ePACT For Organizations

How do I know if the invites or reminders were successfully sent?
Click on View in the notifications box next to Undelivered Messages to see which member(s) did not get their invitation. You can click on Edit  on eac...
Mon, 30 Dec, 2024 at 4:35 PM
Can I edit comments on a member's record?
If you created the comment, you can edit or delete it at any time.  You are not able to edit comments made by a different Administrator.
Fri, 27 Dec, 2024 at 2:44 PM
Can I filter by comments or uploaded files?
Yes! You can filter by comments or files uploaded by:   1. Clicking on Advanced Search and Filter   2. Expanding More Options and Other Options 3...
Mon, 30 Dec, 2024 at 4:39 PM
How do I print the uploaded files for a specific participant?
You can print the uploaded documents by accessing each individual record: 1. Click on View in "Members with Files Uploaded" shortcut on top o...
Mon, 30 Dec, 2024 at 4:41 PM
Should I print the records of my members?
The printing of records is a decision of each organization.   You can always access your members records online and through the use of our mobile app, you ...
Wed, 13 Nov, 2019 at 2:31 PM
How do I print all of the uploaded files?
To print all uploaded files, follow these steps: For instructions to print all emergency records, please click HERE.   1. Click Select All  2. C...
Mon, 30 Dec, 2024 at 4:45 PM
How do I remove members from the system?
To remove a member(s), please check off their names and then click on More Actions > Disconnect Members. This will move the member or members to your Dis...
Mon, 23 Dec, 2024 at 4:40 PM
What kind of files can users upload?
When enabled, users can upload:   Allergy Plan Medication Instructions Special Medical Needs Behavioral Plan Insurance Documents Doctors R...
Fri, 27 Dec, 2024 at 2:47 PM
Do I need to print the uploaded files?
The printing of all records is a decision of each organization. You can always access all records both online and offline on our mobile app ensuring that ...
Fri, 27 Dec, 2024 at 2:51 PM
What if a member doesn’t have an email?
Our system will let you import records with no email addresses, but consequently, you will be unable to communicate with the member until you add one.  I...
Mon, 23 Dec, 2024 at 4:31 PM