional Messages and Instructional Message Mapping pages, as well as the default practice-level instructional message (only) on the ReminderCall Settings page. Alex can also view (but not edit) the GroupCall Settings, Greetings, and ResultsCall Settings pages.

Note: If a user has one of the limited read/write permissions but does not have the Patient Messaging: ReminderCall permission, that user can edit the page specified by the read/write permission but cannot see the links to the other pages in the Task Bar. For example, if a user has the Communicator Admin: Instructional Message Mapping permission but not the Patient Messaging: ReminderCall permission, that user can edit the Instructional Message Mapping page and the ReminderCall Settings page (default practice-level instructional message only), but cannot see links to the Greetings, GroupCall Settings, Instructional Messages, or ResultsCall Settings pagesin the Task Bar.

Local roles

We recommend that large and enterprise organizations use local roles to simplify the management of user permissions in general. For the ReminderCall, ResultsCall, GroupCall, Greetings, and Instructional Messages settings pages, you can add one or more limited Communicator Admin permissions to a role. For example, if you want a user to edit settings for instructional messages only, you can remove the Communicator Admin permission and add the Communicator Admin: Instructional Messages permission to the local role for that user.