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Power Tools


Power Tools allow you to bulk update profiles based on the list of participants you created using the list builder.

 

In this article:

 

 

Bulk Review Status

You can update the review status for multiple profiles, which is helpful for many things such as if you want to review downloaded information offline or indicate in bulk that medications have been reviewed at check-in.  When you update reviews in bulk to a Pending or Yes status, the initials of the provider and the date the review status changed are added to the participants' updated reviews.

At the end of the season or year, this is also where you can update your Reviews to No.

 

To update reviews in bulk:

  1. In the Menu, click Profiles.
  2. In the List Builder, filter for the profiles that you want.
  3. (Optional) In the Profiles List, check the boxes to select individual profiles if you want to update a more specific subset of the profiles.
  4. In the right column, in the menu, click POWER TOOLS.
  5. Click UPDATE REVIEWS.
  6. For the Review(s) that you want to update, click the STATUS box to select the correct status (i.e., Yes, No, or Pending.)
  7. Click the accompanying UPDATE button(s).
  8. In the Update Reviews Confirmation window that appears, click the OK button.

Bulk_Update_Reviews_Support_Site.png

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Bulk Tags

To update tags in bulk, first filter for the desired group in the List Builder. Then navigate to Update Tags in the Power Tools tab.

  1. In the Menu, click Profiles.
  2. In the List Builder, filter for the profiles that you want.
  3. (Optional) In the Profiles List, check the boxes to select individual profiles if you want to update a more specific subset of the profiles.
  4. In the right column, in the menu, click POWER TOOLS.
  5. Click UPDATE TAGS.
  6. For the tag(s) that you want to update, do one of the following, depending on whether you are updating a tag with or without options:
    • If you are updating a tag with options, click the Value box, and then select the option that you want.
    • If you are updating a tag without options, click the Value box, and then type the value that you want to assign to the tag.
  7. Do one of the following, depending on whether you are updating one tag or multiple tags:
    • If you are updating one tag, click the UPDATE button for that tag.
    • If you are updating multiple tags, click the UPDATE ALL button.
  8. In the Confirmation window that appears, click the OK button.

Bulk_Update_Tags.png

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Assigning and Revoking Roles

Permissions allow you to grant and limit access to people and processes in your account. Roles consist of a set of permissions, and the same Role can be assigned to one provider or many providers. A provider must be assigned a Role in order to access an organization’s account.

 

To assign or revoke a Role:

  1. In the Default List box, select Providers (current) to filter for Providers in the List Builder.
    Important: Roles can only be assigned to Providers.
  2. In the right column, in the menu, click POWER TOOLS.
  3. In the submenu that appears, click MANAGE PERMISSIONS.

    ManagePermissions.png

  4. In the middle column, check the box(es) to select the providers to whom you want to assign a Role.
  5. In the Select a Role box, select the Role that you want to assign. A list of the permissions being assigned and the providers receiving the Role will appear.
    Note: To learn about creating Roles, review our Permissions article.
  6. Do one of the following, depending on whether you want to assign or revoke a Role:
    • To assign a Role, click the GRANT button.
    • To revoke a role, click the REVOKE button.

AssignRole.png

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Bulk Health Log Entries

Whether it is a scheduled contagious disease screening or session check-in, you can update Health Log Entries for multiple profiles at the same time. It is important to note that Health Log Entries are created for all of the profiles that you filter for in the List Builder, and these entries cannot be removed.

You must use a Health Log Template to create bulk Health Log Entries. You can create and edit available templates in the Templates section of the Health Log. You can review our Health Log Templates article to learn more about creating Health Log Templates.

 

To create bulk Health Log entries:

  1. In the Menu, click Profiles.
  2. In the List Builder, filter for the profiles that you want.
  3. (Optional) In the Profiles List, check the boxes to select individual profiles if you want to update a more specific subset of the profiles.
  4. In the right column, in the menu, click POWER TOOLS.
  5. Click HEALTH LOG ENTRIES. The Provider box will automatically populate with the name of the provider creating the entries.
  6. In the Template box, select the template that you want to apply.
  7. (Optional) Adjust the date and time of the Health Log Entry if necessary.
  8. Click the SUBMIT button.
  9. In the ADD HEALTH LOG ENTRIES window that appears, click the OK button.
  10. In the Success window that appears, click the GO TO HEALTH LOG button to view your entries.

 

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