ePACT For Organizations

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...
Tue, 3 Feb, 2026 at 2:16 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
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
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. You can assure them ePACT's s...
Mon, 23 Dec, 2024 at 4:30 PM
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...
Tue, 31 Dec, 2024 at 10:56 AM
Can I save the records on a memory stick or on my laptop?
Yes. To do this, CLICK HERE to follow the steps to Archive your records.  Once done you can SAVE this PDF by selecting the save option when prompted on ...
Mon, 23 Dec, 2024 at 4:27 PM
Tips for Success
Download the document below to help make the most of your ePACT experience. These best practices will help you have a successful onboard and a great season ...
Mon, 13 Jan, 2025 at 2:58 PM
Can parents initial and sign waivers?
Yes, parents can add their initials and e-signature to your waivers. Your view will show the following: Name of the Account Holder Email of the Account H...
Thu, 12 Feb, 2026 at 12:12 PM
How do I know if a member changed their record?
With ePACT, you can rest assure that the minute they update their information, you have access to their most recent record. You can easily check when they l...
Mon, 23 Dec, 2024 at 4:26 PM
What does it mean when I see a yellow warning message about Bulk actions?
To speed up certain actions in our system, we process them in the background, as a result, you may occasionally see a yellow warning on the dashboard alerti...
Mon, 23 Dec, 2024 at 4:10 PM