ePACT For Organizations

Can I filter by comments or uploaded files?
Yes! You can filter by comments or files uploaded by:   Clicking on Advanced Search and Filter   Expanding More Options and Other Options   ...
Wed, 13 Nov, 2019 at 1:46 PM
How do I print the uploaded files for a specific participant?
You can print the uploaded documents by accessing each individual record:   Click on View in "Members with Files Uploaded" shortcut on top of th...
Fri, 8 Nov, 2019 at 3:21 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.   Click Select All    ...
Wed, 13 Nov, 2019 at 7:29 AM
How do I remove members from the system?
To remove a member or members, please check off their names and then click on More Actions > Disconnect Members. This will move the member or members ...
Wed, 13 Nov, 2019 at 2:46 PM
What kind of files can users upload?
When enabled, users can upload:   Allergy Plan   Medication Instructions   Special Medical Needs   Behavioral Plan   Insurance Documents ...
Wed, 13 Nov, 2019 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 of them online and also offline on our mobile app to ensure tha...
Wed, 13 Nov, 2019 at 2:48 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.  In...
Thu, 14 Nov, 2019 at 8:27 AM
What if a member doesn’t want to complete their emergency information online?
Some members may be worried about putting their personal and medical information online for security or privacy reasons. Please remind them that ePACT...
Thu, 14 Nov, 2019 at 8:29 AM
How do I export a list or advanced report of my members?
You can export a list in spreadsheet format (.xlsx) by clicking on Select All, More Actions, then Export List. Hint: use the Advanced Search and Filter f...
Thu, 14 Nov, 2019 at 8:30 AM